This event is currently being hosted on a separate registration page. Click here to be redirected to the appropriate page.
Commercial Strategy Virtual Series - Part II
June 09, 2026
The Next Era of Business Ownership: Banking the Great Wealth Transfer
A Strategic Series for Business And Commercial Banking Professionals
A massive ownership transition is already underway in this country:
- 75% of business owners plan to exit within seven years.
- 70% of SMB owners lack a formal succession plan.
- Only 20% have a team of advisers assisting with their transition.
For banks, this represents both a significant relationship retention risk and one of the largest opportunities in modern banking. Only institutions that proactively assist owners with succession issues will have the opportunities to deepen relationships with business customers and retain more deposits during ownership transitions, generate potential lending opportunities with buyers, and expand wealth and trust relationships with sellers.
This NEW 3-part virtual strategic series is designed to equip business and commercial banking professionals with the insight, language, and frameworks needed to lead these conversations with confidence. Across three sessions, participants will explore the ownership transition landscape, gain a deeper understanding of the business owner mindset, and learn how to build a scalable, bank-wide approach to succession engagement. Please join us for the full series or attend individual sessions. Registration includes 6-month access to recording.
Session Information
June 9 - Inside the Business Owner Mindset: From Value to Exit Through the Owner’s Eyes
- Understanding the Business Owner Perspective;
- What Bankers Don’t Know About Selling a Business;
- Business valuation basics;
- The 3–5 year reality of successful transitions;
- Family transfers vs. third-party sales;
- Emotional and psychological barriers to planning;
- Advice from business owners.
Additional Sessions Information: June 2 Session Information | June 16 Session Information
Date & Time
June 9, 2026
9:50AM Zoom Sign In | 10:00AM Webinar Start | 11:00AM Webinar Concludes
Pricing
Register for the full series or individual sessions. Can’t attend live? Register anyway. All registrants will receive 6-month access to the recording after the webinar, so you can watch when it’s convenient.
Full Series • $899
June 2 Session ONLY • $299
June 9 Session ONLY • $299
June 16 Session ONLY • $299
Who Should Attend?
Commercial Bankers, Business Bankers, Private Bankers, Wealth Managers, Bank Executives, Market Presidents, Credit Leaders
Expert Faculty
Kurt Knutson
Former Community Bank CEO and author of How to Sell Your Bank, bringing an executive-level perspective on bank M&A and business transitions with practical insights for relationship managers and bank leadership.
Jim Huerth
Former Community Bank President and Head of Wealth Management with extensive experience in integrating commercial and wealth services to serve business owner clients holistically.
Ned Miller
Bank sales consultant with extensive training and coaching experience.
Bobby Martin
Co-founder of Vertical IQ, successful serial entrepreneur, business owner, startup investor, and author of The Hockey Stick Principles. Brings authentic business owner perspective on selling a business.
Martin Wise
Founder and Executive Chairman of RelPro, an INC 5000 fastest growing companies. Prior to founding RelPro, he had a 20 year career with Merrill Lynch in the UK and the US.
Scott Moon
Executive Director of the Baker Project for Employee Ownership, leading authority on ESOP transitions with deep knowledge of employee ownership structures, benefits, and implementation.
Questions? Check out our FAQs or contact registrations@massbankers.org
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
|
Bobby Martin
<p>Co-founder of Vertical IQ, successful serial entrepreneur, business owner, startup investor, and author of The Hockey Stick Principles. Brings authentic business owner perspective on selling a business. </p>
|
Vertical IQ | - |
|
Jim Huerth
<p>Former Community Bank President and Head of Wealth Management with extensive experience in integrating commercial and wealth services to serve business owner clients holistically. </p>
|
- | |
|
Kurt Knutson
<p>Former Community Bank CEO and author of How to Sell Your Bank, bringing an executive-level perspective on bank M&A and business transitions with practical insights for relationship managers and bank leadership.</p>
|
Strategic Options | - |
|
Martin Wise
<p>A highly experienced and resilient global executive whose diverse background demonstrates leadership and innovation in significant strategic and operating roles. Proven ability to negotiate with and manage strategically critical relationships including the firm's most senior executives, clients, investors, advisors, joint venture partners, bankers and regulators - these skills have been developed and tested through periods of intense and transformational change.</p>
|
RelPro | - |
|
Ned Miller
<p>Bank sales consultant with extensive training and coaching experience. </p>
|
Third Act Sales Consulting | - |
|
Scott Moon
<p>As an Executive Director at Baker Project for Employee Ownership, I support initiatives that drive broader economic prosperity across the country. With a rich background in strategic leadership and management, I believe in the power of employee ownership to create great companies where owners and employees achieve their financial and professional goals and are part of communities that thrive.</p>
|
Baker Project for Employee Ownership | - |