RESOURCES

What Is Your Trust Company Worth Today?

During this time when the outlook for global markets, the economy, and one’s own health is uncertain, many trust company principals are working to nail down the unknowns associated with business ownership. Owners of independent trust cos are devoting more time to working on their buy-sell agreements in an effort to protect the working relationships with their partners and ensure they and their families are protected financially. While so much is uncertain, the value of your independent trust company does not have to be. This presentation explains valuation considerations for independent trust companies and why common rules of thumb don’t always work.

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