Helping Business Owners

Partnering with Strategic Bank Solutions will enable your community bank to service your business clients better.

Whether your bank's client is a family-owned business of any size, or a large corporation, taking advantage of our wide range of experience and product offerings can enable your bank to stand apart: 

•  Commercial Account Cash Sweeps: Our third-party provider can enable your bank to offer your business clients daily interest-bearing cash sweeps on an “on-balance sheet” basis. This arrangement will leave deposits on your books to fund additional loan growth.
• Tax planning
• Retirement/pension plans for any size company, including both ERISA and non-ERISA plans. Properly structured, certain plans can emphasize owner benefits.
• Deferred comp plans for key person hiring and retention
• Business succession planning – including the arrangement and funding of cross-purchase or other buy-sell agreements, often on a tax-deductible basis.
• Estate planning: integrating all the above with personal wealth management.

 We invite you to benefit from the knowledge and experience in this area provided by Strategic Bank Solutions, LLC and the ING Group of companies.