Brian Crisp

Authors Posts

• Financial trends that emerged in 2025 and what’s ahead in 2026 - Read Article

  Financial trends that emerged in 2025 and what’s ahead in 2026

  2026-01-03T14:00:00-07:00

  Through market volatility, changing policy and economic pressure that affected businesses and individuals alike, the biggest lesson from 2025 was the importance of building economic resilience. While given industries were…

  
• Succession planning: Preparing for the expected or unexpected - Read Article

  Succession planning: Preparing for the expected or unexpected

  2025-12-21T10:00:00-07:00

  Succession planning warrants a place at the top of every business owner’s priority list. With an ongoing and accelerating trend of baby boomers considering their exit strategies, the conversation about…

  
• How your bank can help navigate market uncertainty - Read Article

  How your bank can help navigate market uncertainty

  2025-05-23T07:10:00-07:00

  Amid tariff announcements, market selloffs and related economic events, there are ways for businesses to partner with your bank to address short-term needs while building long-term financial resiliency. Read on…

  
• Passing the torch: Considerations for a successful generational business transfer - Read Article

  Passing the torch: Considerations for a successful generational business transfer

  2023-06-08T14:18:07-07:00

  According to ITR Economics, out of the 77 million Baby Boomers in the U.S., an estimated 12 million of them are privately held business owners. As ownership of businesses for…