Your Guide to Building Enduring Value

Linda Ratner photo

  Practical Growth Strategies for Every Business Owner By Linda Ratner RN, MBA, CEPA   Let’s continue our journey to grow and strengthen your business’s value by exploring the next steps of the Value Maturity Index, the strategic framework designed to profoundly boost your business’s operational and financial dimensions. Our exploration spans five pivotal stages—Identify, […]

MidFirst Bank

Midfirst Bank photo

  Sherry Gonzalez, 1st Vice President, Private Banking   What is your specialization in the financial services industry, and why did you choose it as a career?   As the 1st Vice President of Private Banking at MidFirst Bank, I provide trusted, personalized, and confidential concierge financial services to affluent individuals and families. My role […]

The Strategic Exit

Linda Ratner Photo

The Strategic Exit: How Preparing to Leave Can Improve Your Stay By Linda Ratner   In the realm of business, where the stakes are high and the outcomes deeply personal, a single truth emerges: most business owners have a significant portion, up to 80% of their net worth, intimately tied to their company. This reality […]

The Dossier: Frost Private Banking

Frost Private Banking

Pictured L-R:  Gloria Connor, Assistant Vice President; Cindy Snyder, Vice President; Sibonae Jones, Vice President; Maralessa Gonzales, Assistant Vice President; Mildred Markl, Assistant Vice President; Denise Henk, Assistant Vice President; Leanne Ethridge, Senior Vice President  |  Not pictured: Linda Douglas, Senior Vice President; Veronica Payne, Vice President; Kandice Persad, Assistant Vice President     What […]

The Dossier: Broadway Bank

Broadway Bank

Pictured L-R:  Michelle Beza – AVP, Private Banker; Margaret Below – SVP, Private Banker; Brandy McQuiston – AVP, Private Banker   What are the benefits of having a Private Banker?   We provide a high level of service while offering customized solutions for clients. Our Private Bankers will clear your path to any account, loan, […]