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Extraco Banks
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Succession Planning

Strategy for your offense is a strong defense.
Adequate succession planning can ensure your business will be preserved as you want it to be.

Would your sudden departure be a major financial crisis at your company? 

Our planning professionals can help you evaluate options to maximize the wealth tied-up in your business and secure the future for you, your family and your company.

Portfolio Analysis and Evaluation

We’ll take a close look at your company’s services and products, evaluating sales, market share, cost of production and potential market strength.

Transfer of Ownership

Many business owners will face a time when they need to transfer their ownership rights to another person or entity. Let us help you make the transition as smooth as possible.

Estate Planning

Safeguard your life’s work. Let Extraco help you design an estate plan that can help minimize taxes, protect assets from unseen risks, and ensure that your legacy goes on.

Asset Protection

We will work closely with you to make sure your assets are optimally positioned to minimize exposure to litigation and creditors.




Extraco Banks is a Member FDIC. Securities offered through Extraco Banks are NOT Deposits, NOT Insured by the FDIC or any Federal Government Agency, NOT GUARANTEED by EXTRACO BANKS or its Affiliates, and MAY GO DOWN in value.

Business Lending 

Build, buy, produce, or expand. 

Whatever your business needs, we're here to make it happen.

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