Oakworth had the opportunity to capture Mr. Clark’s testimonial in his own words.
“Oakworth sets itself apart from other banks and financial institutions by the value they place in their relationships. I’ve worked on several large acquisitions with the team at Oakworth and have been able to see first-hand on the advisor side of the table just how impactful that relationship-based approach really is. Oakworth does a lot of due diligence to make sure people qualify for services. Many banks around Nashville and Middle Tennessee are no longer relationship-based and seem to have become mostly “transactional”. Oakworth distinguishes itself by prioritizing personal relationships and timely, proactive communication. Their dedication to really understanding their clients is not just rare; it reflects their integrity and forward-thinking approach.
“Marcum’s national employee stock ownership plan (ESOP) practice is a leader in advising middle-market companies on ESOP sale transactions, fairness opinions and other consulting advisory services. One thing I am really looking forward to collaborating with Oakworth is an ESOP education series. Choosing the right lender is not only an integral part in funding an ESOP transaction, the company’s ongoing relationship with the lender it chooses is also necessary in ensuring the long-term viability and success of the ESOP. Oakworth will play a key role in helping clients and prospects who are seeking an ESOP as an option for their business.
“Nashville has really taken off in the last decade. Middle Tennessee’s tax advantages and quality education continues to draw people to the area, many of whom are looking for a banking partner that will take the time to understand them and their aspirations. Oakworth’s personal approach to banking is suited to do just this and to also anticipate and meet their ever-changing needs.”
About Bill Clark
Bill is a partner in the assurance services division and leads the construction industry practice group in Marcum LLP’s Nashville office. He has over 27 years of experience in public and private accounting for construction contractors and manufacturers. Bill supervises audits, reviews and other attestation engagements. He regularly consults with clients regarding the sale of their company, merger and acquisition opportunities, asset purchases and financing, tax strategy and continuity planning.
Mr. Clark’s company is serviced by our Middle Tennessee location. Learn more about our Middle Tennessee team here.
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