Hosts: 

Dan Gordon, PCO Bookkeepers & M&A Specialists

Donnie Shelton, Triangle Home Services

 

Guest:

Lee McInnis, Senior Vice President, Fidelity Bank

 

Description: 

On the heels of the second largest bank failure in U.S. history, Dan and Donnie welcome Lee McInnis, senior vice president of Fidelity Bank, to the podcast to discuss small business banking issues. They discuss banking with small and regional banks, the best strategies to mitigate risk, how to get loans and lines of credit, and more.