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2023 Mid-Sized Business Owner Report

Our inaugural Mid-Sized Business Owner Report captures viewpoints on the economy, financing in their businesses, labor, digitization, and more.

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Everest joined Bank of America in 2021 and has been involved in the banking industry for over 15 years.  He has banking experience in Retail, Business Banking and Commercial Banking.  Mr. Lau has a bachelor’s degree from The University of Florida in Business Administration and Mass Communications.  Everest has also been a part of Leadership Irving - Las Colinas, both as a graduate and a mentor for the program.  

Having a background as a Business Owner gives Everest an understanding of what it takes to run a business.  One of the main challenges a business has is how to compete in an increasingly digital world.  Bank of America as the tools to aid businesses in making the transition from their current cash management processes to our digital platform.

Our first step is to listen, so that we better understand what’s top of mind for you and your business. Knowledge of where you are today, and where you want to go tomorrow provides a strong foundation to our partnership.

•Data is foundational to every business: Clients are often spending resources to enhance their data environment, including seeking ways to improve access, transparency, and reporting of their data to be more predictive in making business decisions.
•Transformation is necessary to stay competitive: Businesses recognize the need to transform the client and employee experience, find ways to automate manual processes, better adapt to competitive landscape changes, and develop and introduce new products and services at a faster pace.

Everest lives in Frisco, TX with his wife and three children.  He stays active by coaching his son and daughter’s soccer team, as well as volunteering at their school.  He is also a huge Florida Gators fan.


    • Accounting and Law Firms
    • Engineering Firms
    • Government Contractors
    • Healthcare & Physician Practices
    • Manufacturing
    • Not-for-profit
    • Professional Services
    • Technology Services

Meet the Team

With access to the global resources of Bank of America, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Yanine Francis

Sales Support Associate

Lola Tola

Treasury Sales Officer

Brian Arnold

Treasury Sales Analyst

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.

You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.