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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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Profile

After 20 years in banking, I did something pretty outside the box for a banker…I became the host of a European travel and food show.  Trading my briefcase for a suitcase, I followed my passion for travel and food to Europe, exploring the continent one bite at a time, advising my viewers on the dos and don’ts of traveling to Europe. 

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More importantly during this time, I became a business owner.  Sitting on the other side of the desk, now as owner of a production company, I was now responsible for overseeing every aspect of the business, from sales and marketing to managing expenses, a staff, driving strategy and growing the bottom line. 

As you know, it isn't easy. 

It was, however, extremely rewarding.  As a business owner, there were experiences had and lessons learned that I could never have experienced or understood had I not been on this side of the desk.

With the challenges of Covid-19 on travel, it was the right time for me to return to banking, to do what I have always done best...advise and guide, this time however, not on where to eat and what to eat, but rather on helping businesses create visibility into their financial performance and strategies, helping companies "remove the blind spots" and "connect the dots" to new opportunities and outcomes.  This is something that I've always done, and now through the lens of a business owner.

And as a business owner, creating visibility into operations is key, and the impact that has on cash flow is critical.  Your banking and your banker play a pivotal role in achieving that visibility, and ultimately, in maximizing your return.  From driving revenue and reducing expenses, to streamlining operations, improving risk management, and leveraging new technologies...choosing the right partner is everything

And that's because there is a difference between a partner and a provider, between a relationship and a transaction...

...and my ask is to let me show you.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • Agriculture
    • Manufacturing
    • Restaurant/Food Industry
    • 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.

Amanda Klunk

Sales Support Associate

Jake Batcho

Commercial Credit Specialist

Jim Matousek

Treasury Sales Officer

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.