The Private Bank

Choose Your Business Exit Strategy

Reading time: 5 minutes

May 23rd, 2024

Whether you own a small business or are an executive stakeholder in a Fortune 500 company, having an exit plan is a crucial part of the business cycle and vital for enhancing your legacy. In our most recent webinar, presented by The Private Bank and the Commercial Banking Group, Dave Stinson and Curtis Fessler discussed with moderator, Marissa Machida, invaluable insights into effective business strategies and exit planning.

About the Webinar Speakers

Dave Stinson, Vice President, Senior Manager Trust Administration

Dave Stinson joined Bank of Hawaii in 2019 as Vice President of Business Interests and Valuations. He has over 15 years of experience helping private company owners to value and transition their businesses. He is a Certified Exit Planning Advisor (CEPA®), an Accredited Senior Business Appraiser (ASA) with the American Society of Appraisers, and holds an MBA from St. Mary’s College of California and a Bachelor’s of Science in Business Administration/Finance from the University of Oregon.

Curtis Fessler, Senior Vice President, Senior Wealth Strategist

Curtis Fessler has over 20 years of experience in the finance industry. Prior to joining Bank of Hawaii, he served as a Senior Managing Director of a multi-family office and led the planning and strategy practice of a large regional bank.

Curtis is a Finance graduate of Auburn University in addition to completing professional education through the University of Chicago Booth College of Business. Curtis is a Certified Private Wealth Advisor as well as a Certified Exit Planning Advisor. He earned certificates in areas of behavioral finance, philanthropic, retirement, business, tax and estate planning.

Session Moderator

Marissa Machida, Vice President, Kalai Services Relationship Manager

Marissa Machida helps individuals and families, at all stages in their lives, manage the complexities of wealth accumulation, preservation and distribution. She actively works with local attorneys, certified public accountants and other professionals to help clients reach their financial goals and objectives.

Marissa is a graduate of Loyola Marymount University, where she received her bachelor’s in television production and business. She continued her studies at California Western School of Law, where she received her juris doctorate degree.

After law school, Marissa served as a law clerk in the First Circuit Probate court, which oversees probate and trust and estate litigation matters and as a deputy prosecuting attorney for Honolulu. Prior to joining Bank of Hawaii, Marissa was in private practice, focusing in the areas of trust and estate litigation and estate planning. Marissa serves on the boards of the Hawaii State Bar Foundation, Read to Me International and NAPABA-Hawaii. She is a recipient of the 2022 American Bankers Association 40 Under 40 in Wealth Management Award and was selected to the Pacific Business News 40 Under 40 Class of 2022.

You're about to exit

Links to other sites are provided as a service to you by Bank of Hawaii. These other sites are neither owned nor maintained by Bank of Hawaii. Bank of Hawaii shall not be responsible for the content and/or accuracy of any information contained in these other sites or for the personal or credit card information you provide to these sites.