Discovery & Planning Services

• Cultural Assessment
• Market Research
• Gap Analysis
• Strategic Business Plan Development
• Acquisition Strategy

Development Services

• Identification of Potential Acquisition Targets
• Preparation of Investment Philosophy and Policy Statement
• Product Development and Pricing Strategies
• Sales and Service Process Development
• Informal Executive Placement
• Incentive Compensation Design
• Vendor RFP Development and Contract Negotiation

Implementation Services

• Organizational Design
• Financial Projections and Proformas
• Compliance and Regulatory Support
• Ongoing Advisory Services
• Performance Measurement and Monitoring
• Due Diligence and Valuation of Acquisition Targets

Compliance Services
The Bank Services Group makes available special audit, regulatory and compliance services to financial institutions of all types and sizes. Those services include the following:

• IRC Section 468 B Compliance
• Regulatory Compliance Reviews
• Internal Audits
• Asset Based Loan Support
• Post Acquisition Integration Support