Advisory

Our Financial Institution Advisory Group understands the internal workings of the banking industry and the unique challenges facing financial institutions. We devote a significant amount of time providing strategic and advisory focused services to our financial institution clients of all sizes. We are committed to staying in front of changing accounting and regulatory issues and are here to help you navigate accordingly.

Core Advisory Services

• Internal Audit Outsourcing
• Information System Reviews
• Independent Loan & Credit Quality Reviews
• Asset/Liability Management (ALM) Reviews
• BSA Annual Reviews

• ACH Reviews
• Deposit & Loan Compliance Reviews
• Liquidity Reviews
• Fair Lending Reviews

Additional Services

• Strategic Planning
• Board Training
• Policy & Procedure Assistance
• Branch Applications
• De Novo Assistance
• Valuation Services

• Holding Company Applications
• Regulatory Assistance
• Merger & Acquisition Assistance
• Internal Control Review & Assessment
• Training & Education