INTERIM CFO / MENTORING Engagements

Executive leadership support and continuity during a short-term disability or the retirement or loss of a key executive. Give yourself time to find or develop the best candidate with a part-time or interim CFO engagement. Many times a high potential employee is not quite ready for promotion and requires further development and mentoring. Individual development plans and ongoing mentoring provides an opportunity to hire from within. CFO review and consultation services are also available as needed to meet your budget.

PROFITABILITY, Growth &
performance review

An independent review of your institution’s profitability and performance can identify specific opportunities to enhance earnings and build capital. Includes actionable ideas, tactics and guidance for the leadership team to support strategic initiatives for organic growth in your markets.

M&A CAPACITY &
DUE DILIGENCE Support

Buying or selling requires a thoughtful assessment of your readiness and capabilities for success. Mergers and acquisitions take a significant commitment of resources which can stress your existing team. Bringing in an experienced M&A financial professional can provide a seasoned resource to support your growth plans and avoid costly mistakes. Alternatively, if you’re exploring a merger or sale you’ll want to maximize the value of your institution by understanding the key drivers and identify weaknesses or gaps that will reduce value. Financial analysis of the risks and opportunities of proposed transactions is only one element of the equation. A comprehensive view includes advance due diligence, key contract evaluation, executive and employee retention, pro forma financial modeling, cost savings, management assessment & compensation review, accounting and regulatory considerations, systems and organizational integration, loan and credit review, funding & investments.