A community bank Wealth Management department faced flat revenue for the last few years and understood the lack of revenue growth was due to a lack of sales…

A community bank realized virtually all of their new business was coming from a group of very (very!) senior commercial lenders and branch managers who were within just a few short years of retirement. We were engaged to work with the organization to create the sales…

A bank purchased an RIA in their local market from a person that they knew socially and civically. They relied heavily on assertions of facts rather than a true due diligence process. Their due diligence process seemed to be limited to…

A client had an opportunity to purchase a trust department in a neighboring community from a bank struggling with capital and profitability (and regulatory problems). We were engaged to help the team through the process…