Integrated Financial Plans That Strengthen Decision Making
WHAT WE DO
We’ll help you develop a blueprint for financial growth that brings quantitative reasoning to the strategic plan to make informed decisions. An integrated strategic financial plan brings key issues into focus by mapping out available financial resources and matching those resources with capital requirements.
Examples of our core service offerings include:
Assessment of Funding Options
Pro-Forma Financial Modeling
Credit Analysis & Peer Comparison
Financial Health Assessment
Debt Capacity Analysis
Administrative Cost Benchmarking
How we Help
Navigating the Relationship Among Strategy, Capital Capacity, & Risk
We work with you to develop financial plans that quantify your institution’s ability to create value over time.
We start by developing a realistic financial plan, then conduct sensitivity analyses to assess capital requirements and start-up investments, and changes in payment levels that will result from the new plan. During each step, we’ll help you ensure an effective balance that maintains or improves your institution’s financial integrity within an appropriate credit and risk context.
Featured Financial Planning and Analytics insights
Talk with one of our experts to discuss the right path forward for your organization