Forvis Mazars knows that consumers change, markets shift, and financial institutions either adjust or lose momentum, which is what makes deciding where, when, and how to take the next step so critical. It’s important to understand the options available and identify the right strategic path for your financial institution.

Our consultants are nationally recognized for their experience and work with financial institutions to help them anticipate and respond to the trends and challenges affecting their business. Our strategic consulting practice offers customized services related to strategic planning, expansion planning, capital stress testing, regulatory consulting, and preparing for examinations.

We have assisted all types of financial institutions in the development of strategic plans. We begin with a review of the client’s situation, then help them develop their goals and objectives, both financial and organizational. Next we help them develop action plans with specific timeframes in which to achieve the established goals. We continue to monitor and follow-up to help them achieve of their objectives.

Our Strategic Consulting services include:

• Strategic Planning
• Capital Planning/Stress Testing
• Loan Portfolio Stress Testing
• Market & Branch Feasibility Studies
• Concentration Assessment and Reporting
• Operational Reviews
• Technology Consulting
• Management Studies and Regulatory Consulting
• Compensation and Human Resource Consulting
• DeNovo Charter Consulting