FinPro, Inc.

Services

  • Partnership Package
  • Strategic Planning, Business Planning, and Budgeting
  • Strategic Plan Updates
  • Succession Planning
  • Capital Planning
  • Mergers and Acquisitions
  • Branch Evaluations, Acquisitions, Sales, Consolidations & Swaps
  • Strategic Alternatives Review
  • Asset Liability Management & Investment Advisory
  • Investment Advisory
  • Allowance for Loan and Lease Loss Methodology
  • De Novo Bank Pro Forma Strategic Business Plan & Regulatory Application
  • Mutual Conversion
  • Stock Appraisals and Valuations
  • Intangible Valuation and Impairment
  • 141R Mark-to-Market
  • Board Resolution, MOU, C&D Mitigation and COmpliance
  • Examination Preparation
  • Regulatory Consulting
  • Board Education, Training and Retreat Moderation
  • Expert Testimony
  • Branch Improvement Studies
  • Customer Segmentation Analysis
  • Market Ranking Studies
  • Site Studies & Branch Applications
  • Compensation Analysis
  • Community Reinvestment Act Performance Review
  • Quarterly Bank Fiduciary Package
  • Services - Mergers and Acquisitions

    Our Approach is Different

    As a consulting based firm, FinPro is uniquely positioned to assist our clients in building long-term shareholder value, rather than pushing the transaction at hand.
    Each financial institution is unique and has its own strategic and social issues. FinPro will work with management and the board of directors to identify and anticipate potential issues in order to proactively develop solutions. This approach ensures that each issue is appropriately addressed.

    Experienced M&A Professionals

    Each engagement receives the dedicated attention of an experienced managing director. FinPro's professionals have unmatched experience which provides a competitive advantage in navigating the regulatory approval process.

    No Surprises

    By following a structured process and keeping management informed on all matters, FinPro strives to eliminate last minute surprises.

    Meeting Your Needs

    FinPro's services include:
  • Managing a confidential bid process
  • Preparing and evaluating confidential bid materials
  • Modeling the pro forma financial impact of various transactions and deal structures
  • Providing fairness opinions
  • Preparing preventive defense strategies for hostile takeovers
  • The following table represents some selected transactions in which FinPro served as financial advisor.
    Copyright © 2005 FinPro, Inc.
    All Rights Reserved.