Services - Partnership Package

The Partnership Package is an exclusive annual retainer service established to provide a client with the highest level of FinPro assistance on an ongoing basis. In addition to having immediate access to all of FinPro's resources, subscribers receive the following benefits:.

Ongoing Strategic Advice

FinPro provides priority service to its parternship clients. Partners are provided with scheduled periodic strategic advice, including access to data and recommendations in order ot make informed decisions. Partners will have priority access to FinPro's principals.

Capital Markets Advice

FinPro will provide ongoing capital markets advisory services to the Partner. These will include our expertise on:

How and When to Raise Capital

What Form of Capital to Utilize

Stock Dividends/Splits

Stock Repurchases

Cash Dividends

Ongoing Merger and Acquisition Advisory

Asset/Liability Advice

Managing interest rate risk is not just a regulatory requirement but an essential element to the overall success of your institution. FinPro will review existing ALM analyses and provide an accurate and reliable quarterly analysis so you can make informed decisions more efficiently.

Securities Analysis

Purchasing securities needs thorough due diligence and brokers often try to mark up securities for their benefit. FinPro will review investment purchases in the context of a client’s balance sheet and overall strategy to ensure fair pricing by brokers and that the security is a safe purchase for the Partner.

Branching/Markets Advice

As prime site locations become more and more difficult to find, institutions need to utilize detailed data and market research to make effective branching decisions. Proactive measures will allow institutions to specifically target towns and markets that match their strategic branching objectives. FinPro will assist its Partners in finding:

Markets

Sites

New Product Development

Customer Segmentation

Operational Advice

Discuss operational areas of concern such as regulatory reporting, customer segments, and marketing to existing and new customers.

Quarterly Fiduciary Package

Annual Board Retreat

Quarterly Pertinent Issues Report

Quarterly Value Book

Other Selected Analyses

Provide necessary analytical services when requested