Financial Services Holding Company

The company is a five-bank, multi-bank holding company. The five banks range in size from $31 million in assets to $170 million. The company is growing at about 20% per year and was expected to be a $700 – $800 million bank holding company in the future. They had been conducting annual planning for some time; however, there had been only modest success with implementation of the strategy plan. They asked us to assist in the company’s strategic planning activities and to facilitate the strategic plan formulation retreat.

We were asked to conduct the following in order to assist them in creating a strong strategic planning framework for the future: Conduct a high-level strategic assessment and research the industry; Prepare and facilitate a strategic planning session; Document strategic actions and discussion and present overall review to the Board of Directors.