“If you think it’s expensive to hire a professional to do the job, wait until you hire an amateur.”

Our accomplishments


49% ROAA improvement over a 5 year period and 36% higher than the closest national competitor; during this period profits grew $8 million


Turned around the profit performance of a 9 branch retail financial services District to “Top 5” ranking in U.S. in 4 years. Three of these 9 branches were in the troubled Ohio counties of Trumbull and Mahoning


ROAA finished better than budget by 150%, while reducing expenses 36% after 1 year


Negotiated exclusivity agreement resulting in savings of over $1 million


Reduced lending and collection expense by $864,000 in 1 year

This module can include:


Relationship pricing


Joint ventures


Internal and external rates and loan fees


Outsourcing options


Pricing strategies, models and the competition


Ancillary products


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“If you mean to profit, learn to please.”








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