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Strategic Planning: Maximizing Shareholder Value

Many challenges face community banks today, including loan and deposit growth, compliance management issues, corporate governance and risk management, new product development, IRR management, profitability, expansion and acquisition, technological opportunities, succession and shareholder value enhancement, and capital planning.


Strategic planning is critical to proactively maneuver through these numerous challenges within the current banking environment. Bank Strategies LLC, through our team of highly experienced team members, is prepared to assist the directorate and management of the community bank by bringing ideas, solutions and processes to enhance and improve the development of goals and strategies to address the myriad of issues facing community banks today.

Increasing Need for Effective Strategic Plans

  • Maximize shareholder value

  • Strategic planning facilitation

  • Pre-planning session surveys

  • Strategic plan development

  • Plan monitoring and tracking

  • Business strategy assessment and consultation



Bank Strategies, LLC produces a periodic email covering a variety of topics including those shown on this web site in the "Our Thoughts" tab plus others that we do not add to this web site.  If you would like to be added to our email list, please email Jim Swanson at Jim@bankstrategiesllc.com with the term "Subscribe me" as the subject line of the email.  Thank you.


Contact Information:

Phone: 303-903-9369

Mail: 75 S. Joyce Street, Golden, CO 80401

EMail: Jim@bankstrategiesllc.com