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Strategic Planning: Maximizing Shareholder Value

Planning retreats and quarterly follow-up sessions for ownership groups, boards of directors, and/or leadership teams using customized approaches to fit the client situation and needs.

Increasing Need for Effective Strategic Plans

Through our thirty years of providing consulting services to the financial services industry, we have found that virtually all successful companies have one thing in common—a highly focused, actionable, and consistent strategic business plan.


Clearly, it has never been more difficult than it is today to focus the company on creating effective strategic business plans. However, in our view, the need has never been greater. Within the increasingly complex and rapidly changing financial services landscape, decision timeframes will continue to accelerate.


Consequently, winning institutions will be those that can adapt to an ever changing environment and make decisions quickly, consistently, and effectively in ways that not only address today’s immediate problems, but, importantly, move the company forward and closer to its agreed upon strategic and financial goals.


Bank Strategies, LLC has a long and deep history of providing strategic business planning assistance to a wide variety of banks and other financial services companies. Over the years, we have developed a proven methodology to help our clients identify key strategic opportunities, assess alternative approaches, and focus on those issues that are critical to the company’s overall success.


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Contact Information

Phone: 303-903-9369

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

EMail: Jim@bankstrategiesllc.com