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Advisory Services

Our Financial Institution Advisory Group understands the internal workings of the banking industry. We devote a significant amount of our time to providing consulting and advisory services to financial institutions. In addition, we stay in the forefront of changing accounting and regulatory issues affecting your institution.

The following is list of advisory services that we provide to financial institutions. We have separated the "Core Services", which are the services that we believe are essential to your institutions ongoing success.

Core Services

  • Internal audit outsourcing
  • Information systems reviews
  • Independent loan and credit quality reviews
  • Asset/Liability Management (ALM) Reviews
  • BSA annual reviews
  • ACH Reviews
  • Deposit and loan compliance reviews
  • Liquidity Reviews
  • Fair Lending Review

Other Services

  • Seminars and Board training
  • Strategic planning
  • Policy and procedures assistance
  • Branch applications
  • DeNovo Bank services
  • Valuation services
  • Holding company applications
  • Regulatory assistance
  • Merger & acquisition assistance
  • Internal control review and assessment

We know financial institutions.

Saltmarsh is a unique firm with an established reputation for building solid relationships through sound advice. By combining personal attention with a diversity of services and expertise, the firm has grown to one of the largest CPA-led consulting firms in the Southeast.

We have been providing auditing, tax and consulting services to a wide range of financial institutions since 1944 – making it the firm’s largest specialty practice and industry of focus. We currently serve more than 120 financial institutions across the country, ranging in size from small single location institutions to larger multi-billion-dollar institutions. As industry specialists, we know the financial, operational and regulatory challenges you face. We also know the solutions you need.

Our Financial Institution Advisory Group includes an experienced team of shareholders and consultants with a passion for serving financial institutions and expertise that has established them as thought-leaders in the industry. We take pride in building long-lasting relationships with our clients.

The Bank Advisors - a Division of Saltmarsh, Cleaveland & Gund - Certified Public Accountants And Consultants
Phone: 800.477.7458 ° Email: thebankadvisors@saltmarshcpa.com
(c) 2020 Saltmarsh, Cleaveland & Gund

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