Buyer Advisory Services

If your bank is on the buy side of a transaction, there are many issues to address as you work through strategy, analysis, negotiation, acquisition and integration.

• Whom should we target?
• How much can we afford to pay?
• What cost savings can we expect?
• Do we have enough capital to complete the transaction and support planned growth?
• What nonfinancial issues will need to be addressed?
• What regulatory issues might we face?

American Planning can provide assistance through these phases to facilitate a smoothly executed transaction. Please call or email for additional information on how we can assist you through this process. All communications will be held in strict confidence, and we will gladly execute a confidentiality agreement designed to protect all parties.