Business Plan Development

A written plan provides a crucial road map for your credit union’s activities, and is often required by the regulator. Whether you’re looking to expand your charter to serve a community or an underserved area, we are here to help.

Your Member Relations team steps in to relieve the burden that plan preparation can present. Our consultants start by meeting with you as needed to gather all required information. Then we draft the plan, complete with overviews of the credit union, current and projected financial statements, internal and external analysis, competitive review, goals and objectives, and more.

The result? A solid, professional, dynamic plan that empowers you to leverage your uniqueness and align your resources for success.