Overview

WelchGroup Consulting delivers a suite of banking consulting services to help you to assess the services and products you are getting from your current bank and to facilitate preferable banking relationships either with your current bank or to review other options that may align better with your company. We compare banking arrangements with your industry peers as well as benchmarking against other industry segments.

We also provide a suite of services geared towards clients “in transition.” Based on our extensive M&A experience, we can ensure that you receive the necessary additional support to set up tax advantageous vehicles such as trusts and holding companies.

Examples

• Get an objective review of your books and your current engagement with your bank
• Use our assessment reports to negotiate the best possible deal
• Compare banking options with professionals that provide objective and comprehensive assessment advice