RP Financial - Serving Financial Institutions and Financial Services Companies Nationwide
We Make Our Clients More Successful

RP® offers a wide variety of services that assist clients from inception (De Novo Charters, IPOs), through expansion (M&A Advisory, Branching, Strategic Planning), through hard times (Capital Planning, Reorganizations), and with their exits (M&A Advisory). We also offer a number of tangential services, including ESOP valuations, goodwill impairment analyses, management studies, and others.

Over the years our practice areas have developed with the evolution of banking regulation, trends in the market, and growth in our clients’ business. Given the recent banking crisis, RP®’s services have focused on strategic, business and capital planning; evaluating alternative capital options to recapitalize and take advantage of market opportunities; performing fair market valuations for merger transactions and testing for goodwill impairment; assessing management strength and organizational needs and efficiency; and assessing the overall risk profile and making recommendations as the banking regulators have emphasized the need for strong Enterprise Risk Management (ERM) programs.

RP® is very committed to long-term client relationships, and clients keep coming back due to our commitment to customer service, our deep industry knowledge, and our proven expertise in helping them be more successful businesses.
Serving the Financial Services Industry Since 1988

RP® is a highly recognized and respected consulting firm advising banks, thrifts, credit unions and other financial services companies nationwide. RP® also advises private equity firms and other investors seeking to acquire and recapitalize banking companies. Formed in 1988 by seasoned banking consultants, the services we offer include merger advisory, corporate valuation, strategic planning, profitability analyses, merger valuation in accordance with SFAS 141-R, goodwill impairment valuation in accordance with SFAS 142 and CRA planning. RP® recently expanded its staff and services to more fully provide management studies and Enterprise Risk Management services.

Latest News

12/26/2011 - Earnings Challenges, Compliance Burden to Define Community Banking in 2012, Experts Say

12/12/2011 - New Posts: NCUA Inches Toward ERM, ERM, Jr. - How to Design a Scaled-Down ERM Program and How to, How Should CROs Function at Smaller Financial Institutions?

12/5/2011 - RP Financial is pleased to announce our relocation to Suite 600 within our current building to accommodate our expanded staff in the Enterprise Risk Management area .

11/29/11 - New Posts: Enterprise Risk Management Assessment Presentation, Big Bank Ideas for Small Bank Risk Mitigation, and How ERM Can Aid Capital Planning

06/18/2011 - Risk Planning as Part of the Strategic Planning Process

05/18/2011 - Will Taxes be the Death of the Credit Union Charter?

04/2011 - Accounting Accountability (Link)

03/28/2011 - Bank Safety & Soundness Advisor (PDF)

03/14/2011 - How to Design a Scaled-Down ERM Program and How to Know If It’s Right for You (PDF)

01/24/2011 - RP® Financial, LC. announces the rollout of its expanded Enterprise Risk Management consulting services to banking companies
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01/17/2011 - RP® Financial, LC. is pleased to announce that Marcus Faust Is joining the firm as a Senior Vice President, with a focus on Enterprise Risk Management (ERM), management studies and compliance consulting
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08/31/2010 - RP® Financial, LC. expands Management Studies services, particularly designed for banking companies subject to regulatory enforcement actions in which such third party studies are required.
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