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Business Planning

RP Financial's business planning services assist banking companies with robust business plans that meet regulatory expectations and include various adverse planning scenarios.

Formal Plan Preparation


We prepare comprehensive documents consistent with regulatory guidance which address organizational, operational, competitive, and risk management areas

Financial Projections


Using our proprietary financial projection model, we consider economic scenarios, project strategic plans, and corporate transactions, capturing key financial ratios

Adverse Planning Scenarios


We perform enterprise-level and loan portfolio stress testing consistent with regulatory guidance to quantify material risks and identify vulnerabilities

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