Energy Industry Brochure

Strategic Financial Planning

BKD National Financial Services Group can assist with your strategic planning by conducting strategic planning retreats that produce a game plan for achieving overall goals and forecasting the results through financial projections.

Our business planning retreats help define your organization’s mission and goals; identify the operational, financial and management problems that may impede achievement of those goals; and develop an action plan.

Our computerized financial models allow you to compare past and future results, analyze the impact of variables, apply various financial formulas and ratios to existing financial statements and use analytical techniques to explain the numbers. These quantified results can be meshed with management’s goals.

Jason Rader

National Industry Partner

The Farmers & Merchants Bank

“I’ve done business with BKD for several years. They have come up with ideas that have helped us save money and with advice that has enabled us to work smarter, not harder, and be more efficient. Their insight has been instrumental in helping us manage the bank and keep us headed in the right direction. I really believe BKD has helped us be a better bank.”

— Charlie Butler, Retired President/Vice Chairman
The Farmers & Merchants Bank
St. Clair, Missouri

Bank of Ann Arbor

“I have found BKD to be very professional, knowledgeable and responsive to our needs. Their guidance has been instrumental to our bank and the benefits of their advice go well beyond the initial loan review process.”

— Tim Marshall, President & Chief Executive Officer
Bank of Ann Arbor
Ann Arbor, Michigan

BancStar, Inc.

“We like BKD because they know financial institutions. They have helped us with a variety of regulatory compliance services and always send well-trained and knowledgeable professionals to our banks.”

— Thomas H. Keiserm, President
BancStar, Inc.
Festus, Missouri

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