Business & Financial Consulting

The Importance of Long-Term Strategic Planning

Strategic planning is an important, often overlooked facet of business growth. You see, business leaders who spend too much time working in the business forget to work on the business.…

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7 Ways to Enhance Your Compliance Function

Ensuring your bank’s compliance function is effective and meeting expectations is of the utmost importance to regulators. This is evident through the design of the examination process and creation of…

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Do You Have an Exit Plan?

Many business owners spend decades building their companies. But there will come a day for all when it is time to exit. Too many business owners allow time to lapse,…

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Why You Should Consider A Fractional CFO For Your Business

In today’s hybrid environment, outsourcing is commonplace, and remote work has never been more accepted. Combining those shifts with the need for more financial strategy and leadership, your business could…

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How Independent Loan Reviews Can Mitigate Risk to Your Institution

Banks and financial institutions rely on the insight from independent loan reviewers to uncover potential risks embedded in their loan portfolios. As part of standard practice, financial institutions engage independent…

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Risks You Haven’t Thought of: How Climate Change is Presenting New Challenges for Lenders

In the Fourth Quarter of 2021, President Biden presented his administration’s “roadmap for climate change,” identifying how government agencies would strengthen infrastructure in response to worsening climate conditions. This was…

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Writing A Successful Business Profit Plan

Now more than ever, clients are reaching out to us for advice on how to create successful business plans that will consistently drive profits. Many thriving businesses begin with someone’s…

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Nonprofits – What’s Keeping You Up At Night?

The answer is probably “a lot of things” right? It is for many of us here at Mercadien. Our Nonprofit and Human Services Group meets regularly to discuss our clients’…

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Times Are Changing – Have You Reviewed & Updated Your Strategic Plan?

It’s hard to believe that over a year has gone by since many of us have changed the way we do business. I have only been in the office a…

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The Right Valuation Approaches During Times of Uncertainty

The uncertain economic environment during the COVID-19 pandemic has made business valuation practitioners questioning the more historically utilized inputs. Many companies have experienced unforeseen growth or decline, depending on the…

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