• Program Overview
• The Role of The Rainier Group
• Program Benefits
• Program Leverages Best of Both Organizations

Program Overview

Bank Advisory Services provides the bank with the consulting capacity to capitalize on their relationships with owners of large private businesses. This consulting capability provides bank clients with the ability to plan and implement the following:

• Ownership Transition

  Assists business owners in strategically evalutate their options and implement their decisions in the following areas:

  • Retention for family members
  • Internal sale
  • External sale

• Management Succession

  Management succession planning matches the future leadership and operational management requirements of an organization with the skills and aspirations of the internal or external successors.
  
  

• Corporate Consulting

  Essential components of a successful Ownership Transition and Management Succession include governance, key employee retention and business valuations. We’ve learned through decades of experience that the integration of these planning areas is critical to long-term business success.

The Role of The Rainier Group

RGI brings a turn-key program to the commercial bank:

• Rainier helps quality, hire and train bank relationship managers devoted to the Bank Advisory Service program, and support them in delivering the program's consulting services.
• Utilizing Rainier's experince, unique processes and proprietary modeling capabilities, Rainier provides ongoing technical support to facilitate the Bank Advisory Services program.
• Additionally, Rainier provides access to and continued support from its consulting and technical specialists in:

  • Marketing
  • Case management
  • Product cross-sell

Program Benefits

Bank Advisory Services adds value to commercial banks in multiple ways:

• Expands and deepen the bank's primary business relationships
• Leverages existing relationships to increase lending and credit retention
• Provides a key point of differentiation to drive new primary business relationships
• Extends primary business relationships multi-generationally reducing competition
• Generates product cross-sell opportunities within the bank
• Generates meaningful additional fee income

Leveraging the Best of Both Organizations

STRENGTHS OF THE BANK
• Corporate relationships
• Commercial lending
• Money management
• Product breadth
• Community involvement
• Clients' trust

STRENGTHS OF THE RAINIER GROUP
• Consulting expertise
• Financial modeling
• Technical expertise
• Depth of experience in process
• Sales/marketing to high net-worth business owners