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Buyer's Guide

Mergers

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Platinum Suppliers

Doeren Mayhew Dollar Associates, LLC Hauser Jones & Sas Lillie & Company

CBA Capital Partners Ltd.

95 Mortimer Street, Suite 26 | London, VA

Phone: 2071933452

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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CUSTOMatrix, Inc.

4740 Mission Gorge Place No. 400640 | San Diego, CA 92120

Eric Chriss
CEO
858-240-5040

http://www.customatrix.com/

Service Areas: Board Education, Executive Benefits & Compensation, Mergers

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Davis, Malm & D'Agostine, P.C.

One Boston Place 37th Floor | Boston, MA 2108

Devon A. Kinnard, Esq.
Shareholder & Director
617-589-3858

Phone: 6175893858 | Fax: 6173053158
http://www.DavisMalm.com

Service Areas: Compliance, Legal Services, Mergers

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Doeren Mayhew

305 W. Big Beaver Rd. Ste. 200 | Troy, MI 48084

Robin D. Hoag, CPA, CGMA, CMC
Shareholder, Financial Institutions Group
(248) 244-3242

Phone: 2482443242 | Fax: 2482736842
http://doeren.com

Service Areas: Audit/CPA, Compliance, Mergers

For more than 40 years, our Financial Institutions Group has dedicated itself to the industry serving hundreds of credit unions across the nation with effective external and internal auditing, IT assurance and cybersecurity, lending portfolio reviews, mergers and collaborations, and other advisory services. Drawing on our experience, we apply our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.  

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Dollar Associates, LLC

194 Narrows Drive, Suite 104 | Birmingham, AL 35242

Dennis Dollar
Partner
205-991-1525

Phone: 2059911525
http://www.dollarassociates.com

Service Areas: Consulting, Mergers, Strategic Planning

Dollar Associates is a credit union consulting firm specializing in FOM issues, community charters, merger support, underserved area expansions, regulatory compliance, strategic planning, executive recruiting, board and management training, staff education and governmental relations. Working with both credit unions and the organizations that serve them, Dollar Associates offers regulatory, public policy, strategic and management expertise from recognized industry leaders with personal attention and competitive rates.

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Feldman Financial Advisors, Inc.

1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531

Peter Williams
Principal
202-467-6862

Phone: 2024676862
http://www.feldmanfinancial.com

Service Areas: Consulting, Mergers, Strategic Planning

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Hauser Jones & Sas

10940 NE 33rd Pl #100 | Bellevue, WA 98004

Roger A. Jones, CPA
Partner
4258891778

Phone: 2318182258
http://www.jonesandsas.com/

Service Areas: Audit/CPA, Compliance, Mergers

Hauser Jones & Sas was established to serve the audit, tax and regulatory compliance needs of credit unions. Service to community runs through our veins, and with that comes a deep sense of appreciation and responsibility to serve our clients with honesty, integrity, and accountability.  For 35 years and counting, we have helped credit unions of all sizes to be successful while helping the people who manage and oversee credit unions to thrive in their positions.  We currently serve more than 50 credit unions throughout Washington, Oregon, Idaho, Montana, Alaska, and Northern California. If you value industry expertise and a close, professional, working relationship with a proven team, then we are the audit, compliance, and consulting firm for you.  Our audit and internal audit teams have extensive experience in serving credit unions in lending, deposit operations and in complex reporting and accounting issues. We recognize that expertise and experience alone are not enough to build a successful client-auditor relationship. There has to be trust and open communication. Our culture provides a competitive edge that allows us to build strong client relationships and attract the top professionals and knowledgeable workers to serve you better.

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Howard & Howard Attorneys PLLC

450 W. 4th St. | Royal Oak, MI 48067

Steve Van Beek
Attorney
248-723-0521

Phone: 248-723-0521
http://www.howardandhoward.com/

Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers

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Lillie & Company

801 West Cherry St.Suite 100 | Sunbury, OH 43074

Steve Lillie
Partner
740-965-2294

Phone: 7409652294 | Fax: 7409651891
http://www.lilliecpa.com

Service Areas: Audit/CPA, Compliance, Mergers

Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. The value of partnerships is our deep knowledge of the credit union industry.  In addition to providing quality audits, we take a holistic view of your credit union and offer expert advice and consulting services to help your business thrive. In addition to our core services of annual and compliance auditing, we can assist you with mergers, field of membership expansions, defined benefits packages, ALM & AML model validations, balance sheet optimization, and much more. Contact us and we’ll be happy to discuss your needs. 

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Nice Enterprises Inc.

P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459

Ron C. Nice
President & CEO
303-980-8100

http://www.trynice.com/

Service Areas: Board Education, Consulting, Mergers, Strategic Planning

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P360

28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677

Carl Meiswinkel
President
949-347-7700

Phone: 9493477700 | Fax: 9493477701
http://www.p360inc.com

Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers

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Pence and MacMillan LLC

129 East Carlson | Cheyenne, WY 82009

Phone: 3076380386
http://www.penceandmac.com

Service Areas: Legal Services, Mergers, Strategic Planning

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RPC CPAs + Consultants

2700 San Pedro NE | Albuquerque, NM 87110

Kevin J. Koval, CPA, CFP, ABV
Senior Manager
505-883-2727

http://www.rpcllp.com

Service Areas: Audit/CPA, Consulting, Mergers

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Samaha & Associates, Inc.

650 West Ave., Unit 3011 | Miami Beach, FL 33141

Sabeh F. Samaha
President/CEO
855-772-6242

Phone: 8557726242
http://www.ssamaha.com

Service Areas: Technology Consulting, Contract/Vendor Management, Mergers

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The Strawhecker Group

11605 Miracle Hills Dr | Omaha, NE 68154

Phone: 402-964-2617
http://www.thestrawgroup.com

Service Areas: Market Research, Consulting, Mergers

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Wilary Winn LLC

55 East 5th Street | Saint Paul, MN 55101

Phone: 651-224-1200
http://www.wilwinn.com

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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