At the conclusion of each engagement, we ask the client to respond to a few questions (in retrospect) regarding the project and to share their experiences with future Bankmark clients. Below are but a few of a long list of questions to which we consistently receive overwhelming responses of, " I strongly agree".
Proven methodologies and an effective operational infrastructure.
Director workshops that increase industry knowledge, provide common language, and increase each participant's sales effectiveness level.
Efficient deployment of resources which maximizes each Organizer's personal time. This greatly enhances the overall performance and effectiveness of the board and management group.
The introduction of a proven market maker that establishes a relationship during the organizational phase. This alliance assures the liquidity of an after-market for the bank stock. With a market maker in place, the bank stock qualifies as an investment for IRA, Roth IRA, Keogh, SEP, and 401(k) purposes, an essential element in placing stock.
A firm that will facilitate, at no cost to the investor, the transferring and management of all qualified retirement purchases.
Direct links to investors and potential directors not currently accessible to the organizers. This is a result of the contacts Bankmark developed during previous successes in Pleasanton and other key Bay Area communities.
Introductions to significant investors' with "put away power" should the group experience a short fall in reaching the required capital threshold.
A "Non-political" working environment. We hold the participants accountable for their actions or lack thereof. We therefore focus on getting the job done. The concern of having to "work with certain individuals" after the bank opens is not an issue, so it does not compromise the successful completion on the project.
Critical liaison with news agencies and the media. This ensures that the bank receives the amount and quality of coverage it deserves.
A cadre of suppliers of goods and services who perform now, but are willing to carry a portion of the client's account based upon Bankmark's record of accomplishment.
Assurance to those at risk that the project will be successful. We are the only consulting firm with a 100% de novo completion record.
A level of credibility the project needs to effectively function in the local marketplace and interface with the regulators and other financial service providers.
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