Description of Proposed Services. RP Financial's business planning services will include, but are not limited to, the following areas:
Description of Proposed Services. In this regard, RP Financial’s planning services will be comprised of: (1) evaluating the Bank’s current financial and operating condition, current business strategies and anticipated future strategies on a pro forma basis; (2) quantifying the impact of the Bank’s anticipated business strategies, incorporating the use of offering proceeds; (3) preparing detailed financial projections on a quarterly basis for a period of at least three fiscal years after the anticipated completion of the standard conversion and simultaneous acquisition, to reflect the impact of anticipated business strategies and the use of offering proceeds; (4) preparing the written business plan document which conforms with applicable regulatory guidelines, including a description of the use of offering proceeds and how the convenience and needs of the community will be addressed; and (5) preparing the detailed financial schedules of the capitalization and inter-company cash flows over the projection period. The financial projections will reflect Bank and consolidated levels. The principal sections of the business plan, consistent with the regulatory requirements, will include: Executive Summary; Description of Business; Market Area; Management Plan; Records, Systems and Controls; Monitoring and Revising the Plan; Alternative Business Strategy and pro forma financial projections. The financial projections will be prepared on a quarterly basis as described in the preceding paragraph. RP Financial will prepare the business plan for Board approval in advance of filing the plan with the regulators. Three Ballston Plaza Direct: (703) 647-6553 0000 Xxxxx Xxxxx Xxxx, Xxxxx 000 Telephone: (000) 000-0000 Arlington, VA 22201 Fax No.: (000) 000-0000 E-Mail: xxxxxx@xxxxxxxxxxx.xxx Toll-Free No.: (000) 000-0000
Description of Proposed Services. A statement of the television and radio services to be provided, including off-the-air, interconnect, microwave relay, satellite relay, pay television programming, and locally originated signals, and the proposed division of these Channels into Service Tiers. A statement setting forth a description of the following: the automated and/or microprocessor services proposed; two-way or upstream services proposed; production facilities to be made available by the Grantee for Public and Educational Access Channels required to be made available by this Chapter and/ or the FCC.
Description of Proposed Services. The services of RP Financial are anticipated to involve two phases. Phase I. Preliminary Plan - RP Financial’s business planning services in the preliminary planning phase are expected to include: (1) providing strategic planning advisory services to facilitate the development of the preliminary plan; (2) preparation of a summary description of the key business plan elements, organization structure, capitalization, operations and use of proceeds from the minority stock issuance; (3) preparing detailed quarterly financial projections for at least a three year period reflecting the operations of the Bank on a post-offering basis including the use of proceeds. It is anticipated that the preliminary plan will be submitted prior to meeting with officials of OTS in the form of an Executive Summary of the Plan to discuss the key aspects of the plan. Additionally, the preliminary plan would precede the preparation of a formal application for the minority stock issuance that would be prepared by the Bank and its regulatory counsel.
Description of Proposed Services. RP Financial’s business planning services will include the following areas: (1) evaluating the Bank’s current financial and operating condition, business strategies and anticipated strategies in the future; (2) analyzing and quantifying the impact of business strategies, incorporating the use of net offering proceeds both in the short and long term; (3) preparing detailed financial projections on a quarterly basis for a period of at least three fiscal years to reflect the impact of Board approved business strategies and use of proceeds; (4) preparing the written business plan document which conforms with applicable regulatory guidelines including a description of the use of proceeds and how the convenience and needs of the community will be addressed; and (5) preparing the detailed schedules of the capitalization of the Bank and mutual holding company and related cash flows. Contents of the business plan will include: Executive Summary; Description of Business; Marketing Plan; Management Plan; Records, Systems and Controls; Financial Management Plan; Monitoring and Revising the Plan; and Alternative Business Strategy. RP Financial agrees to prepare the business plan and accompanying financial projections in writing such that the business plan can be filed with the appropriate regulatory agencies prior to filing the appropriate applications. Rosslyn Center Telephone: (000) 000-0000 1000 Xxxxx Xxxxx Xxxxxx, Suite 2210 Fax No.: (000) 000-0000 Arlington, VA 22209 Toll-Free No.: (000) 000-0000 wxx.xxxxxxxxxxx.xxx E-Mail: wxxxxxxxxxxx@xxxxxxxxxxx.xxx
Description of Proposed Services. RP Financial’s business planning services will include as necessary: preliminary planning discussions with the Board and/or management; the preparation of pro forma financial projections reflecting the estimated impact of the conversion stock offering and post-conversion strategies; the preparation of presentation materials for any pre-filling meetings that may be required by the regulators in advance of filing the application, as well as for review by the Board; and the preparation of the written business plan consistent with the interagency regulatory requirements for regulatory applications purposes. Finally, if necessary, RP Financial will prepare amendments to the business plan reflecting required changes by the regulators, or updates or amendments to the plan required by the Association, to reflect changes in strategies, external factors and structural changes to the conversion transaction that may have a significant impact on the business plan and projected financial results. Specifically, RP Financial’s business planning services will include the following:
Description of Proposed Services. RP Financial is prepared to provide valuation and advisory services in three service areas: (1) preparation of purchase accounting valuation adjustments related to financial assets and liabilities acquired in conjunction with the contemplated Victory acquisition; (2) preparation of certain pro forma conversion/acquisition tables for the FDIC and Federal Reserve applications in connection with the mutual-to-stock conversion transaction and simultaneous acquisition of Victory (the; and (3) preparation of certain pro forma conversion/acquisition transaction merger tables for inclusion in the mutual-to-stock conversion offering prospectus. Each of these service areas are described below:
Description of Proposed Services. RP Financial's business planning services will include the following areas: (1) evaluating Citizens Community's current financial and operating condition, business strategies and anticipated strategies in the future; (2) analyzing and quantifying the impact of business strategies, incorporating the use of net offering proceeds both in the short and long term; (3) preparing detailed financial projections on a quarterly basis for a period of at least three fiscal years to reflect the impact of Board approved business strategies and use of proceeds; (4) preparing the written business plan document which conforms with applicable regulatory guidelines including a description of the use of proceeds and how the convenience and needs of the community will be addressed; and (5) preparing the detailed schedules of the capitalization of Citizens Community and mutual holding company and related cash flows.
Description of Proposed Services. The Contractor will deliver the following services to the Client: • xxxxxxxxxx
Description of Proposed Services. RP Financial’s business planning services will include the following areas: (1) evaluating the Bank’s current financial and operating condition, business strategies and anticipated strategies in the future; (2) analyzing and quantifying the impact of business strategies, incorporating the use of net offering proceeds both in the short and long term; (3) preparing detailed financial projections on a quarterly basis for a period of at least three fiscal years to reflect the impact of Board approved business strategies and use of proceeds; (4) preparing the written business plan document which conforms with applicable regulatory guidelines including a description of the use of proceeds and how the convenience and needs of the community will be addressed; and (5) preparing the detailed schedules of the capitalization of the Bank and holding company and related cash flows. Contents of the business plan will include: Executive Summary; Description of Business; Marketing Plan; Management Plan; Records, Systems and Controls; Financial Management Plan; Monitoring and Revising the Plan; and Alternative Business Strategy. RP Financial agrees to prepare the business plan and accompanying financial projections in writing such that the business plan can be filed with the appropriate regulatory agencies prior to filing the appropriate applications.
