Message from our Principal  
   
   
                   
                   
  BAXTER FENTRISS & COMPANY, Richmond, Virginia

Acquisition Due-Diligence for potential syndicated investors in a medium-size financial institution in Texas

On-site review of loan portfolio, management and operating procedures.

 

ADAMS NATIONAL BANK, Washington, DC

Due-Diligence for purchase of CONSOLIDATED BANK & TRUST COMPANY, Richmond, Virginia

Organized and conducted the on-site review of this troubled bank which was subsequently acquired by Adams' holding company. The examination included a detailed review of the bank's over-all financial condition and loan portfolio as well as an evaluation of key executive officers.

 

CHAMPION INDUSTRIES, Baton Rouge, Louisiana

Sales/Marketing Consultant for Bourque Printing Company

Responsible for designing and introducing the Company's Profit Enhancement Program (PEP) to all financial institutions in the state of Louisiana. PEP is an exclusive program for small and medium sized banks, thrift institutions and credit unions designed to lower costs attendant to these firms' requirements for operational and promotional printed materials. The key elements of this program are:

  • An incentive payment, in advance, of 10% of all printing costs for the first year of participation and 5% for the second year.
  • All printing costs are "frozen" for 3 years.
  • The cost basis is determined by the participant based on their actual invoiced printing expenses.
  • Total cost reduction for the three year period is calculated to be in the 22% - 28% range.
  
                   
                   
                   
                   
   
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