Profitability Analysis

We serve community banks that represent a wide range of asset sizes.

As an accessible resource for clients, we provide ongoing communication and systematic reports that include comprehensive analyses on recommended budgets and profitability improvements by focusing on markets, customers and product lines.

We help our clients to formulate strategies that achieve profitability goals and objectives.

Our specialized profitability consulting utilizes account-level data management software. We prepare cost allocation assumptions for clients that are integrated with our proprietary funds transfer pricing model to generate profitability measures by line of business, product, department, branch, officer and customer.


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Loan PricingPRO® gives our lenders the flexibility they need to price loans in the context of the entire customer relationship. We could not be happier.
— Raj Mehra, Chief Financial Officer
Middleburg Bank, Middleburg, Virginia
Loan PricingPRO® has shown our lenders the value of the entire relationship and has given them what they need to compete in today’s lending environment.
— Klint D. Manz, Assistant Vice President
First Federal Bank, Defiance, Ohio

Our Profitability Analysis Experts

With five decades of experience, we are a trusted team of advisors that specialize in banking, finance, securities, and accounting practices.


Past Event

Morris to Host Western Independent Bankers’ WIBinar on June 27


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Past Event

Jeff Morris Addresses Virginia Bankers Association Annual Convention


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From the Experts

2017 Community Bank Budget Review

Posted 20170206.

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Webinar Series

Omni-Channels: The Effects of New Technologies on Bank and Branch Profitability

Posted 20161115.

Watch this Webinar