CU Partner specializes exclusively in working with small and mid-sized credit unions, typically ranging from under $5 million to $300 million in assets. Services are tailored specifically to fit smaller operational budgets.

CU Partner conducts thorough pre-planning financial analysis, facilitates an interactive 1-2 day board retreat, and provides a clear, action-oriented Tactical Plan with quarterly milestones for executive follow-up.

Consulting fees are structured to be affordable and predictable. Most engagements are offered at a flat-rate fee per project or retreat, with no hidden expenses.

Yes. CU Partner has successfully guided dozens of credit unions through NCUA supervisory exams, Net Worth Restoration Plans, CDCI Secondary Capital approval, and CDFI grant funding.

Simply explore our services or review our strategic planning options for details about advisory programs tailored for your credit union's goals.