Banking Advisory Services


  • Internal Audit Outsourcing/Co-sourcing
  • Regulatory Compliance Reviews
  • Sarbanes Oxley Compliance
  • Project Management
  • Enterprise-Wide Risk Assessments
  • Strategic Planning
  • Development of Policies and Procedures
  • Internal Controls Review & Documentation
  • Fair Lending Risk Assessments

Business Valuations for:

  • Private companies
  • Independent banks
  • Family Limited Partnerships
  • Estate & gift tax structures
  • Stock options
  • ESOPs


Fast Facts

  • Our team is composed of CPA’s, Certified Internal Auditors, Certified Internal Controls Auditors and Certified Fraud Examiners
  • Briggs & Veselka professionals have worked in industry as regulators, financial professionals and as compliance officers
  • We bring deep industry experience in all major industries resulting in practical insights and short learning curves on new engagements
  • Our focus on growing entrepreneurial companies means a right-sized approach that is cost-efficient and effective


David Phelps

Business Advisory Partner, CPA


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