Actionable Consulting

Deep understanding, tailored solutions


Our information-based consulting is unique in the industry, powering us to identify best practices that are based on data rather than intuition or hubris. Kehrer Bielan’s principals have consulted for more than a hundred banks and credit unions, and more than 100 financial service and product providers, resulting in experience that is both broad and deep. Our recommendations go beyond the “what” and “why” to include the “how”. No other consulting firm in this space can match what we bring to help you identify and solve your business challenges.

Practice Areas

Click on a consulting practice area for more information on how we can help you identify and solve your business challenges.

Assessing BD Options: Changing, Building, or Outsourcing Your Broker Dealer

Business Performance Review

Business Optimization Strategies

Compensation Plan Review and Staffing Consulting

Due Diligence

Expert Witness Work

Training & Development