What We Do
Whether it’s a new Headquarters, Branch or Renovation, we’ve got you covered.
No Mulligans Here - Just Results
Our leadership includes former community banking executives and design builders. This dual-industry experience means we understand the industry and know firsthand how a financial space needs to look and function to meet operational needs all while efficiently constructing it.
How Do We Do It?
Facilities Planning
- SWAT analysis
- Network effect
- Consolidate
- Expand
- Refresh
- Branch priority model
- Lease analysis
- Ownership benefits
- Branch P&L
- Budgeting


Site Selection
- CCIM network - local brokers
- Demographics
- Growth trends
- Traffic counts
- Mapping
- Test fit - Ingress/Egress
- Visibility
- Ranking system Site due diligence
Design Process
- Architect interviews and selection
- Vision session
- Programming
- Staffing model evaluation
- Technology options
- Branding
- Maintain culture
- Branch Experience


Bidding Process
- General Contractor vetting
- Coordinate document delivery - Procore
- Respond to contractor questions
- Bid tabulation and comparison
- Recommendation
Construction Management
- Contract negotiations (AIA)
- Pay application review
- Weekly project calls
- Monthly project inspections
- Change order review
- Final punch


What is an Owner’s Representative?
Short Answer - An Owner’s Rep is essentially a third-party advocate hired by the project owner to oversee the planning, design, and construction processes. The Owner’s Rep acts as the owner's proxy, ensuring the project stays on track and aligns with the owner's goals. This approach is often used in the traditional project delivery model, where the owner contracts separately with designers (architects) and builders (contractors).