Capstone Strategic

Capstone Strategic, has twenty years of hands-on experience helping companies grow, and that includes working with credit unions to craft robust and actionable strategy for the future. The field of external growth and acquisitions entails every aspect of business life — operations, management, sales, marketing, and finance. Capstone addresses challenging issues and understands the strategic and tactical problems that middle market executives face.

Gain full benefit of Capstone’s wide-ranging experience. Capstone offers external growth thought leadership and education to CCUA member credit unions, while serving as a complement to traditional credit union planning sessions.

EXCLUSIVE CCUA MEMBER BENEFITS

Through this partnership, CCUA member credit unions have access to three-hour, onsite sessions facilitated by Capstone team members. A variety of topics will be available to explore in these meetings including external growth options, CUSOs as a growth vehicle, fintech partnerships, strategic planning, valuation, and finding opportunities in the credit union marketplace.

Solutions

• External growth planning
• On-site strategy sessions
• CUSOs as a growth vehicle
• Fintech partnerships