Consultation Services

ACBB doesn’t partner with just anyone. That’s why in choosing partners we performed extensive due diligence based on extremely high standards. We are happy to partner with the following respectable and superior firms so that we can offer you a full array of consultation products and services.



BITS provides best-in-class telecommunications services. They offer a complete platform of next generation telecommunication services, specifically developed to simplify banks’ technical, operational, and regulatory requirements. Our services provide cost savings, unmatched efficiency, risk reduction, streamlined solutions, and peerless, always-on customer support.


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CPCC negotiates check printing contracts on behalf of financial institutions.  Our principal, Jim Schartman was a top sales performer for one of the country's largest check printing companies for more than 32 years.  Since early 2015 we have impartially negotiated check printing contracts on behalf of more than 125 institutions.  The vast majority of our clients choose to stay with their current vendor and enjoy net savings of 40% or more. There are no out of pocket costs to the institution - the check vendor funds our entire consulting fee.  We offer your institution a free, no obligation Opportunity Analysis that will provide a specific projection of your institution's potential savings.  Common five year contract savings for an institution with 30,000 checking accounts is $500,000 or more.  

Compliance Anchor


Compliance Anchor provides you a lifeline with education and resources to see you through the compliance storm. Designed by Compliance & BSA experts and attorneys, Compliance Anchor offers insights into the most critical compliance issues facing community financial institutions and can save you hundreds of hours reading and research. Our services include: Over 35 sessions annually, unlimited use & archived sessions, direct access to ACBB's compliance and BSA experts, many sessions qualify for CRCM and CAMS credits, network with community banks across the northeast.






Advisory Services Division

Founded in 2006, the Advisory Services Division of ACBB is staffed by seasoned Bank professionals whose combined talent and experience can assist with many of your financial institution's needs.  Our diverse services include:

Credit Services:

  • Annual Loan Review
  • Loan Workouts
  • Outsourced Credit Analysis (originations or annual reviews
  • M&A Loan Due Diligence
  • ALLL Methodology, Calculations and Validations

Other Services:

  • Loan Policy Creation or Rewrite
  • Strategic Planning Facilitation
  • Board Planning
  • Model Validations
  • OREO Management
  • Note Sales
  • Expert Witness Testimony

For more information contact Managing Director David Brown at This email address is being protected from spambots. You need JavaScript enabled to view it. or 978-844-4192.


Contact us to learn more.