Financial Consultants for Audit, Compliance, Risk and Growth
Trusted advisory for regulatory compliance and readiness, tax planning, internal audit, IT general controls, business valuation, and M&A due diligence/integration – purpose built for community and regional banks and credit unions across the I-20 corridor and surrounding markets.
Since 1946
Established professional services pedigree
Nationwide Reach, Local Depth
Louisiana, Texas, Arkansas
Cross disciplinary bench
Audit, tax, valuation, risk, cyber, retirement plans, transaction advisory (one firm)
Banks and credit unions operate under relentless regulatory, risk, and operational pressures. HMV partners with finance, compliance, risk, and IT leaders to reduce complexity and accelerate outcomes – from regulatory reporting and financial modeling to tax and auditing, internal audit, M&A due diligence and post-acquisition integration. We’ve supported financial institutions with assets ranging from $10M to $2B, so whether you’re a growing community institution or scaling through expansion and M&A, we can help you move forward with confidence. We meet you where you are, align teams around clear roadmaps, and deliver evidence backed results.
Why HMV’s Specialized Banking and Credit Union Consulting Matters
Assurance Services
Ensuring financial statements are in accordance with GAAP.
Tax Efficiency
Federal and multi-state tax planning tailored to financial institutions.
Risk & Control Strength
Advisory on internal audit programs and IT general controls testing.
Transaction Clarity
M&A due diligence, valuation analysis, and post-acquisition integration that help protect value and accelerate synergy capture.
Accounting Standards
Consulting on implementation of new FASB standards.
Banking & Credit Union Consulting Services
GAAP Compliance
- Financial statement readiness, accounting policy support, and reporting support aligned to GAAP and regulator expectations.
- Implementation guidance for new accounting standards and documentation that stands up to audit and exam scrutiny.
Tax Compliance & Advisory
- Federal and multi state compliance support, provision planning, and advisory tailored to bank and credit union operations.
- Credit and incentive opportunities, entity and transaction structuring, and audit ready support to reduce risk and improve after tax outcomes.
Internal Audit, Transaction Testing & Due Diligence
- Internal audit program design, risk assessments, and IT general controls testing to strengthen governance and exam readiness.
- Transaction testing and diligence support for M&A and growth initiatives, including financial, operational, valuation, and regulatory considerations.
Executive Compensation Planning
- Executive and key employee compensation design, benchmarking, and governance support aligned to tax and regulatory expectations.
- Incentive and retention planning for growth and M&A—supporting Day 1 transitions and long term performance alignment.
Our Process
Who We Serve
Community and regional banks
Compliance, finance, IT, and accounting leaders
Credit unions
Boards and executive teams pursuing growth or M&A
