The Emmerich Group

What The Emmerich Group does

The Emmerich Group, Inc. is a privately held US consulting and training firm founded in 1993 by Roxanne Emmerich, headquartered in Naples, Florida, that helps community banks with $200 million to $8 billion in assets reach and sustain top-quartile (top 5%) financial performance. Its core methodology, the Breakthrough Banking Blueprint™, is an integrated system that moves strategy, culture, deposit growth, sales process, and net interest margin (NIM) simultaneously rather than treating them as independent workstreams. The firm monetizes through a layered professional services model: an application-only flagship program (Elite Performance Accelerator™), certification tracks (Accredited Banking Professional™, Trusted Advisor Certification™, Management Development Certification™), executive development and hiring programs, three proprietary diagnostic and software tools (cNote™ project management, Culture Performance Diagnostic™, ZeroRisk EI Assessment™, and Breakthrough Banking™ Software), annual and biannual events (Best Banks in America™ Super Conference, BBB Bootcamp, Permission to Be Extraordinary®), and a published book catalog including the NYT bestseller Thank God It's Monday!® and the 2026 release NIM Domination. Go-to-market is sales-led, targeting community bank CEOs and executive teams through complimentary private strategy calls, free masterclasses, public diagnostic tools, peer-driven case-study evidence, and invitation-only events, with flagship pricing held behind an application gate and event pricing publicly disclosed in the $795–$2,995 range. The firm reports a cumulative base of 500+ community banks transformed and average client outcomes of 150+ basis points of NIM lift and tripled cross-sales, supported by a 30+ year track record and a community of high-performing bank CEOs convened through the Institute for Extraordinary Banking™ and Banky™ Awards.

Name

The Emmerich Group

Legal name

The Emmerich Group, Inc.

Website

https://emmerichfinancial.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

The Emmerich Group is a private US consulting firm founded in 1993 that helps community banks with $200M–$8B in assets reach top 5% performance through an integrated strategy, culture, sales, and NIM transformation methodology, monetized via flagship programs, certifications, events, and books.

Ownership category

akta.pro rank

Headquarters

HQ city

Bloomington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Consulting and Professional Services: Full-service consulting engagement where The Emmerich Group acts as an extended executive team—training staff, installing systems, holding people accountable, and course-correcting in real time. Implementation includes proprietary cNote™ software, proprietary diagnostics, and ongoing accountability. Fee structure includes program-specific pricing for certifications and events, plus the flagship Elite Performance Accelerator program.
2. Certification Programs: Revenue from Accredited Banking Professional™, Trusted Advisor Certification™, Management Development Certification™, and Hiring Rock Stars Program. Programs teach specific skills (sales, hiring, management) and include certification outcomes.
3. Events and Conferences: Revenue from ticketed events including Breakthrough Banking Blueprint™ Bootcamp ($795/exec), Super Conference ($995/exec or $2,995 for up to 5 executives), and Permission to Be Extraordinary summit. Events include educational content, networking, and implementation tools.
4. Book Sales and Publications: Sales of books authored by Roxanne Emmerich including Breakthrough Banking Blueprint, Thank God It's Monday!, Profit-Growth Banking, and NIM Domination. Bulk discount pricing available for orders over 20 books.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels11 records

Core offering

The Emmerich Group provides consulting, training, certification, and proprietary diagnostic services to community banks with $200M–$8B in assets, helping them reach top 5% performance through its proprietary Breakthrough Banking Blueprint™ system. The firm simultaneously moves strategy, culture, sales process, and Net Interest Margin (NIM) via flagship programs, executive development, certification courses, live events, and proprietary software tools.

Product overview

The Emmerich Group is a consulting and training firm that has operated since 1993, specializing in transforming community banks ($200M-$8B in assets) into top 5% performers. The core offering is the Breakthrough Banking Blueprint™ system—an integrated methodology addressing strategy, culture, deposit growth, sales systems, and Net Interest Margin (NIM) simultaneously. The product portfolio includes: the flagship Elite Performance Accelerator™ (application-only program with proven 150+ BPS NIM lift); certification programs (Accredited Banking Professional™, Trusted Advisor Certification™, Management Development Certification™); executive development (High-Performance Executive Development™, Hiring Rock Stars Program); proprietary software tools (cNote™ project management system, The Breakthrough Banking™ Software); diagnostic tools (Culture Performance Diagnostic™, Bank Performance Gap Analysis, ZeroRisk EI Assessment™); and events (Permission to Be Extraordinary® summit, Best Banks in America™ Super Conference, Breakthrough Banking Blueprint™ Bootcamp). The company also publishes books including Breakthrough Banking Blueprint™, Thank God It's Monday!®, Profit-Growth Banking, and NIM Domination. All programs are designed to move all four performance drivers simultaneously—deposits, margins, culture, and leadership.

Differentiator

Problem solved

Functional benefit

Products and services

• Elite Performance Accelerator™ Flagship application-only consulting program that combines strategy, culture, sales, and NIM optimization to move community banks into top 5% performance; documented to deliver 150+ BPS average NIM lift and 3x cross-sales.
• Accredited Banking Professional™ Certification Certification program for community bank frontline and lending staff that teaches consultative selling, cross-selling, and low-cost deposit acquisition to grow wallet share.
• Trusted Advisor Certification™ Certification program that trains bankers to build trust-based, transformational client relationships that eliminate commodity pricing discussions and drive deeper deposit capture.
• High-Performance Executive Development™ Executive development program cultivating inner-game leadership and soft skills to drive accountability and bottom-line results in community bank leadership teams.
• Management Development Certification™ Manager certification program that teaches bank managers how each team member ties to profit weekly so they can make immediate bottom-line decisions.
• Hiring Rock Stars Program Complete hiring system that reduces hiring mistakes, attracts candidates aligned with the bank's mission, and uses emotional intelligence benchmarking against 110 banking positions.
• Breakthrough Banking Blueprint™ Bootcamp Live 2-day intensive bootcamp for bank leaders teaching the Breakthrough Banking Blueprint methodology for premium pricing, low-cost deposit growth, and competitive dominance; includes pre-event mystery shopping and a satisfaction/ROI guarantee.
• Permission to Be Extraordinary® Invite-only summit for CEOs and executive teams of community banks committed to becoming highest-performing banks in their peer group.
• Best Banks in America™ Super Conference Annual conference for elite community bankers featuring Banky™ Awards, handpicked speakers, and two days of performance-focused content.
• Breakthrough Banking Blueprint™ Book Cornerstone book of the Emmerich transformation system covering strategy, culture, marketing, and sales process for top-of-peer community bank performance.
• Thank God It's Monday!® Book New York Times bestseller on culture transformation, guiding organizations in creating a workplace where employees bring passion, ownership, and extraordinary results.
• Profit-Growth Banking Book Foundational book on the 7 breakthrough strategies of top-performing banks, covering sales systems, cross-sales doubling, and triple marketing effectiveness.
• NIM Domination Book 2026 book release revealing the playbook behind community banks hitting 5%+ net interest margins through premium pricing psychology, deposit structure, and margin leadership.
• The Best Banks in America™ Book Collection of case studies from top-performing community banks revealing growth and profitability strategies in their own words, available as a free digital copy.

Quantifiable outcome

• 150+ BPS average NIM lift across all clients
• +4 more outcomes

Named customers11 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Bain & Company: Global strategy consultancy whose Financial Services practice serves retail, commercial, and community banks on performance transformation. Comparable at the strategic consulting level but serving a much broader client set than Emmerich's narrow community-bank focus.
• McKinsey & Company: Top-tier global consultancy with a dedicated Banking & Securities practice. Engages community and regional banks on strategy, operations, and performance transformations — overlapping with Emmerich's offering but typically at larger client scale and with broader scope.
• Oliver Wyman: Global management consultancy with a large Financial Services practice serving retail, commercial, and community banks. Operates at materially larger scale than Emmerich but competes for the same strategic-transformation budgets of mid-sized and community banks.
• Wipfli: Top-25 US accounting and advisory firm with one of the largest dedicated Financial Services practices serving community banks. Comparable on target client and on certain consulting services (performance, technology, M&A advisory), but operating as a multi-discipline firm at materially larger scale than Emmerich.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm serving community banks with strategy, performance, and technology consulting. Comparable on client segment and engagement types, though CLA is primarily a CPA-led firm versus Emmerich's founder-led consulting model.
• Forvis (formerly BKD): Top-10 US accounting and advisory firm with a dedicated Financial Services practice serving community banks. Comparable on client segment (US community banks) and on certain consulting engagements (strategy, performance, M&A), though primarily a CPA firm rather than a strategy boutique.

Direct peers

• Filene Research Institute: Research and consulting organization serving credit unions — a structurally adjacent community-finance segment. Comparable business model (membership-supported research + bespoke engagements + benchmarking) and close vertical adjacency to Emmerich's community-bank focus.
• Capital Performance Group: Boutique strategic consulting firm serving community banks on performance improvement, board effectiveness, and executive development. Directly comparable in terms of client profile (US community banks), engagement model, and revenue scale.
• Cornerstone Advisors: Management and technology consulting firm focused on community banks and credit unions. Closest functional peer to The Emmerich Group: serves a similar client segment, sells advisory engagements plus research benchmarks (e.g., Performance Groups), and competes for the same CEO attention on strategy, culture, and performance topics.

Others

• Sales Gravy (Jeb Blount): Sales training and consulting firm focused on B2B sales performance improvement. Adjacent rather than direct: differs in target buyer (cross-industry vs. community banks) but overlaps with Emmerich's sales-system and cross-sales content for an arguably comparable services profile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/emmerichgroup
• Facebookfacebook.com/TheEmmerichGroup
• LinkedInlinkedin.com/company/the-emmerich-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Emmerich Group