how we got to be a preferred provider for credit unions

How We Got to Texas

When the wheels touched down, the weight of the task hit the moment everyone stepped into the thick, stale Texas air. Bernie, Adamsen, Ian, and Paul grabbed their bags and drove straight to the client’s office to kick things off and size up the complexity in front of them. The Challenge The client, a large credit union, had…

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Transition Services Agreement (TSA) contract.

What Is a TSA?

Credit unions are seeing a lot of merger and acquisition (M&A) activity these days and the term you hear a lot after signing is “TSA”, a Transition Service Agreement. The TSA is a contract where the seller keeps providing certain services to the buyer for a set period after close. It is a temporary bridge so the…

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