Bank Stock Valuation

The first step is to get a handle on what your financial institution may be worth today, as well as in the future. Since many financial institutions are not publicly traded, an independent valuation may prove invaluable. It may also serve to satisfy certain legal or regulatory requirements. The nature and complexity of the engagement, as well as the legal and regulatory requirements, drive our methodology. Regular engagements include general analysis, using information you provide, to determine the fair market value for ESOP purchases, purchase or sale of shares, gift and estate tax matters, and other legal and regulatory requirements.