FinProNJ Logo

Stock Valuations

There are numerous reasons for a financial institution to require a valuation of its stock. In today's litigious society, it is prudent for managers and boards of directors to carefully exercise their fiduciary Duty of Care by hiring an expert in the field.

Experience is Key

It is important that the firm you choose is experienced and follows appropriate appraisal standards. FinPro has valued stock offerings with aggregate value in excess of $2.0 billion.

Community Bank Offerings

FinPro is experienced in providing valuations for community bank private placements and public offerings.

Self Tender Offers

FinPro provides valuations and fairness opinions for institutions undertaking self tender offers and "going private transactions".

Stock Benefit Plans

For institutions with a stock that is not actively traded, the pricing of stock benefit plans to determine a strike price of stock options and for tax purposes is often necessary. FinPro provides reasonably priced services to meet an institution's need.

ESOP Plans

The IRS requires an independent appraisal of ESOP plans in instances where the institution's stock does not trade liquidly.
Different valuation methods often give conflicting answers. It takes an experienced appraiser to hone in on the most critical factors.