FinPro, Inc.

Services

  • Partnership Package
  • Strategic Planning, Business Planning, and Budgeting
  • Strategic Plan Updates
  • Succession Planning
  • Capital Planning
  • Mergers and Acquisitions
  • Branch Evaluations, Acquisitions, Sales, Consolidations & Swaps
  • Strategic Alternatives Review
  • Asset Liability Management & Investment Advisory
  • Investment Advisory
  • Allowance for Loan and Lease Loss Methodology
  • De Novo Bank Pro Forma Strategic Business Plan & Regulatory Application
  • Mutual Conversion
  • Stock Appraisals and Valuations
  • Intangible Valuation and Impairment
  • 141R Mark-to-Market
  • Board Resolution, MOU, C&D Mitigation and COmpliance
  • Examination Preparation
  • Regulatory Consulting
  • Board Education, Training and Retreat Moderation
  • Expert Testimony
  • Branch Improvement Studies
  • Customer Segmentation Analysis
  • Market Ranking Studies
  • Site Studies & Branch Applications
  • Compensation Analysis
  • Community Reinvestment Act Performance Review
  • Quarterly Bank Fiduciary Package
  • Services - Stock Appraisals and 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.
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