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 - Mutual Conversion

    Industry Leader

    FinPro is a regulatory approved conversion appraiser and has been nationally ranked as one of the top three conversion appraisal firms for the past five years. Undertaking a conversion is a significant strategic step and having an experienced appraisal firm to guide management and the Board of Directors through the process is essential.

    Unmatched Expertise

    FinPro's professionals have unmatched experience which provides a competitive advantage in navigating the regulatory approval process.
    FinPro has provided valuations for all types of mutual conversions including:
  • Full Conversions
  • Mutual Holding Company Reorganizations
  • Second Step Conversions
  • Conversions with a simultaneous acquisition
  • Conversions with a charitable foundation
  • One Size Doesn"t Fit All

    FinPro's deals have ranged in size from $1 million to $362 million in net proceeds. Every transaction receives the specialized attention it deserves. FinPro will work closely with management, legal counsel and other advisors to ensure the appraisal accurately reflects the market value of the institution.
    The following table represents some selected transactions in which FinPro served as conversion appraiser.
    Copyright © 2005 FinPro, Inc.
    All Rights Reserved.