FinPro, Inc.

Services

  • Asset Liability Management & Investment Advisory
  • Bank Secrecy Act
  • Branch Evaluations, Acquisitions, Sales, Consolidations & Swaps
  • Branch Improvement Studies
  • Capital Raising Assistance
  • Community Reinvestment Act Performance Review
  • Customer Segmentation Analysis
  • De Novo Bank Pro Forma Strategic Business Plan & Regulatory Application
  • Expert Testimony
  • FinPro Retainer & Quarterly Bank Fiduciary Package
  • Market Ranking Studies
  • Mergers and Acquisitions
  • Mutual Conversion
  • Partnership Package
  • Regulatory Consulting
  • Site Studies & Branch Applications
  • Stock Appraisals and Valuations
  • Strategic Planning, Business Planning, and Budgeting
  • Strategic Plan Updates
  • Strategic Review
  • Succession Planning
  • 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.
    Copyright © 2007 FinPro, Inc.
    All Rights Reserved.