A competent valuation of stock and other securities requires a comprehensive and highly-specialized understanding of valuation principles, banking, and approaches to valuing financial institutions. Stock valuations are integral components of M&A assignments, as institutions seek to understand their market value.
While valuations are an important component of M&A assignments, they are also needed for many types of minority share transactions.
Financial institutions may require stock valuations for:
- Employee Stock Ownership Plans (ESOPs) or other qualified plans
- Stock issuances
- Stock repurchase programs
- Stock options, restricted stock awards and other equity-incentives
- Estate planning
Our clients benefit from ProBank Austin’s depth of industry experience, objective and subjective analyses, financial modeling and methodologies that are applied to each assignment.