McQueen Financial Advisors, Inc. is a nationwide provider of merger consulting valuations. We provide our clients with accurate, concise, and timely merger consulting and valuation reporting to assist in making an informed decision.

McQueen Financial’s Merger Consulting Service is designed to provide you with knowledge and experience to help you fully understand the potential transaction. We make sure that you understand the risks and rewards to each unique opportunity.

Our Merger Valuation Services provide you with a detailed purchase accounting analysis to ensure you have the best information to make decisions, and book the purchase correctly. Our reports have concisely summarize the information to determine the value and assist in the decision-making process.

Types of transactions:

We have assisted numerous credit unions on basic (credit union to credit union) mergers. We completed the first merger of a credit union acquiring a mutual savings bank and the first merger of a credit union acquiring a stock held bank. Our valuations have been utilized in several high profile mergers. We fully support our work.

What reports you will receive:

  • Balance Sheet Valuation
  • Core Deposit Valuation
  • Business (Forward Earnings) Valuation
  • Asset & Liability Valuations
  • Merger Consulting
  • Taxi Medallion Valuation