Merger Valuation Services

McQueen Financial Advisors is a nationwide provider of credit union to credit union merger valuations and consulting. Our objective is to ensure that you have the best information available to make informed decisions. Our strategic advice is coupled with our detailed, and easy to understand merger valuation reports. Our reports provide you with accurate, concise, and timely merger valuation information as well as the required financial entries for purchase accounting.

McQueen Financial Advisors’ Merger Valuation Services are designed to provide you with the expertise, experience, and data to help you fully understand a potential transaction. We ensure that you understand the risks and rewards inherent in each unique opportunity.

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

McQueen Financial Advisors comprehensive reporting package includes:

  • Balance sheet valuation
  • Loan portfolio valuation
  • Loan contra account analysis
  • Core deposit valuation
  • Certificates of deposit and borrowings valuation
  • Business (forward earnings) valuation
  • Core earnings analysis

McQueen Financial Advisors brings a clear and accurate answer in each valuation.