Services » Valuations & Fairness Opinions

Assessing the value of your banking institution

Cerfis professionals can provide a wide array of services that cover valuations and fairness opinions, strategic advice to corporations for financing, mergers and acquisitions, and valuations for privately owned corporations and partnerships.

Valuations
Whether your company is privately owned, you have a block of stock or warrants/stock options, you need to know an objective, defensible view of your investment value in order to make strategic decision. Valuations can be of major importance when managing an ESOP or trying to determine FASB 141 and 142 purchase accounting issues.

That objectivity is particularly important when you or your company is involved in litigation. Cerfis professionals can assist in making those strategic decisions, accounting treatments or defending your position.

Fairness Opinions
Fairness opinions are essential if your company is involved in mergers and acquisition transactions that require SEC review of proxy statements or if you are selling a division. Opinions are equally important in transactions between a corporation and its affiliated parties.