PW&Co was retained by SouthPoint Bank of Birmingham, AL to provide a valuation opinion in conjunction with a stock option plan. PW&Co provided a third-party, independent valuation after performing due diligence, considering certain scenario analysis, and applying various industry standard valuation techniques using comparable company and transaction data.
Michael Stone, CFA, AM worked on this assignment. The CFA (Chartered Financial Analyst) Program is a globally recognized, graduate level curriculum that provides the strong knowledge and expertise finance professionals need in today’s fast-evolving workplace. The Accredited Member (AM) designation is given by the American Society of Appraisers (ASA), a respected international organization devoted to providing the highest possible standards in all areas of ethics, professionalism, education and designation criteria in the area of business valuation. These designations represent a significant investment in the science behind valuations and understanding of financial markets.
We have valued countless businesses for the purpose of company stock plans, in support of a capital raise or acquisition, gift and estate taxes, strategic planning, and credit quality for financial institutions. Our team leverages broad experience valuing companies in a range of industries, including extensive work for financial institutions. We stay current on applicable valuation standards and best practices, and use a variety of valuation methodologies in order to arrive at objective and defensible valuations for our clients.
To read more about our financial advisory practice, click here.