We provide financial institutions with results-oriented services
Merger Valuations
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
Advisor Services
Our transaction advisory service includes:
- Advice on merger and acquisition opportunities, branch acquisitions or branch divestitures
- Advice on loan portfolio acquisitions or sales
- Recommendation of value for pricing, including potential forms of consideration, and general transaction structure
- Identifying strategic opportunities; identifying targets or likely buyers; preparing an executive memorandum to present to target, seller and/or your Board of Directors
- Preparation and presentation of detailed financial and strategic scenarios
Our transaction Accounting & Reporting includes:
- Balance sheet valuations
- Loan portfolio valuation
- Loan contra account analysis
- Business valuations
- Core deposit valuation and intangible analysis
- Certificate of deposit and borrowings valuation
- Core earnings analysis
- Feasibility studies
MSR
The Mortgage Servicing Rights Valuation process is an integral step in determining the overall success of a financial institution’s mortgage operations. By offering a personalized mortgage servicing rights valuation service, McQueen Financial Advisors will help your financial institution meet regulatory requirements as well as make informed business decisions.
By outsourcing your MSR Valuation to McQueen Financial, you will have your needs met by:
- An independent third party market valuation
- Risk tranche reporting
- Testing for impairment of value
- Value reports for varying interest rate environments
- Data integrity cross checking
- Sophisticated line level loan analysis
- Rigorous testing of valuation methods
- Detailed prepay speed classifications
- Simplified reporting
We value all types of servicing rights:
- Residential real estate loans
- Small Business Administration
- Auto and recreational vehicle
- Commercial servicing & participation Loans
- Sub servicing arrangements
McQueen Financial Advisors provides the following MSR related services:
- MSR amortization schedules
- Data validity checks
- Assumption & audit report
- Detailed executive summary with industry comparisons
- MSR Value trend analysis
McQueen Financial Advisors Original Mortgage Servicing Rights Valuation Service include:
- Meeting accounting guidelines of ASC 860
- Amortization, risk tracking, and tracking of OMSRS
- Loan level performance reporting & scenario analysis
- Reasonableness test of OMSR factors
Fair Market Value
Our Fair Market Valuation Services are conducted on a variety of different types of entities and for a variety of purposes.
Comprehensive Reports
Accompanying our expert advice are our reports that provide the documentation to support the strategic decisions. McQueen Financial Advisors' reports are considered best in class. We constantly incorporate feedback from our clients, regulators, and auditors to keep our reports best in class. We are committed to providing comprehensive, accurate and easy to understand reports that you can rely upon.
About Us
Leading nationwide provider of financial advisory services
Address: 1239 Anderson Rd, Clawson, MI 48017
Phone: (248) 548-8400
Email: info@m-f-a.com
Services
We provide our clients with expert, personal, professional, results-oriented service designed to provide a competitive advantage in an ever-changing market.
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