Bank Stock Valuations

Bank stock valuations are the only valuations we perform.

We don’t perform valuations for pizza parlors, car dealerships, or office buildings. Banks and banks only. 

Joe Hopkins, the principal of Hopkins & Howard responsible for our valuation practice, has over 35 years of experience serving community banks across the country as a CPA. He worked for nine years in the St. Louis office of KPMG in their bank audit practice prior to founding Hopkins & Howard.

He is an ABV (Accredited in Business Valuation) and a CFF (Certified in Financial Forensics) bestowed by the American Institute of Certified Public Accountants (“AICPA”), after passing tests for both certifications on the first attempt. The ABV credential is conferred by the AICPA upon CPA's who have demonstrated the skill, education and experience necessary to satisfy stringent requirements. These requirements were designed to address certain areas of skill, education and experience that are critical to practicing business valuation successfully.

Last year, Hopkins and Howard performed over 125 stock valuations for banks. We have performed valuations for banks from Florida to Washington State and everywhere in between. Our clients's total assets range from $25 million rural banks to $3 billion banks in metropolitan areas.

The one thing all our clients have in common is that they are true community banks serving their customers with personalized service. It is this level of service that we strive to provide our banking clients. When you speak with someone in our firm about stock valuations, it will be a senior level professional.

Since 1991, Hopkins and Howard has performed hundreds of stock valuations for banks and bank holding companies across the country. We have performed bank stock valuations for use in bank ESOPs, stock option plans, estate tax returns, internal capital planning, litigation defense and for variety of other uses by banks and their shareholders. The nation-wide practice of Hopkins & Howard, P.C. is among the largest bank-only valuation practices in the United States.

Please view our testimonials here.

Areas where ABV credential holders can bring value include the following:

• Employee Stock Ownership Plans (ESOPs)
• Gifting and estate planning
• Stock option plans
• Gifting of common shares
• Mergers and acquisitions, spin-offs, liquidations and business combinations (Click: AICPA Quick Reference Guide to Valuing Assets in Business Combinations)
• Dissenter’s rights cases
• S-Corporation converions
• Marital dissolution (Click: AICPA Quick Reference guide to Divorce Tax Matters)
• Business succession planning
• Goodwill impairment
• Financial reporting
• Charitable contributions
• Allocation of purchase price
• Buy/sell agreements
• Family limited partnerships
• Recapitalizations
• Financing
• Compensation
• Reorganizations and bankruptcies
• Initial public offerings (IPOs)
• Damages litigation and ownership disputes
• Insurance claims
• Shareholder oppression cases