Credit Unions: Valuation Process Steps

With the rising number of credit union mergers, the increasing interest in acquisitions of community banks and branches, as well as investments in fintechs by credit unions and CUSOs, understanding valuation – processes and techniques – has become increasingly crucial for successful growth and solid financial performance.

Valuation Process Steps

Highlighted below are some of the valuation process steps – from foundational steps leading ‘up to’ the value itself.

Author Anna Kochkina, CVA is a Manager with over 10 years’ experience in developing financial models and valuations for M&A transactions and conducting equity research for the investment banking industry. Prior to Capstone, Anna developed valuation models and provided buy-side and sell-side equity research for global banks including ING and UniCredit. Anna received her MBA in Finance from American University.