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Infographics

Purchase Price Allocation: Key Drivers of Bank Value

Do you know what the key value drivers are for a core deposit intangible (CDI) asset study?

Did you know that, depending on the time of the transaction, you could end up with a higher or lower valuation for your CDI and/or loan portfolio?

Do you know that all of your assumptions have to be funneled through a market participant perspective?

A Quick Overview

If you are considering the acquisition of another financial institution, we will help you navigate the due diligence and financial reporting process before you announce your next deal. The corporate finance team at AGH can provide you with a streamlined, cost-effective strategy to satisfy the regulatory and financial reporting requirements. We can also integrate the details for day 2 accounting into our comprehensive valuation analysis.

If you have additional questions, contact Cathy Mitchell using the information below. To read the full article, click here.

Purchase price allocation infographic

Cathy Mitchell

Vice President,
Tax Services
Cathy Mitchell joined AGH in 2010. Her focus is providing valuation and tax services primarily to closely held and family-owned businesses. Cathy’s practice also includes estate and gift tax consulting. Related to her valuation work, Cathy has completed extensive training in the specialized field of business valuation and has earned the American Institute of Certified Public Accountants (AICPA) accreditation in business valuation (ABV) credential. She provides litigation support services for valuations integral to many divorces and other contested matters.

Prior to joining AGH, Cathy was a member of an international CPA firm, where she was promoted to tax manager. Following that, she established and managed her own tax preparation and business consulting firm for 14 years. She received her bachelor’s degree in accounting from the University of Kansas and earned the Elijah Watt Sells award for earning one of the top 10 scores nationwide on the CPA exam. Cathy is a member of both the AICPA and the Kansas Society of Certified Public Accountants.
Cathy Mitchell
Cathy Mitchell
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