Jordan, Dan J CPA

At Valulytics, we pride ourselves on being "businessmen who happen to be accountants." As experts in the field of bank valuation, mergers and acquisitions, and benchmarking, we strive to understand the intricacies of the banking industry and provide valuable insights to our clients. Our team of experienced professionals, led by Dr. Dan J. Jordan, PhD, CPA, ABV, CVA, CFF, has a profound understanding of the financial aspects of the banking industry.

Our Services

As a full-service accounting firm, we provide a wide range of services to our clients. Our team of experts is dedicated to understanding the unique needs of our clients and providing tailored solutions to meet their specific requirements. We offer a range of services, including:

• Bank Valuation: Our team of experts uses a proprietary algorithm to provide a statistically precise fair market value of a bank, taking into account various market conditions and industry trends.
• Benchmarking and Analytics: We provide in-depth analysis and benchmarking reports, comparing a bank's performance to those of similar banks within the industry.
• Mergers and Acquisitions: We offer consulting services to assist in the acquisition or sale of a bank, providing valuable insights and guidance every step of the way.
• Tax Planning and Preparation: Our team of experts is dedicated to providing comprehensive tax planning and preparation services, ensuring that our clients' tax obligations are met and optimize their tax liabilities.

Industries We Serve

Over the years, we have developed significant expertise in serving a wide range of industries, including:

• Banks
• Book Publishing
• Retail
• Insurance
• Advertising & Public Relations
• Manufacturing
• Consulting
• Real Estate
• Contractors
• Estates and Trusts
• Charities
• Financial Planners

Our Methodology

At Valulytics, we believe that numbers are just a scorecard that reflects the reality of the business. We take a comprehensive approach to understanding the business, including its products, supply chain, cost structure, pricing strategies, industry economics, and more. We then use our proprietary algorithm and database to provide valuable insights and recommendations to our clients.

Our Team

Our team of experts is led by Dr. Dan J. Jordan, PhD, CPA, ABV, CVA, CFF, a renowned expert in the field of bank valuation, mergers, and acquisitions. With a wealth of experience in the field, our team is dedicated to providing exceptional service to our clients.