Jordan, Dan J CPA

At Valulytics, we pride ourselves on being more than just accountants. We're business advisors who understand the intricacies of running a successful company. Our team, led by Dr. Dan J. Jordan, has extensive experience in accounting, tax planning, and business valuation. With a keen eye for numbers, we help our clients make informed decisions to drive their businesses forward.

Our Expertise

With a combined experience of over 30 years, our team has developed significant expertise in various industries, including banking, book publishing, retail, insurance, advertising, real estate, and more. We take a holistic approach to understanding our clients' businesses, examining products, supply chain management, cost structures, pricing strategies, and industry economics. We then interpret the numbers, providing guidance to owners in a language they can understand.

Services

We offer a range of services, including:

• Bank Valuation Reports: Our proprietary algorithm and extensive database provide statistically precise fair market valuations of banks, including comps and horizontal and vertical analysis.
• Benchmarking & Analytics Reports: Our five-year "horizontal and vertical analysis" deep dive report provides financial and loan data, fair market value history, and quarterly benchmarking data for any U.S. bank.
• Mergers & Acquisitions Consulting: We assist banks with strategic growth through targeted acquisitions or help sellers obtain the most statistically precise fair market value for their bank.

Our Methodology

Our approach is centered around our proprietary algorithm and database of over 5,000 banks. By harnessing this data, we provide consulting and reporting services that help clients identify the best acquisition targets, establish a statistically precise fair market valuation of their own bank, and benchmark their bank's performance against similar banks.

Market Insights

We regularly publish articles and studies on various topics, including bank mergers, index comparisons, and regional bank control premiums. Our team has conducted extensive research in bank valuation and analysis, including publishing numerous articles in academic and business publications.

Explore Our Valuation Services

• Bank Valuation: An extension of the Guideline Public Companies Method
• Benchmarking & Analytics: Complete five-year "horizontal and vertical analysis" deep dive report of financial and loan data and fair market value history
• Mergers & Acquisitions: Comprehensive consulting services for banks