Valuation Services
Independent valuation analyses for credit unions, CUSOs, and the assets and combinations they are weighing — rigorous, defensible, and built for boards and examiners alike.
Defensible value, clearly documented.
Boards need an objective view of value to fulfill their fiduciary duty — whether assessing a combination, a CUSO investment, a portfolio, or a strategic asset. Our process stands up to scrutiny from members, auditors, and regulators.
We deliver analysis that is thorough, transparent, and grounded in credit union market realities.
Objective analysis, free of conflict.
As an independent advisor with no stake in the outcome, we provide valuation analysis your board can rely on and your examiners can trust.
Olden Lane Inc. provides valuation and financial advisory services, documented to support board decisions and regulatory review.
What we bring to the mandate.
Fair-Value Analysis
Independent assessment of the value of a combination, business line, or investment, prepared to withstand board and regulatory scrutiny.
CUSO & Investment Analysis
Valuation of CUSO stakes, minority investments, and strategic assets, with clear methodology and assumptions.
Portfolio & Asset Review
Analysis of loan portfolios, securities, and other balance-sheet assets to inform strategic and capital decisions.
How a typical engagement runs.
Scope & Data
We define the valuation question and gather the necessary information.
Analysis
We apply appropriate methodologies and market benchmarks.
Review & Documentation
We prepare clear, defensible analysis with supporting materials.
Board Presentation
We present findings to your board and support regulatory review.
