Our primary objective has always been to assist our clients in accomplishing their goals through our experience, service, and commitment.  To better meet that objective and our clients’ ever changing needs, our firm has formed new alliances with some top professionals in the industry.  By joining forces with these outstanding firms, we will combine our unique talents to broaden the level of service to our clients.

In today's changing environment, determining 'fair value' has become a critical component of proper accounting. Recently implemented financial accounting standards #157 and #141r and impairment issues related to securities have required the accounting community to become even more vigilant that fair values are accurate. When we need an expert in the area of fair value calculations, we use the Firm of Wilary Winn, LLC.

Founded in 2003, Wilary Winn provides objective and independent fee-based advice to financial intermediaries with a focus on the middle market. Wilary Winn specializes in determining the fair value in connection with credit union mergers, including the overall value of the credit union, its financial assets and liabilities, and the value of its intangible assets, including the core deposit intangible.  As well as determining fair value through discounted cash flow analyses for non-Agency MBS, TDRs, and servicing rights.

Their clients include credit unions, banks, savings institutions, finance companies, and nonprofit financial intermediaries. Since their inception, they have grown to include over 350 clients in 42 states and the District of Columbia ranging in size from $25 million to $137 billion in total assets. Wilary Winn's clients include 33 of the top 100 credit unions.

For more information, email Douglas Winn or call 651.224.1200.