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Fairness Opinions

An independent fairness opinion is no longer an option — it’s a necessity.

Fiduciary responsibilities are becoming more and more challenging in an environment of increased scrutiny and demanding governance. When selling an organization, directors routinely rely on fairness opinions to fulfill their fiduciary obligations. Under the business judgment rule, a board of directors is protected from liability to a company’s shareholders for decisions made in good faith, in an informed manner and on a rational basis. Fairness opinions are widely accepted by courts as evidence that these obligations are met.

In the wake of recent corporate malfeasance, the SEC requires full disclosure of potential conflicts of interest. 

When the time comes to sell, make sure you get an independent opinion from an expert.

To avoid any appearance of a conflict of interest and subsequent potential liability, Sheshunoff recommends that boards obtain a fairness opinion from an experienced financial advisor who is independent of the transaction.

Sheshunoff & Co. Investment Banking is a nationally recognized firm, noted for it’s professionalism and reputation.  We are completely independent and do not invest in bank or thrift stocks on an individual or corporate level.  Sheshunoff does not make a market in stock, underwrite or make recommendations in any financial securities.

Sheshunoff has acted as financial advisor in over 200 bank and thrift transactions over the past 25 years and is recognized as a qualified appraiser and industry leader in bank valuation by the IRS, the Department of Labor, numerous courts and national trustees as well as many reputable law firms.

When it comes to fiduciary responsibility, count on the independence, banking experience and expertise of Sheshunoff to protect your interests.

Sheshunoff & Co. Investment Banking is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corp (SIPC).

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