Wall Street Turmoil Creates Opportunity for Privately-Owned Banks

Although the recent stock market turmoil has been painful for many investors, the sharp decline in bank stock valuations has created a window of opportunity for privately-held bank owners that are interested in making gifts to family members.

The Publicly-Traded Guideline Company (“PTGC”) method is a valuation method commonly used by business appraisers to value privately-owned banks. The PTGC method utilizes valuation multiples, such as price to earnings (“P/E”) and price to book value (“P/B”) ratios, derived from publicly-traded companies to value privately-held banks. Therefore, the current depressed state of bank stocks has created a unique opportunity for privately-held bank owners that would like to transfer stock to family members.

If you would like more information regarding this opportunity, please contact the below executives at (800) 270-9629.


W. James Lloyd

W. James Lloyd


Mike Shamblin

Mike Shamblin

Managing Principal of Audit & Assurance Services

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