Mergers & Acquisitions Archives

Greg Spear, Senior Vice President/Chief Financial Officer, Advantis Credit Union – Oregon City, OR

I have worked with Wilary Winn for the last seven years. They helped me understand and get ready for the implementation of the current expected credit loss accounting standard back in 2016. The ...

Tammy Stanton, Chief Operating Officer, Border Bank – Fargo, ND

We have worked with Wilary Winn twice in the last couple of years with our acquisition accounting. Their professionalism, concise directions, and depth of knowledge makes what could be a very ...

Tyler Beck, Senior Vice President & Chief Operating Officer, Five Star Credit Union – Dothan, AL

Over the last several years, Five Star has relied on the skills and expertise of the Wilary Winn team to perform our annual goodwill impairment testing. They have always been accessible, ...

Gina Leyda, Vice President, Accounting, TruStone Financial Credit Union – Plymouth, MN

TruStone Financial has used Wilary Winn’s services for valuation of mortgage servicing rights, mergers/acquisitions and goodwill impairment testing. The entire team at Wilary Winn is ...

Hugo Silva, Vice President, Accounting & Finance, UNIFY Financial Credit Union – Torrance, CA

I approached Wilary Winn because our Credit Union needed assistance resolving a distinct and complex accounting issue related to our Purchased Credit Impaired Loans (ASC 310-30). Wilary Winn ...