Valulytics Origin Story
Like many great business concepts, patience was key. Our founder Dan Jordan bided his time waiting for the right market conditions – and the right formula. For 40 years, Jordan immersed himself in the world of business valuations – specifically bank valuations – as an accountant and academic.
Over the years, he became a recognized expert on the subject, conducting research and writing numerous peer-reviewed articles. Through his work, it became clear not all of the available data was being used effectively to arrive at a statistically precise Fair Market bank Value.
One crucial piece of missing data: similar banks could be easily and rigorously compared. “Comps” – an essential piece of data used to value real estate property – were not readily available for banks.
It occurred to Jordan that like real estate, banks have land, loans, and buildings. So why not develop an algorithm that does for banking what Zillow does for real estate. That was the proverbial AHA moment.
Jordan developed a formula based on similar principles – that can be consistently applied to the current economic environment. Then he tested it out. Read the study and other related articles by clicking here. Spoiler alert: the results are definitive. Jordan proved a fair market valuation using regional bank financial fundamentals data (including comps) is a significantly useful tool in valuing merger targets.
Today Valulytics provides banks with the ability to reflect the most real and accurate Fair Market Value available by offering them precise and complete analytical techniques and benchmarking. Learn more about the specific offerings here.
Chris Walker
Vice President of Strategy
Chris Walker is a Visiting Lecturer at Texas Christian University and the former Executive Professor of Strategy with the College of Business Administration at Northeastern University, in Boston, Massachusetts. Chris is the creator and was director of the ASIS program for professional education at IE Business School in Madrid, Spain. Chris holds a doctorate degree in business administration and has been an executive with global responsibilities for a division of a Fortune 50 company, as well as the head of administration for a major multimedia firm. He is on the board of advisors for Valulytics and completed a book on Business Principles that is the new addition to the ASIS POA set.
Dr. Dan J. Jordan
Founder and CEO
Dr. Dan J. Jordan, PhD, DBA, CPA, CVA, ABV, CFF. Dr. Jordan began his career in 1971 as an auditor for a major CPA firm in their San Francisco office. After the obligatory 2+ years to earn his CPA license, he moved to the corporate side, becoming Assistant Controller, Controller, and CFO for a series of companies in the banking and insurance fields. In 1980, he returned to the public accounting arena as a Supervisor for a large local CPA firm in Oakland, California.
Over the next 7 years, he was promoted to manager and then partner before he started his own CPA firm in Mill Valley, California in 1985. He began amassing his bank database in 2006 and began publishing bank-oriented research studies in 2009. He began developing the Valulytics.net web site in 2020, incorporating the Company as Valulytics, Inc. in 2021. He currently serves as President and CEO of the Valulytics, Inc. startup. Over the years, Dr. Jordan earned numerous certifications in business valuation and financial forensics in addition to earning an MBA and a Doctor of Business Administration degree in Finance from the University of California and Golden Gate University, respectively.
He began his teaching career at Golden Gate University in 1999 and continued teaching off and on over the next 20 years, with stints at Dominican University of California and Western Washington University.
In 2012, Dr. Jordan moved to Bellingham, Washington with his wife, Rita. After attending a Northwest Ballet Theater performance of Capellia, he was so impressed by the quality of the performance that he immediately volunteered to join the Board as Treasurer. He served as President from 2016 to 2018, when he returned to the Treasurer post.
Jim Neczypor
Designer
Jim Neczypor creates meaning through graphic design, approaching each project thoughtfully but with a purposeful sense of play. This makes sense since Jim was raised in a magical place called the suburbs where the sameness of the streets grew his imagination. An old cardboard refrigerator box could take him anywhere – to savage uncharted islands or a distant, strange Nebula. These days, Jim is happiest when lost in time creating a logo, brand identity, packaging, web design or pretty much anything that communicates visually.
Bill Masurat
VP of Marketing and Sales
As the Chief Revenue Officer of Valulytics, I work with a team of highly experienced professionals to help community banks use big data analytics to precisely analyze, compare, and respond to the marketplace.
I draw on my years of experience serving the financial services, telecom, SAS and other sectors with strategy and tools. My focus is on bringing whatever is needed to deliver value – whether that’s getting better, bigger or managing risk.
Specialties:
Business development
Data & Analytics
Business Valuation
Financial Services
Team Dynamics
Rebecca Rivera
Copywriter/Strategist
Rebecca Rivera is an ad professional turned ad professor. When she’s not helping start-ups like Valulytics dominate their market, Rebecca teaches business ready copywriting, marketing research, media studies, and portfolio development courses as part of City College of New York’s Ad PR program.
Lorna Harvey
VP of Operations and Development
Experienced Data Analyst with a demonstrated history of working in the computer software industry. Skilled in Analytical Skills, Databases, Software Documentation, HTML, and Business Process Improvement. Strong information technology professional with a a BS Technical Management focused in Specialty BIS from DeVry UniversityDevryu.net (DeVry online).