Strategic Advisory in Payments & Payments Technology
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Portfolio & Residual Valuation

Our portfolio valuation product is designed to provide merchant processing ISO’s, investors, and agent office owners with an accurate read on the fair market value of a payments processing portfolio asset. This valuation product includes a deep-dive diagnostic analysis of the merchant portfolio by our expert analysts. Similar to our enterprise valuation, our portfolio valuation takes into account the current industry standards and performance benchmarks for various attributes of the merchant processing portfolio or residual stream. Our analysts assess many components of the merchant portfolio, listed below.

Portfolio & Residual Valuation