Valuations & Appraisals

Due to the significant growth in non-publicly traded investments such as limited partnerships , general partnerships, limited liability companies, closely held stock, and notes, the need for reasonably priced independent valuations has increased significantly.

These types of investments, also known as "non-traditional" or "alternative investments", are not traded on any securities exchange, and therefore the only method to obtain a reasonable value is via an independent valuation report that in most circumstances follows the valuation guidelines set forth in IRS Revenue Ruling 59-60, and/or Financial Accounting Standards Board (FAS) 157.

Independent valuations are used in pension plans, profit sharing plans, 401k plans, 401k plan financials, IRA rollovers, IRA conversions, estate valuations, buy/sell agreements, business sales, business mergers, business acquisitions, sole proprietorships, marriage dissolutions, IRS Form 5498 and 5500 annual reportings, and investment liquidation or zero value confirmations.

Valuation Scopes

Depending on need and situation, we provide three types of valuations; comprehensive valuations, limited scope valuations, and estimates of value.

Types of Valuations & Appraisals

Covering a wide range of investments, our valuation services will provide an accurate worth and fair market value of your asset or business.

IRA Appraisal

Regular Individual Retirement Account or IRA is a tax deferred investment vehicle which allows for an IRA deductible contribution./p>

Valuation Guidelines

The vast majority of valuations and appraisals we provide will follow the valuation guidelines set forth in IRS Revenue Ruling 59-60 and/or the Financial Accounting Standards Board (FAS) 157.

The Valuation Process

The valuation process starts by requesting a consultation to determine which type of valuation is needed and best suited for your particular needs.