Independent fair market value reports for a wide range of assets.
From promissory notes and real estate to private companies, LLC interests, digital assets, and more — submit your valuation request, securely upload supporting documents, and receive a professionally reviewed FMV report package tailored to your needs.
What We Value
FMV Reports, Tailored to the Asset
- Promissory Notes
- Guided workflow
- Real Estate
- Income & comp analysis
- Private Companies / LLCs
- Market & income approaches
- Precious Metals & Digital
- Market-based pricing
- Other Alternatives
- By engagement
Illustrative scope. Methodology and timing are confirmed at engagement.
Independent third-party
We are not affiliated with custodians, administrators, sponsors, or sellers. Our reports are issued at arm's length.
Clear methodology
Each report describes the valuation approach, key assumptions, and information sources used to form the opinion.
Secure intake workflow
Documents are submitted through a structured intake and reviewed by our team prior to report preparation.
Valuations across a broad range of asset classes
We provide FMV opinions for real estate, private companies and LLC interests, promissory notes, precious metals, digital assets, and other private market holdings — whether held personally, in a trust, or in a self-directed retirement account.
Promissory Notes / Private Loans
Performing and non-performing notes, secured and unsecured. Our most detailed guided intake workflow.
IRA-Owned LLCs
Single-member or multi-member LLCs held within a self-directed IRA, including checkbook-control entities.
Real Estate
Residential, commercial, raw land, and fractional real-estate interests held within retirement accounts.
Precious Metals
Gold, silver, platinum, and palladium holdings in approved depository or storage arrangements.
Digital Assets
Cryptocurrencies and tokenized assets held in IRA-approved custodial or qualified storage arrangements.
Private Company Interests
Minority and majority equity interests in privately held operating businesses.
Private Funds / Partnerships
Limited partnership interests, private equity, hedge funds, and similar pooled investment vehicles.
Other Alternative Assets
Hard-to-value holdings that don't fit a standard category. We'll review and confirm scope before engagement.
A clear, professionally reviewed process
- 01
Intake & Engagement
Submit a brief request. We confirm scope and engagement terms before any work begins.
- 02
Document Upload
Provide the supporting documents from a tailored checklist for your asset type.
- 03
Review & Analysis
Our team performs a professional review and applies the appropriate valuation methodology.
- 04
Report Delivery
Receive a professionally reviewed FMV report package ready to share with your custodian.
A flexible intake for any asset type.
Most engagements use a streamlined intake — submit a description of the asset along with any documents you have, and our team will confirm scope and request anything additional that is needed. Promissory notes have an optional guided workflow for capturing note terms, payment history, and collateral details.
General Valuation Request
Submit a request with your asset description and available documents. We confirm scope, methodology, and any additional information needed before engagement — suitable for real estate, private companies, LLC interests, metals, digital assets, and more.
Promissory Notes / Private Loans
A structured intake for note terms, payment history, security position, and borrower performance — designed to support a defensible FMV opinion.
Aligned to the frameworks our clients rely on
Request an independent FMV report
Start with a brief intake. Our team will follow up with engagement terms, a document checklist, and a clear timeline for your professionally reviewed report.