Anonymized examples illustrating how we scope, analyze, and deliver FMV reports across asset types. Details are generalized to protect client confidentiality.
An SDIRA held a seller-financed note with 14 months of missed payments and a junior lien on commercial property.
Modeled discounted cash flow scenarios across cure, modification, and foreclosure outcomes; assessed lien priority and underlying collateral.
Issued a defensible FMV with a risk-adjusted opinion the custodian accepted for annual reporting.
A single-member IRA LLC held a rental property, a private note receivable, and cash.
Valued each underlying holding using the appropriate methodology, then rolled to a net asset value at the entity level.
Delivered a consolidated FMV that the custodian accepted with a clear schedule of underlying components.
An account held a 6% non-voting interest in a privately held operating business with three years of financials.
Applied income and market approaches and reconciled, with discounts for lack of marketability and control where supported.
Provided an FMV with documented assumptions referenced by the account holder's CPA at filing.
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.
