Professional frameworks behind every report
Our FMV reports are prepared with reference to established appraisal and tax-authority guidance, and structured to support the specific reporting workflows our clients face.
USPAP-Aligned
Reports follow the Uniform Standards of Professional Appraisal Practice for scope, documentation, and reporting.
IRS Rev. Rul. 59-60
Closely-held interests are analyzed using the factors set out in Revenue Ruling 59-60 and related guidance.
SDIRA / ERISA Reporting
Reports are structured to support annual fair market value reporting required of self-directed retirement accounts.
Defined Methodology
Each report names the approach used (income, market, asset), the key assumptions, and the supporting evidence.
Independent Third-Party
We are not affiliated with custodians, administrators, sponsors, or sellers. No transactional incentives.
Defensible Documentation
Limiting conditions and reviewer notes are documented so reports can be referenced by counsel and auditors.
Standards we reference
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.