IRA Owned-LLC Valuation Services
Fair Market Valuators provides fully independent third-party Fair Market Value (FMV) reports for alternative assets held in self-directed IRAs, qualified retirement plans, and trusts. Trusted by custodians, advisors and investors nationwide.
Overview
Fair Market Valuators provides independent. Third-party Fair Market Value (FMV) valuations for LLC assets held within self-directed retirement accounts, including IRAs.
Our process accommodates nearly all SDIRA-acceptable LLC holdings, including:
Real Estate
Precious Metals
Promissory Notes & Private Loans
Cryptocurrency & Digital Assets
Private Investments
Miscellaneous Alternative Assets
All valuations are prepared using a structured, data-driven methodology aligned with administrative FMV standards for alternative assets.
If your LLC has no financial statements, no bank account activity, or limited documentation, we can still produce a compliant FMV based on underlying asset data.
Ideal For
Annual Form 5498 reporting
Roth conversions (IRS requires FMV)
IRA distributions or transfers
Custodian or auditor valuation requests
Estate & gift planning
Transactional documentation
Internal investor reporting
What’s Included in Every Real Estate FMV Report
Executive Summary
A high-level overview of the valuation assignment, purpose, and effective date.
Asset Inventory & Verification
Breakdown of each asset inside the LLC, based on client-provided documents.
Assumptions & Limiting Conditions
Clear documentation of assumptions used and scope limitations.
Individual Asset Valuation
Each underlying asset receives its own FMV determination using appropriate valuation methods.
FMV Conclusion
Independent fair market value conclusion supported by methodology, comps, and adjustments.
Preparer Certification
Signed validation by Fair Market Valuators.
Exhibits Section
All supporting documents, Underlying asset valuations, Documentation provided by the client, Calculation worksheets, Market data, and references are included.
Ready to Request an IRA Owned-LLC Valuation?
Submit your property details through our secure intake form and our team will begin preparing an independent Fair Market Value (FMV) report tailored for IRS and custodian requirements.
Our process is fast, compliant, and designed for self-directed investors and custodians who need accurate and audit-ready valuation support.
