Process
From request to professionally reviewed report
A consistent, transparent workflow designed to support SDIRA fair market value reporting.
01
Intake & Engagement
- Submit a brief valuation request including asset type and account information
- We review the request and confirm scope, methodology, and timing
- An engagement is established before substantive work begins
02
Document Upload
- Receive a document checklist tailored to your asset type
- Upload supporting documentation through a secure intake
- Our team confirms receipt and follows up if anything is missing
03
Review & Analysis
- Professional review of submitted documentation
- Application of an appropriate valuation methodology
- Internal quality review prior to report finalization — not an automated valuation
04
Report Delivery
- FMV report package delivered electronically
- Includes methodology narrative, supporting analysis, and FMV opinion
- Ready to share with your custodian or administrator
Ready when you are
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.