Independent FMV report packages
Each engagement produces a professionally reviewed report package tailored to the asset type. Reports are designed to support annual SDIRA fair market value reporting and related recordkeeping needs.
FMV Report Package
- Asset summary and engagement scope
- Methodology narrative and key assumptions
- Supporting analysis specific to the asset type
- Fair market value opinion as of the stated valuation date
- Reviewer notes and limiting conditions
Tailored to the asset
We select an appropriate valuation approach based on the characteristics of the subject asset and the documentation provided. For promissory notes this typically includes cash flow analysis and collateral review. For real estate, market and income approaches are considered. For private interests, income, market, and asset-based approaches are evaluated.
Every report is professionally reviewed prior to delivery. Valuations are not fully automated.
Built for SDIRA workflows
Account Holders
Self-directed IRA and qualified-account holders needing an independent FMV for reporting or recordkeeping.
Custodians & Administrators
Firms that require third-party FMV documentation to support annual fair market value reporting.
Advisors & Professionals
CPAs, attorneys, and advisors who need an independent opinion to support their client's filings or planning.
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.