Certified Valuations, Without the Big-Firm Price
Simply Business Valuation delivers professional, defensible business valuation reports for small and medium businesses and the CPAs who serve them — from a flat $399, typically in 7 business days, paid only after you receive your report.
James Lynsard
Certified Business Appraiser
- Certified Business Appraiser
- USPAP-trained
Meet the appraiser
James Lynsard is a Certified Business Appraiser with over 30 years of experience valuing small businesses. He is USPAP-trained, and his valuation work supports business sales, succession planning, 401(k) and ROBS compliance, Form 5500 filings, Section 409A safe harbor, and IRS estate and gift tax matters.
Every report is prepared and signed by a certified appraiser and built to the Uniform Standards of Professional Appraisal Practice (USPAP) — the same standard relied on by traditional firms that charge $3,000 to $10,000 for comparable work. The difference is our focused, technology-assisted process, not the rigor of the analysis.
What we do
We produce comprehensive, 50+ page valuation reports that hold up to scrutiny from the IRS, the Department of Labor, lenders, buyers, and courts. Common engagements include:
Section 409A
Safe-harbor fair market value for stock option pricing.
Form 5500 & 401(k)
ERISA / DOL-compliant plan asset valuations.
ROBS
IRS-compliant valuations for 401(k) business-funding rollovers.
Exit & Succession
Buy-sell, ownership transition, and retirement planning.
Selling a Business
Defensible value to price and negotiate a sale.
Tax & Estate
Gift, estate, and charitable-donation valuations.
Certified & USPAP-compliant
Reports are prepared by a certified appraiser to recognized professional standards — independent and defensible.
From $399 — pay after delivery
Transparent flat fees ($399 standard, $499 rush, $599 Section 409A) with no upfront cost. You only pay once your completed report is in hand.
Typically 7 business days
A focused process gets you a thorough report in days, not weeks. Timing depends on our current workload — or choose the 2-day rush option.
Built for owners & CPAs
Plain-language insight for owners, and white-glove, white-label support for accounting firms.
Ready to know what your business is really worth?
Get a comprehensive, certified valuation report — no upfront cost, typically delivered in 7 business days.