Professional Valuation Services
Certified business valuations for every need — compliance, planning, and transactions. Reports are a $399 flat fee (Section 409A: $599) with no upfront payment.
Section 409A Valuation
Establish safe harbor fair market value for stock option pricing and deferred compensation plans. IRS-compliant reports that protect your company.
Learn moreForm 5500 & 401(k) Compliance
Annual plan asset valuations that satisfy DOL and ERISA reporting requirements. Streamline your compliance with defensible, certified reports.
Learn moreROBS Business Valuation
Use your 401(k) to fund a business purchase through a Rollover as Business Startup. We provide the IRS-compliant valuation you need.
Learn moreExit Planning & Succession
Plan ownership transitions, buy-sell agreements, and retirement exit strategies with an accurate understanding of your business value.
Learn moreTax & Estate Planning
Satisfy IRS requirements for estate tax, gift tax, charitable donations, and business interest transfers with a defensible valuation.
Learn moreBusiness Valuation for Sale
Know your fair market value before entering negotiations. A certified valuation gives you leverage and confidence when selling your business.
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