Company History

Phone: (808) 637-8480

Equity Valuation Associates (EVA), fka ERISA Valuation Associates has been providing independent closely held asset valuations to the retirement plan sponsors, plan administrators, banking and trust industry since 1984.  EVA is currently providing valuations to numerous bank and trust companies and pension plans, profit sharing plans, 401k plans, and Individual Retirement Accounts.

In 1974, John O’Scanlon founded Certified Pension Consultants, Inc. (CPC), in Santa Barbara, California.  As CEO of a very successful fee-based plan administration firm, he acquired 18 years of experience in dealing with IRS and DOL audits.  This gave him the knowledge to determine what the IRS and DOL look for when they audit a plan or a trust account.  This experience is being successfully applied to the non-publicly traded plan asset valuation business.  During the 1980s and early 1990s, CPC provided plan administration services to two current EVA clients.  They are the Bank Of Hawaii and Santa Barbara Bank & Trust.

In June 1984, as a subsidiary of CPC, he launched CPC’s non-publicly traded asset valuation business.  CPC was the first pension and profit sharing consulting firm in the country to offer independent investment valuations and performance monitoring to retirement plans.  In 1993, Certified Pension Consultants, Inc. sold the plan administration portion of the business.  CPC kept the investment valuation portion of the business and changed its name to Equity Valuation Associates.

In 2007, Sean O'Scanlon joined EVA as a full time employee. In 2010, he was appointed to Vice-President. As vice-president Sean's responsibility is the generation of valuations, with a concentration on valuations that meet the standards set-forth in IRS revenue ruling 59-60.

EVA is a member of the Institute of Business Appraisers, Retirement Industry Trust Association,  and  the National Institute of Pension Administrators.

John O'Scanlon Sean O'Scanlon

Equity Valuation Associates

Telephone: (808) 637-8480 
Fax: (808) 637-8482

P.O. Box 91-1297
Waialua, O'ahu, Hawaii    96791

info@evavalue.com

Equity Valuation Associates

Phone: (808) 637-8480

info@evavalue.com

©2013 - Equity Valuation Associates (ERISA Valuation Associates)

Telephone: (808) 637-8480 Fax: (808) 637-8482

P.O. Box 91-1297    Waialua, O'ahu, Hawaii    96791