At Equity Valuation Associates, we provide professional, independent appraisal and valuation services to individuals, corporations, business financing firms, banks, retirement plan sponsors, plan administrators, banks, and trust companies. Our fee based valuation and appraisal services will provide an accurate value for the following:
Depending on the type of valuation and reporting requirements, we follow the IRS Revenue Ruling 59-60 and Financial Accounting Standards Board FAS 157 guidelines.
For more information on the reporting guidelines we follow during our valuations, please view our Valuation Guidelines page.
The type of valuation that you need depends on the investment type and the reason the valuation was required. In most cases, if litigation is pending, a formal comprehensive valuation is required.
Appraisals such as marriage dissolution, ESOP reporting, buy/sell agreements, and estate valuation, will generally also require a comprehensive evaluation in accordance with FAS 157 and/or the IRS Revenue Ruling 59-60. However, for less formal reporting such as 401K financing and note valuations, a limited scope valuation or estimate of value will suffice.
For more information on what type of valuation you need, please refer below. The table below represents the most commonly requested valuations types for the respective valuations. Depending on your unique circumstances, the type of valuation needed may vary.
|Estimate of Value||Limited Scope Valuation||Comprehensive Valuation|
|Call For Pricing||Call For Pricing||Call For Pricing|
|401K Financing Valuations|
|Pension, Profit Sharing, & 401k Valuations|
|Closely Held Stock Valuations|
|Date of Death Valuations|
|IRA Roth Conversion Valuations|
|IRA Distribution Valuations|
|IRA Alternative Asset Valuations|
|IRS Form 5498 Valuations|
|IRS Form 5500 Valuations|
|Mortgage Fund Valuations|
|Oil & Gas Valuations|
|Real Estate Fund Valuations|
|Venture Capital Fund Valuations|
Telephone: (808) 637-8480
67-079 Nauahi St. #1297
Waialua, Hawai'i 96791