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Qualified Contributory Retirement Plan Valuations
It is now possible under ERISA to fund the purchase of small business stock with 401k assets. The small business must be a C-Corporation. Also, the C-Corporation may be a member of an LLC, with other conventional investors. A business valuation is required by ERISA to ensure adequate consideration on the acquisition.
Most trustees also require an annual Fair Market Value business appraisal of the plan's shareholder interest to meet the requirements of ERISA regulations. This requires a LEVEL THREE appraisal.
American ValueMetrics can provide these valuations. Fees will be quoted after initial information is received.
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For answers to any other questions you may have, visit our Frequently Asked Questions (FAQ) page, click here to contact us, or call us 1-805-646-4960.
American ValueMetrics
1585 South Loma Dr, Ojai, CA 93023
Phone: 805-646-4960 Fax: 805-715-7024