SPARDATA is an expert appraiser of privately-owned companies and professional practices. Since 1990 we have written over 27,000 business valuations. We specialize in firms with sales between $1 million and $40 million. Initial business valuations cost $6,000. Typical delivery time is 6-8 weeks but "rush" orders are completed in just 3 weeks (extra charge applies).

Custodian Guide

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Chapters 1-4 Chapters 5-7 Chapters 8-12

Chapter 1. Who Cares About Special Assets?

Chapter 2. Introduction To SPAR: Credentials, Experience, Representative Clients

Chapter 3. Why Assume Risk And Get Paid Nothing For It?: Typical Unpriced Securities List

Chapter 4. Custodians Routinely Misprice Special Assets: 1999 DOL Mispricing Study

Chapter 5. Mishandled Special Assets = Bad Press, Litigation

Wall Street Journal, "Partnerships in IRAs: Tricky Values, Hidden Problems"
Wall Street Journal, "Workers Find Nest Eggs Full of Strange Assets"
Wall Street Journal, "Partnerships, Often Old Dogs, Are Biting Heirs"
Wall Street Journal, "Retirement Plans That Quietly Melt Away"
McCall v. First Trust

Chapter 6. Rules And Regulations: IRAs

1993 IRS Opinion Letter
Typical Non-Standard Asset Custody Agreement
IRS Form 5498
IRS Form 1099-R

Chapter 7. Rules And Regulations: ERISA

IRS Form 5500
IRS Examination Guidelines
Typical IRS Non-Compliance Notice

Chapter 8. Rules And Regulations: Trusts & Estates

Revenue Ruling 59-60
How One Valuation Company Treats The IRS As Its Customer

Chapter 9. Why Custodians Should Learn To Love Special Assets

Selected IRS Returns Filed By Type, 1975-1996

Chapter 10. Special Assets = Profit Opportunities

Chapter 11. Recommended Special Assets Policy For Custodians

Sample Client Notification Letter
Stock Questionnaire
Partnership Questionnaire

Chapter 12. How To Place An Order For SPAR Products

SPAR Contract

Let us send you SPARDATA's award-winning valuation guide 'What Is Your Company Worth', absolutely free! The booklet contains everything you need to know about getting your business appraised - including pitfalls to avoid, handy checklists and more. Fill in the form below to order your copy now!

Anyone thinking seriously about getting a business valuation has questions including “what will it cost?”, “how long will it take?”, “how would you value MY business?” and many others.

SPARDATA has the answers you need, and we will share them with you in a free, informative telephone conference. Click here to learn what happens during a teleconference. To get answers right away call 800-895-4100 and ask to speak with one of our Valuation Consultants.

Please Answer These Questions

1. What does your business do?

2. How many employees does it have? 1-4 5-9 10-19 20-49 50-99 100+

3. Why are you interested in business valuations?

4. How did you hear about SPARDATA?

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