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SPARDATA Report |
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Rush SPARDATA Report |
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Update Report |
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Rush Update Report |
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FLP Report |
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Rush FLP Report |
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Update FLP Report |
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Rush Update FLP Report |
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Brad Davidson |
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Robert Rader |
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Bruce OHeir |
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Theresa Higgins |
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Speeches |
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CPAs |
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Banks |
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Financial Advisors |
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Attorneys |
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Regulatory Agencies |
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Advisor Call Back |
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Send Advisor Kit |
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Owner Call Back |
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Send Owner Kit |
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Custodian Guide |
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Interesting Articles |
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Owners Make Bad Appraisers |
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Ignorance Is Costly |
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Why Rules-Of-Thumb Do Not Work |
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I Will Ask My CPA |
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How Appraisers Value A Business |
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Business Owners Require More Complex Estate Planning |
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Buy Sell Agreements |
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Cashing Out |
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Charitable Remainder Trusts |
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Cross Purchase Agreements |
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C Versus S Corporation |
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Dental Practice Valuations |
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Divorce in the Family Can Kill A Business |
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ESOPs |
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Estate Planning |
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Exit Planning |
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Family Feuds |
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Family Limited Partnerships |
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Gifting Stock |
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Government Giveaways |
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How To Defer Real Estate |
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Key-Person Insurance |
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Limited Partnership Trades |
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Living Trusts |
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Medical Practice Valuations |
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Phantom Stock Options |
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Revenue Ruling 59-60 |
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Risk Management |
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Selling Your Business |
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Succession Planning |
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SWOT Analysis |
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Top 9 Reasons to Value Your Business |
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Valuing A Contruction Company |
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Sample Valuations |
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Selling Your Business? |
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Grow Sales With Valuations |
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Get Referrals From Attorneys |
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Get Referrals From CPAs |
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Great Conversation Starter |
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Business Owner Factoids |
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Prospecting Mailers |
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Prospecting Seminars |
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Teleconferences |
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10 Steps to Grow Sales |
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15 Steps to Owners |
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Boost Fee Income |
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What Are Sundry Assets? |
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Who Owns Sundry Assets? |
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How To Open Doors |
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Common Objections |
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Reputational Risks |
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ERISA Risks |
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IRA Risks |
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Call Report Risks |
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2 Simple Rules |
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Compliance Manual |
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Sample Compliance Valuations |
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Price List |
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Test Drive Demo |
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What Does Managing Sundry Assets Involve? |
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Oil, Gas, & Mineral Interests |
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Timberland |
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Farm and Ranch |
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Commercial and Residential Real Estate |
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Closely Held Businesses |
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Trust-Owned Life Insurance |
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IRC Section 6695A: New Risks for Appraisers |
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CE Course Textbook |
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Financial Analyst I |
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Sundry Asset Compliance Manual
SPARDATA values closely-held stocks, limited partnership interests and other 'Special Assets' that do not trade on any exchange. To banks and brokerage firms who custody them, 'Special Assets' offer risk and opportunity. The risk (in this post-Enron environment, more dangerous than ever) is that mispricing Special Assets potentially harms your clients by hiding their investments' value - a violation of Federal law depending on the type of account in which those assets are held. The opportunity is that fair market valuing Special Assets grows your asset base and fee income. SPARDATA developed the Compliance Manual to help institutions more fully explore their risks and their opportunities. We trust you will find it to be a useful reference document and a good resource to share with colleagues. Click a link to download the entire Guide or (because it is 190 pages long) specific chapters. SPARDATA can value virtually any kind of Special Asset so if you hold any on behalf of your clients, contact us today. Let us show how you can reduce your risk and grow your fee income at the same time. We look forward to hearing from you! |
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6785 Business Parkway, Suite 104
Elkridge, MD 21075
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