Why spardata

Satisfied clients. Decades of experience.

There are many valuation firms out there. What makes spardata different?

Unequalled expertise. spardata's professional staff collectively has decades of experience valuing closely-held stocks, real estate limited partnerships, hedge funds, private equity, working and royalty mineral interests and much more. Because unique asset valuation is our main focus, we subscribe to information services that less focused firms do not, to insure our valuations rest on the best, most current data. We stay abreast of the latest rules and regulations from the OCC, IRS, DOL, SEC, FINRA, state agencies, AICPA and other regulatory bodies.

Blue-chip customer list. Call us and we'd be happy to provide our client list and references including many of the largest, most prestigious banks, brokerages and insurance companies; as well as attorneys, accountants, financial advisors and business owners. We are proud to say some of our clients have been doing business with us for decades.

Thought leader. spardata is a thought leader in the unique asset industry. Firm principals have been invited to speak to the Federal Financial Institutions Examination Council, the Internal Revenue Service, the U.S. Department of Labor, the Conference of State Bank Supervisors, the New York Bankers Association, the Tennessee Bankers Association, the Fiduciary and Investment Risk Management Association and the Compliance Roundtable. Articles by or about spardata have appeared in the Wall Street Journal, the Washington Post, the ABA Trust Letter and the Appraisal Journal.

Client focus. Every client has its own unique requirements. Our aim is to provide the information they need, when they need it (annually, semi-annually, quarterly, even monthly), in whatever format and medium specified.

For more information on our services for institutions, contact Brad Davidson; or contact someone from the Management Team.

Who are Our Clients

Today, financial institutions have to be able to value a diverse set of securities due to regulatory oversight, compliance, or because of the need for accurate account statement pricing and reporting. Our proprietary financial models have the ability to value large quantities of securities, providing speed, accuracy and efficiency for financial institutions. Today, some of the largest financial services companies rely on us to deliver accurate and timely valuation reports. Institutional clients should visit here.

In addition, we work with individual clients to solve a variety of valuation needs. Whether you are buying or selling a business or need valuations for estate planning and gifting, our team can talk one-on-one with individuals to get an accurate assessment of an entity's value, and what it would be worth in the marketplace. Clients in need of detailed valuations should visit here.

Alternative Investments, Private Placements, Closely-Held Company Stock, Unique Assets

For 25 years, institutions and individuals have relied on Spardata.

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