Precision-grade business valuations for Rollover as Business Startup transactions. NACVA-certified, IRS-compliant reports delivered in 5–7 business days — protecting your clients and your ROBS arrangement from day one.
We focus exclusively on ROBS business appraisals — no generalist work, no distractions. Every report is built for IRS and ERISA compliance.
For new and early-stage businesses receiving investment through a ROBS arrangement. We establish fair market value using the adjusted net asset method, producing a defensible, NACVA-standard report your ROBS facilitator, the IRS, and ERISA require. Required for every ROBS funding event.
| Under 3 years in operation | $650 – $800 |
| Over 3 years in operation | $1,800 – $2,000 |
⏱ 5–7 Business Day Delivery
When a ROBS-funded business winds down, a formal certified valuation is required to properly close out the retirement plan's equity position. We deliver a compliant termination appraisal quickly and accurately — giving your facilitator exactly what they need to wrap up the arrangement cleanly.
| Limited assets / cash-only business | $500 flat |
| Business with promissory note or sold assets | $750 flat |
⏱ 5–7 Business Day Delivery
A streamlined, no-friction process built for ROBS facilitators and their clients. No phone tag. No chasing documents.
Complete our secure intake form. Provide entity details and upload your balance sheet — all in one step, no back and forth.
Within one business day, Andrew reviews your submission and sends a formal engagement letter and invoice for secure online payment.
Andrew applies the NACVA-standard adjusted net asset methodology — with all required adjustments, documentation, and certified sign-off.
Your signed, certified appraisal is delivered within 5–7 business days — ready for your ROBS facilitator with no revisions needed.
Andrew Le is a Certified Business Appraiser (CBA) credentialed by the National Association of Certified Valuators and Analysts (NACVA), with broad experience across the financial industry — from Fortune 500 companies to emerging small businesses.
What sets Andrew apart is direct, hands-on experience inside the ROBS industry itself. Having worked for a leading ROBS provider for multiple years, he understands precisely how valuation conclusions impact plan compliance, IRS review, and the long-term health of a ROBS arrangement. He doesn’t just produce reports — he produces reports that hold up.
Andrew works with ROBS facilitators, accountants, business owners, attorneys, loan officers, and business brokers throughout the Philadelphia area and nationwide. His practice is exclusively focused on ROBS appraisals — no generalist work, no compromise on quality or speed.
Submit your information below. Andrew will respond within one business day with your engagement letter and invoice.
Having the following documents available will help us begin and complete your appraisal as quickly as possible:
No payment required at this step — Andrew will send your invoice and engagement letter after reviewing your submission.
Thank you for submitting your appraisal request. Andrew will review your information and follow up within one business day with your engagement letter and invoice.