IRA Valuations of Alternative Assets
IRA valuations for individuals, custodians and trust companies that meet all of the regulatory requirements.
Annual Reg 9 Reviews and Asset Reviews
Annual asset reviews for all closely held assets held in trusts or estates for trust companies and banks throughout the US.
Federal Estate & Gift Tax Valuations
Fair market value appraisals of privately held investments upon the death of an owner or for the gift of such an interest.
Let us introduce ourselves
A few words about us
J&M Asset Management, Ltd. (“J&M”) has been providing valuation and review services for individuals, banks, trust companies, fiduciaries, attorneys, CPAs and private businesses since 1996. J&M specializes in preparing valuations and completing reviews of privately held / alternative assets.
Why businesses and individuals turn to us
Experience you can count on
Our management team has more than 80 years of collective experience in the areas of valuation, managing closely held assets, corporate finance, mergers & acquisitions, and oil & gas. Numerous auditing organizations & agencies have reviewed and commented favorably on our reports.
Trusted by leading organizations