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Does the BizEquity Report Satisfy ERISA Compliance Regulations?

Unfortunately, ERISA compliant is comparable to what is required for ESOP appraisals (conforming to both IRS and Department of Labor requirements) and our report cannot be used for this purpose.  

The general idea here is to use one's own retirement accounts to fund the startup or purchase of a business.  This is a now well established "niche" with specialists who handle the paperwork and the valuation work under one company.  Guidant has named it a "ROBS" (rollover as a business startup) and has been doing this for the past 10 years. 

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