FairMarketValue joins Wealth Engineering consortium

Wealth Engineering has added FairMarketValue to its Expert Sourcing Consortium, giving its network of wealth managers, CPAs, advisors and broker-dealers access to business valuation services. The move is aimed at speeding up defensible valuations for estate planning, lending, transactions and succession work.

Why it matters: - FairMarketValue adds an independent business valuation resource to Wealth Engineering’s advisor network. - The service is aimed at planning work where valuations need to be fast, documented and defensible. - Wealth Engineering said the addition supports its push to help firms deepen organic growth and improve profitability.

What happened: - The Wealth Engineering Family of Companies said June 30, 2026, that FairMarketValue is now a core part of its Expert Sourcing Consortium. - The platform is available to Wealth Engineering’s nationwide network of 2,150-plus TopTier wealth management firms and to broker-dealer firms using Wealth Engineering consulting services. - Wealth Engineering said the inclusion also extends through its Wealth Engineering HUB.

The details: - FairMarketValue delivers business valuations for privately held companies through AI-native technology and credentialed valuation professionals. - The platform uses in-house experts including CFAs and CPAs with CVA and ABV designations. - Every engagement is completed or reviewed by a credentialed valuation professional. - The valuation process follows recognized professional standards. - The output is a written report designed to withstand scrutiny from the IRS, lenders, courts and counterparties. - Wealth Engineering said advisors use the service for estate and gifting strategies, lending, transactions and succession planning. - FairMarketValue said it offers streamlined access to independent, institutional-quality valuation outcomes delivered in days rather than weeks or months. - Wealth Engineering described the addition as part of a broader set of expert sourcing firms inside its ecosystem. - Wealth Engineering said its model combines advanced knowledge, services, products and technology with sound engineering principles.

Between the lines: - The partnership signals that valuation is becoming a more standard part of wealth planning workflows for high-net-worth clients. - Wealth Engineering is positioning its platform as an operating layer that helps advisory firms move from product-driven models to fee-based, holistic wealth services. - FairMarketValue is using the alliance to reach more advisory firms without building a separate direct-sales footprint as large as Wealth Engineering’s network.

What's next: - FairMarketValue will be available across Wealth Engineering’s member ecosystem as advisors source valuation work for clients. - Wealth Engineering will continue bundling expert sourcing, practice engineering and technology tools under its FusionPowered Wealth Advisory and OpenOption Practice Engineering models. - The companies are likely to market the partnership around high-net-worth planning, succession and business-transfer use cases.

The bottom line: - Wealth Engineering gains a valuation partner built for speed and defensibility, while FairMarketValue gets distribution into a national advisor network. - The company announcement