Arizona Business Valuation

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Business valuations in Arizona for donations, M&A, gift tax, and IRA conversion, prepared in accordance with USPAP and IRS requirements. AppraiseItNow appraises small businesses, partnerships, corporations, franchises, and professional practices across Arizona, including Phoenix, Tucson, and Scottsdale.

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DEFENSIBLE, USPAP-COMPLIANT BUSINESS APPRAISAL REPORTS — QUALIFIED FOR THE IRS, ARIZONA COURTS, LENDERS, INSURERS, AND MORE.

  • IRS
  • GASB
  • Arizona Courts
  • U.S. Small Business Administration
  • Chase
  • Western Alliance Bank
  • Bank of America

Credentialed Appraisers Serving Arizona

Between them, our business valuation appraisers hold ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, Arizona courts, lenders, insurers, and more.

Joe Kattan

Joe Kattan

Owner & CEO

Joe founded AppraiseItNow to make a certified, USPAP-compliant appraisal as simple to order as anything else online. A former Bain & Company strategy consultant, Joe leads the entire team and specializes in strategy, growth, and the firm's tech capabilities.

Justin Ramirez

Justin Ramirez

Business Valuation Expert & Appraiser

ASA, ABV, and CFA charterholder. Since 2016 Justin has valued businesses for estate and gift tax, purchase price allocations, fairness opinions, lending, and buy-sell agreements, across manufacturing, services, retail, and pre-revenue biotech.

Raymond Ghelardi

Raymond Ghelardi

Business Valuation Expert & Appraiser

Accredited Senior Appraiser with the American Society of Appraisers. Raymond values capital stock, business enterprises, stock options, and intangible assets.

Aron Blue

Aron Blue

Client Success Manager

Manages each engagement from the first enquiry to the delivered report, and keeps you posted at every step along the way.

  • USPAPWritten to the Uniform Standards of Professional Appraisal Practice
  • American Society of AppraisersAccredited Senior Appraiser
  • AICPAAccredited in Business Valuation
  • CFA InstituteChartered Financial Analyst
  • The Appraisal FoundationAuthorized by Congress as the source of appraisal standards
Interests we value
Whole and partialOperating companies, holding entities, membership interests in an Arizona LLC, and minority blocks in a closely held corporation.
How we work
RemoteStatements, returns, the operating agreement and the owner's own schedules reach us digitally, and nothing about this work needs a visit.
The standard
Fair market valueDonations, gift returns and retirement accounts ask for fair market value. A statutory buyout is computed on terms Arizona sets instead.

Owners in Phoenix, Scottsdale, and Flagstaff Ask Us What a Share of Their Arizona Company Is Worth

AppraiseItNow appraises privately held Arizona companies, and the membership or shareholder interests in them, for charitable donations, gift and estate returns, self directed retirement accounts, and owner exits. The use a report is written for picks the standard of value, and the standard decides what the analysis may and may not do. A minority block in a Tempe operating company and the whole of a Yuma family corporation are not the same assignment, and the records each of them can produce differ just as much.

Charitable donations

A donated interest valued on the day it is given

A gift of stock, units or a membership interest is reported at the price it would change hands for on the day of the gift. The report has to carry the reasoning a reviewer will test, which is the part a broker's letter cannot do, with the transactions relied on named and the adjustments to them explained.

Self directed accounts

What a retirement account's holding is worth

A self directed IRA reports what it holds at fair market value, and a custodian closing or transferring a position asks for that figure in writing. The number is for the interest the account owns, not for the entity's assets taken one by one, and where the account holds only a slice, what that slice can compel the entity to do belongs in the analysis.

Buy ins and exits

The price a buy in or a buyout settles at

An owner joining, leaving or being bought out needs a figure both sides can test, and in Arizona two of those situations have their price set by statute rather than by negotiation. We prepare the valuation the parties argue from. Companies whose worth sits in machinery draw on our Arizona equipment appraisal work.

Our Arizona Valuations Include a Phoenix Retirement Account Holding and a Mesa Software Donation

Two files from Arizona, a line each. What the entities are called, what they held and what we concluded stay inside the reports, and nothing here is a promise about what any other engagement will find.

A small single story office building with plain stucco walls and desert planting in front, in bright Arizona daylight

Retirement account

A Phoenix LLC held inside a self directed IRA

An LLC owned by a self directed IRA, valued as the entity wound down, for the custodian that holds the account.

  • Fair market value
A low rise light industrial building with a glass entrance and a clear blue sky above it, seen from the parking lot in daylight

Charitable donation

Software licenses donated by a Mesa company

Licenses for software a Mesa company developed and gave away, valued for the charitable contribution the company reported.

  • Fair market value

Arizona Statutes Fix What a Departing Partner Is Paid and What a Transferred Interest Can Do

Two Arizona statutes reach a valuation before the parties do. One sets the price a dissociated partner is owed. The other sets the limits of what an interest conveys when it changes hands.

Buyouts

The greater of two

values sets the buyout price for a dissociated Arizona partner, measured on the date of dissociation

An Arizona Partnership Buys a Departing Partner Out at the Higher of Two Values

The buyout price is the amount that would have been distributable to the dissociating partner if, on the date of dissociation, the assets of the partnership were sold at a price equal to the greater of the liquidation value or the value based on a sale of the entire business as a going concern without the continuing services of any of the partners, and the partnership were wound up as of that date. Interest runs from the date of dissociation to the date of payment.

Both figures have to be developed, not only the one that suits the side asking. Where no agreement is reached within one hundred twenty days after a written demand for payment, the partnership pays what it estimates the buyout price to be, and that estimate has to arrive with a statement of assets and liabilities and a written explanation of how it was calculated.

A.R.S. § 29-1061

What an interest conveys

Distributions only

is what a transferred Arizona LLC interest carries: no vote, no management role, and no general right to the company's records

A Transferred Arizona LLC Interest Carries the Distributions and Nothing Else

A transfer of a transferable interest is permissible and does not by itself dissociate the member or dissolve the company, but it does not entitle the transferee to participate in the management or conduct of the company's activities and affairs, and outside narrow exceptions it gives no access to records or other information about them. What the transferee receives is the distributions the transferor would otherwise have been entitled to.

A charging order works the same way and is the exclusive remedy of a judgment creditor: the company pays over the distributions that would have gone to the debtor, and nothing else moves. An interest that carries cash flow without control or information is worth less than its arithmetic share of the balance sheet, and these two sections are the reason an appraisal can say so.

A.R.S. §§ 29-3502 and 29-3503

What clients say we are known for

AppraiseItNow Reviews: “The report was quite thorough as well” and “The team was highly knowledgeable, helpful, and efficient”

  1. Being the appraiser they come back to“I highly recommend their appraisal services, especially for private companies” Steve R.Mentioned in 44 reviews
  2. Answering fast, and staying reachable while the work runsMentioned in 34 reviews
  3. Showing the research and the comparables behind the number“Their work was quick, thorough” Jeff H.Mentioned in 29 reviews
  4. Delivering the finished report ahead of the deadlineMentioned in 21 reviews
  5. Taking on items other appraisers had already turned downMentioned in 14 reviews

Across 80+ published AppraiseItNow reviews the picture is consistent: every one is from a client who paid us for an appraisal, and the three things they raise most often are that they would hire us again, how quickly we answer, and how much research is visible in the report.

  • Responsive, professional, first class deliverables -- especially considering that that the appraised assets are extremely complex financial assets with little by way of comps. The deliverable satisfied my accountants and advisers as being more than adequate to support the valuation needed to complete a conversion to a Roth IRA
    Dave T. ·

    Business Valuation Appraisal for IRA Conversion

  • Joe and Aron were extremely impressive - the entire process went very smoothly. They were always quick to respond to any questions I had and could not have been more helpful. They were aware of some tight time restrictions I had and made sure I received my reports in a timely fashion. I highly recommend them to anyone needing a valuation.
    William L. ·

    Business Valuation Appraisal for Charitable Donation

  • I used AppraiseItNow to examine a contribution to a foundation. Their work was quick, thorough, and easy to work with, as they’ve developed a simple system for uploading documents. I plan to use them again.
    Jeff H. ·

    Business Valuation Appraisal for Charitable Donation

  • The team was highly knowledgeable, helpful, and efficient. I highly recommend their appraisal services, especially for private companies.
    Steve R. ·

    Business Valuation Appraisal for IRA Conversion

  • I found them professional & responsive. The report was quite thorough as well.
    Daniel L. ·

    Business Valuation Appraisal for Charitable Donation

  • From the start they were very responsive, price competitive, and had a quick turn around time. Thank you so much to Joe who was very sweet in responding to my emails; I am looking forward to utilizing AppraiseItNow for many years to come.
    Chris S. ·

AppraiseItNow delivers written business valuations for gift and estate tax, IRA conversions, charitable donations, and buy/sell agreements

Given the USPAP-compliant nature of AppraiseItNow’s appraisal reports, we prepare our deliverables for major legal, tax, and financial reporting purposes for individual and commercial clients.

Popular uses of our appraisal reports include:‍

Transactions, Lending & Investment

Frequently Asked Questions on Arizona Business Valuations

What transaction data supports an Arizona business valuation?

Private transaction databases such as DealStats, BIZCOMPS, and IBA Market Data, plus guideline public company evidence built from SEC filings. These sources supply actual deal prices and multiples, which is why professional standards treat rules of thumb as reasonableness checks rather than valuation methods.

Why isn't a revenue multiple enough to value my company?

Because it ignores what makes your company different: earnings quality, growth prospects, asset mix, and risk. IRS guidelines and USPAP require analysis of actual financial statements, industry conditions, and comparable transactions, and a bare multiple will not survive scrutiny in tax, divorce, or shareholder disputes.

How does Arizona community property law affect a business valuation?

A business interest acquired during marriage is generally community property subject to substantially equal division, so the valuation often decides the settlement. Arizona courts typically tie value to the date the dissolution petition was served or another judicially selected date, and the appraisal should state that effective date explicitly.

How long do I have to appeal an Arizona business personal property valuation?

Thirty days from the mailing date of the Notice of Valuation. The petition is filed on DOR Form 82530 under A.R.S. §42-19051, and an independent appraisal documenting actual market value is the core evidence an appeal turns on.

Does Arizona's property tax reach intangible value like goodwill?

No. Locally assessed business personal property under Title 42 covers tangible assets, and goodwill, trademarks, and other intangible business value are not assessed as personal property. That is one reason a business valuation and a property tax filing produce very different numbers for the same company.