Limited Liability Company Appraisal

5.0from 80+ client reviews
Limited liability company appraisal services covering estate tax (Form 706), gift tax (Form 709), and Roth IRA conversions, prepared in accordance with IRS requirements. AppraiseItNow values single-member and multi-member LLCs, real estate holding companies, operating companies, and minority membership interests.

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DEFENSIBLE, USPAP-COMPLIANT LIMITED LIABILITY COMPANY APPRAISAL REPORTS — QUALIFIED FOR THE IRS, INSURANCE AGENCIES, LENDERS, AND MORE.

  • IRS
  • GASB
  • United States Courts
  • U.S. Small Business Administration
  • Chase
  • Bank of America
  • Wells Fargo

The business valuation team behind every report we write

Between them, our business valuation appraisers hold ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, insurance agencies, lenders, 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
Standard
USPAPIndependent LLC interest valuations prepared in accordance with USPAP.
IRS form
Form 706Estate tax filings on Form 706 and gift tax planning are the most common uses.
Value definition
Fair Market ValueApplied to the specific membership interest, with discounts for lack of control and marketability where warranted.
Interests valued
Full and partialMembership interests in single-member, multi-member, and manager-managed LLCs.

AppraiseItNow values LLC membership interests, whole or partial, across real estate, services, manufacturing, and technology

AppraiseItNow provides independent valuations of LLC interests for estate tax filings, gift tax planning, IRA conversions, divorce, buy-sell agreement funding, and charitable contribution substantiation, as part of our business valuation services.

LLC structures

Single-member, multi-member, and manager-managed companies

We appraise full and partial membership interests across the common LLC forms and the industries they operate in:

  • Single-member LLCs
  • Multi-member LLCs
  • Manager-managed LLCs
  • Real estate
  • Professional services
  • Manufacturing
  • Technology

Purposes we serve

Six purposes, from Form 706 to buy-sell funding

Our LLC valuation engagements most commonly support the following tax, legal, and transaction needs:

  • Estate tax filings on IRS Form 706
  • Gift tax planning
  • IRA conversions
  • Divorce proceedings
  • Buy-sell agreement funding
  • Charitable contribution substantiation

What we work from

Financial statements, operating agreements, and tax returns

LLC valuations are built from the entity-level documentation the client or their advisors already hold:

  • Financial statements
  • Operating agreements
  • Tax returns

LLC interest appraisals are scoped to the economic, voting, and transfer rights attached to each membership

We appraise LLC interests across structures and industries, and we scope every engagement to the specific economic rights, voting rights, and transfer restrictions attached to the interest being valued.

Control

Controlling and non-controlling interests, with discounts where warranted

We handle both controlling and non-controlling membership interests, applying discounts for lack of control and lack of marketability where the facts support them.

Entity profile

Single-asset holding entities through complex operating companies

A single-asset real estate holding entity and a multi-member operating company with complex distributions call for different methods, and our appraisers tailor the approach to the facts of the specific interest.

Who reviews it

Written to withstand IRS scrutiny, court review, or counterparty challenge

Our appraisers deliver a credible, well-documented conclusion of value because the report is going to be read by the IRS, a court, or the other side of a transaction.

Our appraisers answer LLC valuation needs for professional advisors and for members themselves

We serve estate attorneys, CPAs, financial planners, and business advisors who need a qualified appraisal for a client matter, and individual LLC members, family business owners, and fiduciaries facing a tax event, an ownership transition, or a legal proceeding.

Professionals

Estate attorneys, CPAs, planners, and business advisors

Advisors engage us when a client's estate filing, gift plan, divorce, or buy-sell agreement needs an LLC interest valued by someone independent of the parties.

Members and fiduciaries

Members, family owners, and fiduciaries at a transition point

Individual LLC members, family business owners, and fiduciaries come to us directly when a tax event, an ownership transition, or a legal proceeding puts a value on the membership interest.

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., Ocala, FL ·

    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., Woodford County, IL ·

    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. , New York, NY ·

    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., Northbrook, IL ·

    Business Valuation Appraisal for IRA Conversion

  • I found them professional & responsive. The report was quite thorough as well.
    Daniel L. , New York City, NY ·

    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., San Clemente, CA ·

Limited Liability Company Appraisals Anywhere in the US

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How our Valuation Process Works

1

Appraisal Request

Submit estimate or list of items for our review.

2

Quote Issued

We'll share a flat fee quote for your approval.

3

Kickoff & Intake

Submit details on all of your items for our review.

4

Research & Analysis

We'll conduct detailed research and prepare a written USPAP-compliant report.

5

Report Delivery

Delivery of your report and supporting documents (e.g., signed IRS Form 8283) by email.

How much does a Limited Liability Company appraisal cost?

Standard Fee Range

$7.5K – $12K

Standard range for our Limited Liability Company appraisals based on past projects

  • Fixed fee quoted before any work starts
  • No hourly billing
  • USPAP-compliant report, accepted by insurers, courts and the IRS

Two report tiers. Your intended use sets which one you need.

Standard Limited Liability Company Appraisals

from $4,000

USPAP-compliant report for standard purposes

  • Personal Use
  • M&A
  • Financial Due Diligence
  • and more

Advanced Limited Liability Company Appraisals

IRS-qualified

from $5,000

USPAP-compliant and IRS-qualified report for advanced purposes

  • Charitable Donations
  • Estate Tax & Planning
  • Gift Tax
  • Divorce
  • Legal Purposes

Pricing By Size & Complexity

Please note that the fees listed below are for informational purposes and are subject to change. Our team will review your materials and issue your quote before we get started.

  1. Low Complexity & Size

    $4K – $6.5K

    Simple financial asset with lower face value

  2. Medium Complexity & Size

    $8K – $12K

    Higher quantity or complexity financial assets requiring more robust analysis

  3. Highest Complexity & Size

    $15K – $20K+

    Sophisticated financial assets requiring highly technical analysis and increased level of detail for IRS or Legal Purposes

What Drives Cost?

  • Scope and complexity of the business or assets being valued
  • Quality and completeness of financial records and supporting documentation
  • Intended use of the valuation and required reporting standards
  • Number of subjects or entities included in the engagement
  • Required approaches to value and depth of market research

Our Limited Liability Company valuation fees are transparent, scope-based, and designed to be fully USPAP-compliant for your intended use. We don't bill by the hour and will propose a fixed fee before we start our work, so you'll know exactly what you are paying before engaging our team. Please note that the pricing outlined here is strictly for informational purposes; before issuing your quote, we will need to get a better understanding of your financial assets so we can properly scope the assignment.

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

Get a Limited Liability Company Appraisal for Any Need

Frequently Asked Questions on Limited Liability Company Appraisals

How is an LLC's value determined?

Through three recognized approaches: income (discounted cash flow or capitalization of earnings), market (comparison to private transactions and guideline companies using revenue, EBITDA, or SDE multiples from databases such as DealStats and PitchBook), and asset-based (net assets minus liabilities). The weighting depends on the company's earnings profile and the purpose of the appraisal.

Does our buy-sell agreement price count as fair market value?

Not automatically. Fixed-price clauses control transfers among members, but courts and the IRS can disregard stale or non-arm's-length pricing for tax, divorce, and litigation purposes. When the triggering event requires market-based evidence, an independent appraisal is still needed.

Why are the LLC's financials normalized before valuing it?

Because reported figures often differ from economic earnings. We adjust for owner compensation, personal expenses run through the business, one-time legal or litigation items, and nonrecurring revenue so multiples and projections apply to a realistic earnings base; skipping this step materially misstates value.

Which IRS filings commonly require an LLC valuation?

Gift tax Form 709, generally due April 15 of the year after the gift, and estate tax Form 706, generally due nine months after death with a six-month extension available. These valuations must support fair market value under the IRS framework, which specifically references Revenue Ruling 59-60.

Should my LLC be valued on an SDE or EBITDA multiple?

SDE-based multiples fit smaller owner-operated companies; EBITDA-based multiples fit larger or professionally managed firms. Public-company multiples, private transaction data, and industry deal databases are not interchangeable either, since control, liquidity, and growth assumptions differ, and mismatching them creates major distortions.