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Business valuations in Florida for donations, M&A, gift tax, and IRA conversion, prepared in accordance with USPAP and IRS requirements. AppraiseItNow appraises small businesses, corporations, partnerships, franchises, and professional practices across Florida, including Miami, Orlando, and Tampa.
DEFENSIBLE, USPAP-COMPLIANT BUSINESS APPRAISAL REPORTS — QUALIFIED FOR THE IRS, FLORIDA COURTS, LENDERS, INSURERS, AND MORE.
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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.
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.
Business Valuation Expert & Appraiser
Accredited Senior Appraiser with the American Society of Appraisers. Raymond values capital stock, business enterprises, stock options, and intangible assets.
Client Success Manager
Manages each engagement from the first enquiry to the delivered report, and keeps you posted at every step along the way.
American Society of AppraisersAccredited Senior Appraiser
The Appraisal FoundationAuthorized by Congress as the source of appraisal standardsAppraiseItNow values Florida corporations, limited liability companies, partnerships, franchises and professional practices for gift and estate tax filings, charitable contributions of closely held shares, Roth conversions, shareholder disputes and marital dissolutions.
Tax filings
Gift and estate filings, contributions of closely held shares and Roth conversions all turn on a supportable conclusion as of one specific date, with the workpapers behind it kept and the reasoning set out in the report rather than summarized.
Disputes and buyouts
Appraisal rights and shareholder buyouts run on a statutory basis, not on what a minority block would fetch from an outside buyer. We develop the figure the statute actually asks for and say plainly which one it is.
Marital dissolution
The court picks the date, so the work is normally retrospective. We separate what belongs to the enterprise from what belongs to the owner personally, since only one of those two survives the owner walking out of the building.
The same Florida company supports more than one defensible answer. Three choices, settled before any analysis begins, decide which answer the engagement produces.
Standard of value
Tax work develops fair market value between hypothetical willing parties. A Florida appraisal rights case or a buyout develops fair value, which the statute defines in its own terms and which can land somewhere quite different.
Valuation date
A gift is valued on the date of transfer, a Florida corporate action on the moment before it took effect, and a buyout on the day before the petition. Move the date and the conclusion moves with it.
Level of value
Whether a discount for a minority position or for illiquidity belongs in the conclusion is decided by the purpose of the engagement, and in some Florida proceedings by statute rather than by the analyst.
Two provisions of Florida’s business statutes fix what fair value means and the day it is measured on, and neither leaves the discounts to the analyst.
Appraisal rights
No discounts
for lack of marketability or minority status in a Florida statutory fair value determination
Section 607.1301, Florida Statutes, defines fair value as the value of the shares determined immediately before the effectiveness of the corporate action the shareholder objects to, using customary and current valuation concepts and techniques generally employed for similar businesses in the context of the transaction requiring appraisal, excluding any appreciation or depreciation in anticipation of that action unless excluding it would be inequitable, and without discounting for lack of marketability or minority status. Section 605.1061 carries the same definition across to limited liability company interests.
Shareholder buyouts
Day before filing
the date a Florida court values a petitioner’s shares in a purchase made in place of dissolution
Under section 607.1436, Florida Statutes, a corporation or one or more of its shareholders may elect to purchase all the shares owned by a petitioning shareholder, and that election may be filed with the court at any time within 90 days after the petition is filed. If the parties cannot agree on a price, the court determines the fair value of the petitioner’s shares as of the day before the date on which the petition was filed, or as of such other date as the court deems appropriate. The valuation date is therefore already in the past before the work starts.
What clients say we are known for
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
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.
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.
Business Valuation Appraisal for Charitable Donation
The team was highly knowledgeable, helpful, and efficient. I highly recommend their appraisal services, especially for private companies.
Business Valuation Appraisal for IRA Conversion
I found them professional & responsive. The report was quite thorough as well.
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.
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:
The income, market, and asset-based approaches, which professional standards from the AICPA, ASA, NACVA, and the IRS all require an analyst to consider before selecting and weighting the methods that best fit the company. Market approach work draws on private transaction databases such as DealStats and BIZCOMPS rather than generic price guides.
Only as reasonableness checks. NACVA's professional standards state that rules of thumb should not stand alone because a multiple of sales or EBITDA ignores earnings quality, growth prospects, asset mix, and risk. In tax, divorce, or shareholder disputes, a broker's rule-of-thumb figure typically fails professional and regulatory expectations.
As of a date the judge finds just and equitable under section 61.075, Florida Statutes, and in practice that usually means a date as near to trial as practicable. Florida is an equitable distribution state, so the court divides marital assets fairly rather than applying community property rules, and competing expert valuations are common.
Documented workpapers. IRS Business Valuation Guidelines (Internal Revenue Manual 4.48.4) require analysis of the company's history, industry outlook, financial condition, prior transactions, and comparable sales, with every step recorded so the conclusion can survive examination. Valuations supporting Form 706 or 709 filings are prepared to that documentation standard.
