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Business valuations in Texas 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 Texas, including Houston, Dallas, and San Antonio.
DEFENSIBLE, USPAP-COMPLIANT BUSINESS APPRAISAL REPORTS — QUALIFIED FOR THE IRS, TEXAS 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 appraises closely held Texas companies, and the interests in them, for gift and estate reporting, charitable donations, shareholder and partner buyouts, and self-directed IRA conversions. The intended use picks the standard of value, and the standard picks the method.
Gift and estate reporting
An interest is reported at what it was worth on the day it moved, not at what it is worth now. We work from the statements, returns and agreements that existed on that date, which is what keeps a Form 709 or Form 706 figure standing years later.
Buyouts and dissent
A dissenting or departing owner is owed fair value, and Texas sets the terms on which that is computed rather than leaving them to the parties. We prepare the valuation the proceeding runs on.
Retirement accounts
An account that owns part of a company reports that holding at fair market value, and a conversion is taxed on its value the day it happens. We value the interest the account holds, which is rarely the sum of what the entity owns.
Three approaches are on the table for any Texas company, and the records decide which of them carry weight: what the business earns, what comparable businesses have changed hands for, and what the assets are worth standing alone.
Income approach
Normalized earnings, owner compensation reset to market, working capital, and the risk a buyer would price into a company of that size and sector. Where earnings lean on one customer or one lease, that belongs in the rate rather than in a footnote.
Market approach
Closed transactions for businesses of comparable size and industry, adjusted rather than averaged, and set aside where the comparable set is too thin to carry a conclusion.
Asset approach
Holding entities, real estate companies and equipment heavy operations are often read from the balance sheet instead of an earnings stream, and the report states which reading it relied on and why. Where the value sits in machinery or real estate, those assets are valued on their own terms first.
An owner who votes against a merger or a sale and asks to be paid out instead enters a statutory process with its own valuation rules. Three of them bind the number.
Deadline
20 days
to deliver the written demand, and it has to carry the owner's own estimate of fair value
The owner has until the twentieth day after the company sends notice that the action took effect to deliver a written demand for payment, and that demand must state the number and class of interests held and the owner's own estimate of their fair value. The company then has twenty days to accept that figure, or to reject it and give an estimate of its own with an offer attached.
Both sides are on record with a number early, which is the point at which an independent valuation is worth more than a position.
Valuation date
The day before
the action being appraised is the date fair value is measured on, with the deal's own effect stripped out
Fair value is the value of the ownership interest on the date preceding the date of the action that is the subject of the appraisal. Any appreciation or depreciation occurring in anticipation of the proposed action, or as a result of it, must be specifically excluded from the computation.
That makes the assignment a retrospective one, and it rules out the simplest shortcut of all: the price the deal itself put on the company.
The standard
Going concern
with no control premium, no minority ownership discount and no discount for lack of marketability
The same section directs that value be computed with the entity considered as a going concern, without a control premium, a minority ownership discount, or a discount for lack of marketability. Relative rights and preferences between classes of interests still count, apart from voting rights.
It also closes the door on reuse: a fair value reached in that proceeding may not be used to value the same interest for another purpose. A gift return or a buy sell agreement needs its own opinion, on its own standard.
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:
Texas divides the community estate in a just and right manner, not an automatic 50/50 split, and courts generally value the business as of the time of trial unless circumstances justify another date. Characterization matters too: an interest acquired during marriage is presumptively community property, so the valuation and the classification analysis travel together.
No. Texas repealed its estate tax regime and imposes no inheritance tax, so estate tax exposure is federal only. A valuation is still needed when a business interest passes at death: the Texas probate inventory reports fair market value as of the date of death and must classify the interest as separate or community property.
All three must be considered, but not necessarily applied. IRS guidelines and professional standards direct appraisers to weigh the income, market, and asset-based approaches, use those that best fit the company, and document why any approach was set aside. Reports that skip that reconciliation are a common deficiency flagged in reviews.
Yes. Under Texas Estates Code Chapter 309, the court may for good cause appoint one to three disinterested county residents to appraise estate property, including business interests, with compensation paid from the estate. The statutory minimum fee is just $5 per day of service, a relic that explains why most estates instead engage a qualified independent business appraiser and file that appraisement with the inventory.
