Appraisal for Investment Purposes

5.0from 80+ client reviews

Appraisal for investment purposes, covering fine art, collectibles, equipment, and business interests, prepared in accordance with USPAP. AppraiseItNow values acquisition targets, portfolio assets, and collections so purchase and sale decisions rest on defensible numbers.

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DEFENSIBLE, USPAP-COMPLIANT APPRAISAL REPORTS โ€” QUALIFIED FOR THE IRS, CPAS, AND FINANCIAL ADVISORS.

  • IRS
  • Chase
  • State Farm
  • Bank of America
  • Habitat for Humanity
  • United States Courts
  • Wells Fargo

The team behind your fair market value appraisal

Between them, our appraisers hold ISA, CAGA, ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, CPAs, and financial advisors.

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.

Anne Hay

Anne Hay

Personal Property Appraiser

ISA Accredited Member with 30 years in the trade, from running estate sales and an auction gallery to appraising luxury apparel, furniture, artwork, antiques, and business assets, primarily for IRS tax filings.

Jason Dolph

Jason Dolph

Machinery & Equipment Appraiser

Third-generation auctioneer and CAGA Certified Appraiser with more than 20 years valuing machinery, equipment, vehicles, business assets, and estates for banks, attorneys, and trustees across the Carolinas.

Ashley Innes

Ashley Innes

Personal Property Appraiser

ISA Accredited Member specializing in Asian art, with a Master's from SOAS and a Postgraduate Diploma in Asian Art. Ashley chairs the ISA's Antiques, Furnishings, and Decorative Arts committee and appraises for charitable donation, insurance, and equitable distribution.

Marnie Erkelens

Marnie Erkelens

Vehicle Appraiser

CAGA Certified Appraiser since 2014, covering vehicles, boats, equipment, fine art, and collectibles. A classic-car restoration background informs her vehicle work, with reports prepared for insurance, divorce, and charitable contributions.

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
  • Fair market valueThe IRS definition of value a buyer, seller, CPA, or advisor can rely on
  • International Society of AppraisersAccredited Member
  • Certified Appraisers Guild of AmericaCertified Appraiser
  • 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

About AppraiseItNow's Investment Appraisal Services

Investment appraisals establish the fair market value of non-publicly traded assets for tax compliance, portfolio management, and regulatory reporting. Private foundations must value qualifying assets annually for minimum investment return calculations under IRC Section 4942, reported on Form 990-PF. Independent appraisals can satisfy this requirement for up to five years when completed by a qualified, non-disqualified appraiser using methods consistent with federal estate tax standards. USPAP compliance is essential for audit defense across 1031 exchanges, foundation filings, and other investment-related contexts.

AppraiseItNow delivers investment appraisals online and onsite across the United States, covering personal property, equipment and machinery, artwork, business interests, boats, automobiles, and inventory. Our mission is to deliver defensible, USPAP-compliant valuations with exceptional speed, professionalism, and client service.

What Does AppraiseItNow Appraise for Investment?

AppraiseItNow covers every major asset class that commonly requires valuation for investment compliance, portfolio documentation, and tax reporting, including:

  • Personal Property – jewelry, antiques, furniture, coins, collectibles, and household goods
  • Equipment & Machinery – medical equipment, restaurant equipment, manufacturing machinery, and technology assets
  • Fine Art – paintings, prints, sculpture, photography, and mixed media
  • Business Interests – LLCs, S-corps, partnerships, fractional interests, and privately held stock
  • Boats & Watercraft – sailboats, powerboats, yachts, jet skis, and personal watercraft
  • Automobiles & Vehicles – cars, trucks, motorcycles, RVs, trailers, and classic vehicles
  • Inventory – retail inventory, wholesale stock, raw materials, and finished goods

Who Does AppraiseItNow Serve?

  • Private foundations needing annual or five-year asset valuations for Form 990-PF minimum investment return compliance
  • Individual investors and family offices requiring documented fair market value for non-publicly traded holdings
  • Tax attorneys and CPAs supporting clients through 1031 exchanges, IRC 482 controlled transfers, or investment return audits
  • Portfolio managers and fund administrators tracking the value of illiquid assets including machinery, collectibles, and business interests
  • Trustees and fiduciaries responsible for maintaining accurate, defensible records of investment assets held in trust or foundation structures

What clients say we are known for

AppraiseItNow Reviews: โ€œthe company exceeded all of my expectationsโ€ and โ€œAppraiseItNow, Inc. was professional in every wayโ€

  1. Being the appraiser they come back toโ€œI highly recommend their servicesโ€ Nicholas F.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 numberโ€œThey were prompt, thoroughโ€ Nicholas F.Mentioned in 29 reviews
  4. Taking on items other appraisers had already turned downMentioned in 14 reviews
  5. Delivering the finished report ahead of the deadlineMentioned in 21 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.

  • I was skeptical at first, but the company exceeded all of my expectations. The team responded quickly to every question, and the service was excellent. Theyโ€™re now my go to source for my collection. Iโ€™ve used them twice already, and I plan to use them several more times.
    Robert Y. , Concord, NH ยท

    Firearms Appraisal for Personal Use

  • Joe and his team were highly responsive and provided strong, well-supported comparisons to justify their appraisal values. The process of uploading photos was smooth and straightforward. We would definitely work with him again for future appraisal needs.
    Hugh W. , Cranberry, PA ยท

    Antiques Appraisal for Personal Use

  • Extremely communicative, didnโ€™t have to jump through hoops, loved their system and how easy it was to give them all the information. Highly recommend going with these guys, shout out to Joe too for being awesome to work with!
    Brendan C., Joliet, IL ยท

    Trailer Appraisal for Personal Use

  • AppraiseItNow, Inc. was professional in every way. They were prompt, thorough, and provided impressive credentials that demonstrated their expertise. I highly recommend their services.
    Nicholas F. , Varysburg, NY ยท

    Antiques Appraisal for Personal Use

  • The staff at AppraiseItNow was exceptionally professional and attentive, ensuring a comfortable experience throughout the entire appraisal process.
    Tabatha C., Prosper, TX ยท

    Sports Memorabilia Appraisal for Personal Use

  • AppraiseItNow did an outstanding job appraising my 1998 Bobcat Skid Steer and circa 2010 Yuchai Crawler Dozer. We could not locate a serial number on the dozer, and there were no online sales available, but they were still able to develop an accurate appraisal using known specifications for my dozer compared to other comparable make and model dozers. They diligently researched both equipment items and provided well-documented reports.
    Bob H. , Dallas, TX ยท

    Machinery & Equipment Appraisal

Appraisals for Investment, Near You

AppraiseItNow offers online appraisals and onsite appraisals in all 50 states.

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Frequently Asked Questions on Investment Appraisals

How does the 5-year independent appraisal option work for private foundations?

A 5-year independent appraisal allows a private foundation to use a single certified valuation for up to five years rather than obtaining annual appraisals, provided the appraisal is performed by a qualified, non-disqualified independent appraiser using methods consistent with federal estate tax standards. The IRS will not disturb a properly executed 5-year appraisal mid-period, even if market conditions change, offering both compliance certainty and cost savings.

Can employee valuations be used for non-real estate assets in a private foundation?

Employee valuations are prepared to meet the requirements of the IRS if deemed reasonable, but they carry meaningful audit risk and are subject to IRS challenge. Independent appraisals provide stronger protection, particularly for high-value or complex assets such as business interests, machinery, or collectibles.

What documentation must be retained for investment appraisals used in Form 990-PF filings?

Retain the complete appraisal report along with a signed statement affirming the appraiser's qualifications, methodology, and reasonable basis for the valuation conclusion. This documentation should be maintained in foundation records and filed with the annual Form 990-PF to support the minimum investment return calculation and provide audit defense.

Are there IRS dollar thresholds that trigger the need for investment appraisals in private foundations?

No specific dollar thresholds automatically trigger the requirement. Under IRC Section 4942, all non-cash, non-stock assets in a private foundation must be valued annually unless a 5-year certified appraisal is in place, making the trigger compliance-based rather than amount-based.

How do control issues and intangible economic benefits affect appraisal validity?

Ignoring control issues, such as ownership percentages in unlisted securities, or failing to document measurable economic benefits for intangibles like patents or customer relationships can render an appraisal vulnerable to IRS challenge. Intangibles must be legally transferable and generate identifiable economic benefits; appraisals lacking this analysis risk disqualification, which can trigger excise taxes or correction requirements for the foundation.

What appraisal methods are acceptable for intangibles and business interests under IRC 482?

Acceptable methods include the cost approach (reproduction cost minus depreciation), the income approach (capitalization of earnings or royalty rates), and the market approach (comparable license or transfer pricing data). For IRC 482 controlled transfers, appraisals must be consistent with arm's-length pricing principles and supported by documented market outlook, control factors, and identification of economic benefits specific to the intangible asset.