California Business Valuation

5.0from 80+ client reviews

California business appraisers providing valuations 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 California, including Los Angeles, San Francisco, and San Diego.

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

  • IRS
  • GASB
  • California Courts
  • U.S. Small Business Administration
  • Chase
  • U.S. Bancorp
  • Bank of America

Credentialed Appraisers Serving California

Between them, our business valuation appraisers hold ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, California 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

About Business Valuation Appraisals in California

AppraiseItNow provides independent, USPAP-compliant business valuation appraisals throughout California for a focused range of tax, legal, and financial reporting purposes, including charitable donations of equity interests, mergers and acquisitions, gift tax transfers, and IRA conversions. California's large and diverse economy, spanning technology in the San Francisco Bay Area, entertainment and professional services in Los Angeles, and manufacturing and distribution statewide, creates substantial demand for credible, well-documented valuations that hold up to IRS scrutiny, court review, and counterparty challenge. Our business valuation engagements cover fair market value determinations for closely held companies, ownership interests, and investment entities across a wide variety of industries and structures.

Because business valuation is primarily an analytical discipline, most engagements are completed remotely using financial statements, tax returns, operating agreements, and other documentation provided by the client or their advisors. Onsite visits may be warranted for asset-intensive businesses or when physical inspection of operations supports the valuation conclusion, particularly for companies with significant tangible assets in regions like Fresno, Bakersfield, or the Inland Empire. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in California?

California businesses span an exceptionally wide range of industries, ownership structures, and interest categories, and our appraisal engagements are scoped to the specific legal and economic characteristics of each interest being valued. We appraise:

  • Closely held operating companies in technology, entertainment, professional services, manufacturing, and distribution
  • Minority and non-controlling equity interests in LLCs, S-Corps, and C-Corps
  • Limited partnership interests and fractional membership interests
  • Real estate holding companies and property-owning entities common throughout California's active commercial real estate market
  • Family limited partnerships and family investment vehicles used in estate planning
  • Private equity fund interests and debt fund positions
  • Multi-entity organizational structures with complex capital arrangements
  • 409A common stock valuations for startup and growth-stage companies, particularly in the Bay Area and Los Angeles tech corridors
  • Interests subject to marketability or control discounts
  • Business interests involved in marital dissolution, shareholder disputes, probate, or litigation in high-volume California courts

California's litigation-heavy environment, high rate of closely held business formation, and concentration of high-value industries make thorough documentation of operating agreements, buy-sell contracts, and customer lists especially important in valuation engagements here. Appraisals prepared for IRS purposes must meet qualified appraisal standards, including preparation by a qualified appraiser under USPAP with documented methodology and factual support. Each engagement is structured to withstand review by the IRS, opposing counsel, or a California court.

Who Does AppraiseItNow Serve in California?

AppraiseItNow serves estate attorneys, CPAs, financial planners, corporate counsel, and business owners throughout California who require credible, independent valuation support for tax filings, transactions, and legal proceedings. We also work directly with family members navigating estate or divorce matters, fiduciaries managing trust assets, and individual investors who need a qualified opinion of fair market value.

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., San Clemente, CA ·

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 California Business Valuations

How is a business divided in a California divorce?

As community property, divided equally to the extent it was built during the marriage. California has no single statutory valuation date; courts commonly value at the date of separation or the date of trial depending on the asset, and for owner-operated businesses that choice can swing the outcome, so it should be settled early.

What must a credible business valuation disclose?

The standard of value, premise of value, effective date, exact interest appraised, key assumptions, and all information sources, reconciled into one conclusion. Standards require enough disclosure that a reader could replicate the analysis, which is the benchmark reviewers and opposing experts apply.

Where does guideline transaction data come from?

Databases of real deals: DealStats (formerly Pratt's Stats), BIZCOMPS, IBA Market Data, and GF Data, plus public company evidence from SEC filings. They provide actual prices, terms, and multiples that anchor the market approach.

Does California impose its own estate tax on a business?

No. California has no state estate or inheritance tax, so a business interest passing at death is valued for probate inventory and federal estate tax purposes only, at fair market value as of the date of death.