Connecticut Business Valuation

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Business valuations in Connecticut for donations, M&A, gift tax, and IRA conversion, prepared in accordance with USPAP and IRS requirements. AppraiseItNow appraises small businesses, partnerships, corporations, professional practices, and franchises across Connecticut, including Bridgeport, Hartford, and New Haven.

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

  • IRS
  • GASB
  • Connecticut Courts
  • U.S. Small Business Administration
  • Chase
  • Webster Bank
  • Bank of America

Credentialed Appraisers Serving Connecticut

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

AppraiseItNow provides professional business valuation appraisal services throughout Connecticut, serving clients who need accurate, defensible valuations for a wide range of purposes including charitable donations, mergers and acquisitions, gift tax reporting, and IRA conversions. Connecticut's economy spans financial services, aerospace, defense, bioscience, and advanced manufacturing, creating consistent demand for credentialed business appraisers who understand both federal IRS requirements and the nuances of valuing privately held companies in this market. Whether you operate an LLC in Hartford, a family-owned manufacturer near Groton, or a professional services firm in Stamford, our appraisers deliver rigorous, well-documented valuations that hold up to IRS scrutiny and third-party review.

Our Connecticut appraisal services are available both remotely and onsite, giving business owners and their advisors the flexibility to choose the format that best fits their timeline and needs. Remote appraisals are completed efficiently using financial records, tax returns, and supporting documentation submitted digitally, while onsite engagements allow our appraisers to conduct thorough reviews of operations, assets, and facilities when the situation calls for it. Learn more about our full business appraisal capabilities and how we approach each engagement with a methodology tailored to the specific purpose and entity type. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in Connecticut?

AppraiseItNow appraises a broad range of business types and ownership interests across Connecticut, applying recognized valuation methodologies including the income approach, market approach, and asset-based approach depending on the entity and purpose. Our appraisers evaluate businesses of all sizes, from sole proprietorships to multi-entity corporate structures, with particular attention to the specific standard of value and intended use required by the client or governing authority.

Business types and interests we appraise include:

  • Privately held corporations, including S-corps and C-corps
  • Limited liability companies (LLCs) and multi-member LLCs
  • Partnerships and limited partnerships
  • Professional practices including medical, dental, legal, and accounting firms
  • Family-owned businesses and closely held companies
  • Fractional and minority ownership interests
  • Holding companies and investment entities
  • Manufacturing, distribution, and industrial businesses
  • Technology, bioscience, and defense-sector companies
  • Retail, hospitality, and service-based businesses

For donation purposes, our appraisals satisfy IRS requirements for non-cash contributions over $5,000 as outlined on Form 8283, and all work is conducted in compliance with USPAP standards. For M&A transactions, gift tax filings, and IRA conversions, we provide the documentation and methodology transparency that financial advisors, attorneys, and tax professionals require to move forward with confidence.

Who Does AppraiseItNow Serve in Connecticut?

AppraiseItNow serves a wide range of clients across Connecticut, including business owners, estate attorneys, CPAs, financial advisors, trustees, and individual shareholders who need credentialed, court-defensible business valuations for tax reporting, transactional, or planning purposes. Whether you are navigating a complex M&A deal in Stamford, completing a gift tax filing in New Haven, or converting a business interest as part of an IRA strategy in Hartford, our appraisers are equipped to deliver the accurate, well-supported valuations your situation demands.

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. ·

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 Connecticut Business Valuations

Where do the comparables in a Connecticut business valuation come from?

From private transaction databases such as DealStats, BIZCOMPS, IBA Market Data, and GF Data, plus guideline public company data built from SEC filings. These sources document what buyers actually paid for comparable companies, which is far stronger evidence than generalized industry price talk.

Which standard of value applies to my business appraisal?

It depends on the purpose, and assuming they are interchangeable is a costly error. Fair market value assumes a willing buyer and seller under no compulsion, investment value reflects worth to a specific buyer including synergies, and intrinsic value reflects fundamentals. A credible report states the standard, premise, and effective date up front.

How does a Connecticut divorce treat a closely held business?

As marital property subject to equitable distribution: the court divides assets based on fairness rather than automatic equal ownership, and typically values them as of a date near trial or dissolution. Valuations for these cases must document how financials, comparables, and any discounts led to the conclusion.

Does Connecticut tax business inventory as personal property?

No. Inventories of manufacturing businesses, including raw materials and parts held for production, and goods of wholesale and retail businesses are exempt under CGS section 12-81, while the machinery, fixtures, and equipment a company uses remain taxable. Sorting which assets fall on which side of that line is part of understanding a Connecticut company's true cost structure.

Are Connecticut personal property declarations open to public inspection?

No. Commercial and financial information in a personal property declaration is confidential under CGS section 12-41(c), though it may be shared with municipal officers for tax collection. That confidentiality means buyers and litigants usually cannot pull a target company's declared asset detail from town records and need independent valuation work instead.