Georgia Business Valuation

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Business valuations in Georgia 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 Georgia, including Atlanta, Savannah, and Augusta.

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

  • IRS
  • GASB
  • Georgia Courts
  • U.S. Small Business Administration
  • Chase
  • Truist
  • Bank of America

Credentialed Appraisers Serving Georgia

Between them, our business valuation appraisers hold ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, Georgia 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
What we value
Private company interestsWhole companies, partial and minority stakes, holding entities, professional practices and partnership units.
Standards
Fair market valueGift returns, estate schedules and most buyouts run on it. A statutory proceeding can call for fair value instead, which is a separate measure.
How it runs
RemoteFinancial statements, returns, the operating agreement and a call with management are all the work needs.

Atlanta Holding Companies, Savannah Practices, and Georgia Family Partnerships Are Interests We Value

AppraiseItNow appraises business interests in Georgia for gift and estate filings, charitable gifts of closely held stock, shareholder buyouts, divorce, and sales under negotiation. The work runs on the company's own records, so an engagement opens by fixing three things in writing: the standard of value, the premise, and the effective date that the filing or the proceeding sets. Nothing here turns on a visit; the statements, the returns, the agreements and a conversation with management carry the analysis.

Minority stakes

A Partial Stake Buys Less Than Its Arithmetic Suggests

A nonvoting slice of a Georgia company has no power to compel a distribution, to put the business on the market or to replace the manager running it. The operating agreement decides what the holder can actually do, and that reading comes before any adjustment is discussed.

Professional practices

Goodwill Splits Between the Practice and the Person

A dental, legal or accounting practice carries goodwill that walks out with the owner and goodwill that stays with the charts, the staff and the lease. Which half actually transfers is what a buyout turns on, and it is answered from the files rather than assumed.

An Alpharetta Gift Return and an Augusta Buyout Need Different Georgia Numbers From One Company

The same Georgia company can support several defensible figures at once, each answering to its own rule. We write the one the file names and say on the face of the report which it is, which is what lets a reviewer test every input underneath it.

Gift and estate

Transfers Priced as of the Day They Happened

A gift return and an estate schedule each fix their own date. The figure is built from the records as they stood then, from the forecasts management actually held, and not from how the year finished.

Buyouts

A Departure Priced by the Agreement First

A Georgia buyout clause often sets its own standard, its own date and its own method. Those terms are followed rather than replaced, and where they are silent the gap is named instead of filled quietly.

Donated stock

A Gift of Stock Needs the Company Behind It Measured

Shares in a closely held Georgia company carry no quoted price, so a donation figure rests on earnings, on the assets the entity holds and on what comparable transactions actually closed at, each of them cited where a reviewer can find it.

Georgia Taxes the Company's Net Worth and Audits the Books Behind the Numbers

Two Georgia rules sit directly behind a valuation here. One taxes a corporation on what its balance sheet says it is worth. The other decides how far back the county can go into the records that produced it.

Net worth tax

$100,000

is the line below which a Georgia corporation owes no net worth tax and still files

A Corporation Under That Figure Owes No Georgia Net Worth Tax and Still Files a Return

Georgia levies a net worth tax on corporations in exchange for the privilege of doing business in the state, separate from its corporate income tax. For net worth years beginning on or after January 1, 2018, a corporation whose net worth is one hundred thousand dollars or less owes nothing but must still file the return, and the tax is capped at five thousand dollars once net worth passes twenty two million. A corporation doing business in Georgia for the first time files an initial net worth return by the fifteenth day of the third calendar month after it incorporates or qualifies here, the fourth month for a C corporation in net worth years beginning on or after January 1, 2017. This is a tax that reads the balance sheet rather than the earnings, which is one more reason to keep book net worth and market value apart on paper.

Georgia Department of Revenue, Corporate Income and Net Worth Tax

Audit window

3 years

is how long Georgia counties can reach back into a business's own books

Georgia Holds a Three Year Window Open on the Figures a Business Reported

Georgia's appraisal procedures manual has county appraisal staff audit the records behind a business personal property return, and those audits may take place at any time within the three year statute of limitations, which begins on the date the property was required by law to be returned. An audit can be a desk review of records the owner submits or produces under subpoena, or a detailed review on the premises alongside a physical inspection. The documents the rule names are the documents a valuation runs on: the reporting schedules, a balance sheet showing book value as of January 1 of the year under audit, a ledger of capitalized items, and an income statement. Records kept well enough to answer that audit are usually records complete enough to value the company.

Ga. Comp. R. & Regs. 560-11-10-.08, Appraisal Procedures Manual

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 51 reviews
  2. Answering fast, and staying reachable while the work runsMentioned in 40 reviews
  3. Showing the research and the comparables behind the number“Their work was quick, thorough” Jeff H.Mentioned in 34 reviews
  4. Delivering the finished report ahead of the deadlineMentioned in 28 reviews
  5. Taking on items other appraisers had already turned downMentioned in 15 reviews

Across 100+ 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 Georgia Business Valuations

What data goes into valuing a privately held Georgia company?

Actual transaction evidence: private deal databases such as DealStats, BIZCOMPS, and IBA Market Data, guideline public company multiples, and the company's own financial history. Professional standards require considering the income, market, and asset-based approaches and documenting why any approach was rejected or given less weight.

Why can two valuations of the same business reach different numbers?

Usually because they applied different standards of value. Fair market value, investment value, and intrinsic value are defined separately in valuation standards, and using investment-value synergies in an engagement that legally requires fair market value materially misstates the result. The engagement's purpose dictates the standard, premise, and effective date.

How are business interests divided in a Georgia divorce?

Under equitable distribution (O.C.G.A. § 19-5-13), not community property rules, so the court divides the marital estate by fairness factors rather than an automatic split. Georgia courts commonly value assets as of trial unless another date is ordered, and a documented valuation with supported adjustments is what withstands cross-examination.

Are minority discounts allowed when Georgia values dissenting shares?

No. In corporate dissenters' rights cases, Georgia courts explicitly reject minority and marketability discounts when determining the fair value of shares, a sharp contrast with fair market value engagements where those discounts can be substantial. Getting the standard wrong for the forum is one of the fastest ways a Georgia valuation gets picked apart.

How does the Freeport exemption change a Georgia company's tax picture?

Dramatically for inventory-heavy businesses. Under O.C.G.A. sections 48-5-48.1 and following, counties and municipalities may, with voter approval, exempt up to 100% of qualifying business inventory such as raw materials from ad valorem tax. Whether a company's inventory qualifies affects its carrying costs and the asset picture a valuation analyzes.