Louisiana Business Valuation

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Louisiana 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, professional practices, and franchises across Louisiana, including New Orleans, Baton Rouge, and Shreveport.

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

  • IRS
  • GASB
  • Louisiana Courts
  • U.S. Small Business Administration
  • Chase
  • Hancock Whitney
  • Bank of America

Credentialed Appraisers Serving Louisiana

Between them, our business valuation appraisers hold ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, Louisiana 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
Closely held companiesFamily corporations, partnerships and LLCs, professional practices, contractors, and single location franchise operations.
Standards
Set by the filingA gift or estate return asks for fair market value. A buyout under the corporation law asks for fair value, which is a different number. A partition asks what the community holds.
How it runs
From the recordReturns, financial statements, the shareholder or operating agreement and the ownership history are what the analysis is built from, and gaps in them are reported rather than estimated around.

Bossier City Contractors, West Monroe Clinics, and Family Corporations Across Louisiana Are Companies We Value

AppraiseItNow appraises closely held businesses in Louisiana for charitable gifts, gift and estate tax returns, successions, community property partitions, shareholder buyouts, and sales between owners. Machinery, rolling stock and shop equipment sitting inside the balance sheet are valued as their own exercise, which is what our Louisiana equipment appraisals cover, and the business conclusion draws on that work instead of guessing at it.

Family companies

A Family Company Is Valued on What It Earns, Not What It Owns

Unless the assets are the business, earnings carry the conclusion: what the company actually produces for its owners once compensation is reset to a market rate and one time items are taken back out.

Professional practices

A Practice Without Its Owner Is a Different Business

Where the clients belong to one person, the question is how much of the earnings would survive that person walking out. Louisiana answers part of that by statute in a partition, and the rest is an appraisal question.

Partial interests

A Part Interest Carries the Agreement It Came With

What a fractional owner may do with the interest, what has actually been distributed over the years, and who decides both of those are what separate a part interest from a share of the whole.

Every Louisiana Company We Value Is Priced From Its Own Record, in Gretna as in Prairieville

Louisiana files almost always arrive with a date attached, and the date is rarely today. A succession needs the value on the day of death. A partition needs it as of the day the statute fixes. A gift return needs it on the day the interest moved. That date is settled first, because it decides which statements, which backlog and which market conditions the conclusion gets built from.

Successions

A Succession Values the Business on the Day of Death

Statements that close weeks later are evidence, not the answer. The report is dated to the day the succession has to report, and says what was knowable about the company on that day.

Gifts and sales

A Transfer Is Valued on the Day It Happened

A gift of an interest, a buy sell triggered by a death, and a sale between family members each fix their own date. Pricing one of them on a later day is an easy way to have the report questioned.

Louisiana Writes Two Different Definitions of Value for a Company, One for a Partition and One for a Buyout

Two statutes do more to a Louisiana business appraisal than any tax rule in the state. One takes something out of the value when a community is divided. The other puts something back in when a shareholder is bought out.

Partitions

Personal goodwill

comes out of a Louisiana partition valuation, while the goodwill that belongs to the business stays in

Louisiana Splits a Company’s Goodwill in Two Before It Divides the Community

R.S. 9:2801.2 is short and decisive. "In a proceeding to partition the community, the court may include, in the valuation of any community-owned corporate, commercial, or professional business, the goodwill of the business. However, that portion of the goodwill attributable to any personal quality of the spouse awarded the business shall not be included in the valuation of a business." The appraisal work that follows is finding where one ends and the other begins: how much of what the business earns is tied to the person keeping it, through their own relationships, reputation and skill, and how much would survive their departure in the name, the location, the staff and the recurring customers. A valuation prepared for a Louisiana partition has to answer that split on the page rather than report one goodwill figure and leave it there.

Louisiana State Legislature, R.S. 9:2801.2

Buyouts

No discount

for lack of marketability or minority status belongs in fair value under the Louisiana corporation law

Louisiana Fair Value Is Not Fair Market Value, and the Discounts Are the Difference

R.S. 12:1-1301 defines fair value, the standard in an appraisal right, as the value of the corporation's shares "determined immediately before the effectuation of the corporate action to which the shareholder objects," reached "using customary and current valuation concepts and techniques generally employed for similar businesses in the context of the transaction requiring appraisal," and "without discounting for lack of marketability or minority status," with a narrow exception for certain amendments to the articles. The same definition governs an oppressed shareholder who withdraws under R.S. 12:1-1435, where the value is set as of the effective date of the withdrawal notice. A gift or estate appraisal of that identical block, written to fair market value, can therefore reach a materially different number, and the engagement has to name which standard it is answering before anyone relies on it.

Louisiana State Legislature, R.S. 12:1-1301

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 Louisiana Business Valuations

What goes into valuing a Louisiana business?

A professional valuation considers the income, market, and asset-based approaches, then applies the ones that best fit the company. Standards from the AICPA, ASA, NACVA, and the IRS all expect each approach to be at least considered, and a credible report documents why any approach was set aside rather than silently ignoring it.

What sales data supports a Louisiana business valuation?

Private transaction databases such as DealStats, BIZCOMPS, IBA Market Data, and GF Data, plus guideline public company evidence from SEC filings. These sources record what real buyers paid for comparable companies, which is far stronger support than generalized industry chatter.

Will Louisiana tax my business when it passes to heirs?

No. Louisiana imposes no state estate or inheritance tax, so a business interest transferring at death faces only federal estate tax, and only above the federal exclusion. A defensible fair market value appraisal still matters for federal reporting and for establishing basis for the heirs.

Can I rely on an industry rule of thumb to price my company?

Not on its own. Professional standards treat rules of thumb strictly as secondary reasonableness checks because they ignore company-specific earnings quality, growth prospects, and risk. Two Louisiana businesses with identical revenue can deserve very different values once those factors are analyzed.