Massachusetts Business Valuation

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Business valuations in Massachusetts 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 Massachusetts, including Boston, Worcester, and Springfield.

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

  • IRS
  • GASB
  • Massachusetts Courts
  • U.S. Small Business Administration
  • Chase
  • Eastern Bank
  • Bank of America

Credentialed Appraisers Serving Massachusetts

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

AppraiseItNow provides professional business valuation appraisal services throughout Massachusetts, 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. Massachusetts businesses operate in one of the most economically complex environments in the country, shaped by the state's single-sales-factor apportionment rules, its pass-through entity excise election, and partial decoupling from federal tax changes under the OBBBA, all of which directly affect how business interests are valued. Whether you are transferring ownership, contributing a business interest to charity, or restructuring for tax purposes, our credentialed appraisers understand the regulatory and economic landscape unique to Massachusetts.

Our appraisers work with clients across Massachusetts through both remote and onsite engagements, making it easy to obtain a thorough valuation regardless of your location or schedule. Remote appraisals are completed using financial records, tax returns, and supporting documentation submitted digitally, while onsite visits are available for businesses requiring physical inspection of assets or operations. Whether your business is headquartered in Boston's biotech corridor, a manufacturing facility in Worcester, or a professional services firm on the South Shore, our team is equipped to deliver accurate results. To learn more about our full range of business appraisal capabilities, visit our dedicated service page. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in Massachusetts?

AppraiseItNow appraises a broad spectrum of business types and ownership structures across Massachusetts, covering entities of every size and industry. Our appraisers are experienced with the income, market, and asset-based approaches required to produce credible valuations for legal, tax, and transactional purposes. Business types we appraise include:

  • Sole proprietorships and single-member LLCs
  • Multi-member LLCs and limited liability partnerships
  • S-corporations and C-corporations
  • Professional practices including medical, dental, legal, and accounting firms
  • Family-owned businesses and closely held companies
  • Manufacturing and industrial operations
  • Technology, biotech, and life sciences companies
  • Retail, hospitality, and food service businesses
  • Real estate holding companies and investment entities
  • Nonprofit organizations requiring valuation for transactional or compliance purposes

For more narrowly defined engagements, our appraisers are also experienced in valuing fractional ownership interests, minority stakes, and controlling interests where discounts for lack of control or lack of marketability may apply under IRS standards for federal tax and estate matters. In Massachusetts divorce proceedings, our appraisers are familiar with the Fair Value to the Holder standard established in cases such as Bernier v. Bernier, which governs how business interests are assessed in Probate and Family Court without applying private market transaction discounts.

Who Does AppraiseItNow Serve in Massachusetts?

AppraiseItNow serves a wide range of clients throughout Massachusetts, including individual business owners, attorneys, CPAs, financial advisors, estate planners, corporate executives, and nonprofit administrators who need reliable business valuations for tax compliance, legal proceedings, or strategic transactions. Whether you are navigating a complex M&A deal in Boston, planning a charitable gift of a business interest, or preparing for an IRS audit, our appraisers provide the documentation and expertise you need.

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 Massachusetts Business Valuations

What must a credible business valuation report state?

The standard of value, the premise of value, the effective date, the exact interest being valued, and every key assumption and information source. Professional standards from USPAP, the AICPA, ASA, and NACVA all require these elements, and their absence is the fastest way for a report to fail scrutiny.

Why can a strategic buyer's offer exceed a Massachusetts company's fair market value?

No. Fair market value assumes a hypothetical willing buyer and seller with no compulsion, while investment value reflects what a particular buyer would pay including synergies. Conflating the two is a frequent owner error, and the right basis depends on why the valuation is being prepared.

Does the Massachusetts estate tax reach closely held businesses?

Yes. Business interests are part of the gross estate, and Massachusetts imposes its estate tax once the gross estate exceeds $2 million, well below the federal threshold. Many owners whose estates would owe nothing federally still need a defensible business valuation for the Massachusetts filing.

How do Massachusetts courts treat a business in divorce?

Under equitable distribution: the business interest is valued and divided fairly based on statutory factors, not split mechanically in half. Courts frequently value marital assets at current fair market value near the time of trial, so the valuation date should be chosen with counsel and stated in the report.