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Business valuations in Montana 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 Montana, including Billings, Missoula, and Great Falls.
DEFENSIBLE, USPAP-COMPLIANT BUSINESS APPRAISAL REPORTS — QUALIFIED FOR THE IRS, MONTANA COURTS, LENDERS, INSURERS, AND MORE.
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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.
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.
Business Valuation Expert & Appraiser
Accredited Senior Appraiser with the American Society of Appraisers. Raymond values capital stock, business enterprises, stock options, and intangible assets.
Client Success Manager
Manages each engagement from the first enquiry to the delivered report, and keeps you posted at every step along the way.
American Society of AppraisersAccredited Senior Appraiser
The Appraisal FoundationAuthorized by Congress as the source of appraisal standardsAppraiseItNow provides professional business valuation appraisal services throughout Montana, supporting clients across a wide range of purposes including charitable donations, mergers and acquisitions, gift tax reporting, and IRA conversions. Montana's economy spans agriculture, energy, tourism, and emerging technology sectors, each presenting unique valuation challenges that require experienced, credentialed appraisers who understand both federal standards and local market dynamics. Whether you are navigating a corporate transaction, fulfilling an IRS requirement, or planning a significant financial event, our business valuation appraisers apply recognized methodologies to deliver accurate, well-supported conclusions.
AppraiseItNow serves Montana clients through both remote and onsite appraisal options, making it straightforward to obtain a qualified valuation regardless of your location within the state, from Billings and Bozeman to rural agricultural communities and energy-producing regions. Our appraisers are credentialed through recognized professional organizations including ISA, ASA, and AAA, ensuring the expertise required for IRS-compliant qualified appraisals under IRC Section 170 for charitable contributions and Section 2031 for estate and gift tax purposes. We offer Fair Market Value (FMV) appraisals for various intended uses.
Montana businesses span a broad range of industries and ownership structures, and our appraisers have the expertise to value them accurately across all major categories. We appraise:
Montana's commodity-driven economy means that valuations for energy, agriculture, and mining-related businesses require careful attention to volatile market conditions and income-based approaches where transactional data is limited. Our appraisers apply income, market, and asset-based methodologies as appropriate, ensuring that each valuation reflects the specific characteristics of the business and the intended purpose of the appraisal.
AppraiseItNow serves a wide range of clients throughout Montana, including business owners, attorneys, CPAs, financial advisors, estate planners, nonprofit organizations, and corporate executives who need credentialed, defensible business valuations for tax compliance, transactional planning, or legal proceedings. Whether you are a rancher in eastern Montana evaluating a succession plan or a Bozeman-based tech founder preparing for an acquisition, our team is equipped to deliver the qualified appraisal you need.
What clients say we are known for
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
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.
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.
Business Valuation Appraisal for Charitable Donation
The team was highly knowledgeable, helpful, and efficient. I highly recommend their appraisal services, especially for private companies.
Business Valuation Appraisal for IRA Conversion
I found them professional & responsive. The report was quite thorough as well.
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.
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:
No. Professional standards restrict rules of thumb to secondary reasonableness checks because they ignore earnings quality, growth prospects, and company-specific risk. A supportable value comes from the income, market, and asset-based approaches, with documented comparable transactions behind the market evidence.
Montana values taxable business equipment annually at market value using a trended percent-good cost approach, with reports due February 15, and exempts the first $100,000 of a taxpayer's aggregate class eight market value before tiered rates apply. Equipment values flowing through a business valuation should reconcile with that reporting.
Not at the state level: Montana has no estate or inheritance tax, so only federal estate tax applies, and only above the federal exclusion. A fair market valuation at the transfer date still matters for federal reporting, basis documentation, and keeping successor disputes off the table.
No. Intangible personal property is exempt from Montana property taxation, and the state defines intangibles broadly to include goodwill, contracts, software, patents, trademarks, and licenses. Any intangible value embedded in an assessment must be removed, which makes the allocation between tangible assets and intangibles a meaningful exercise for Montana operating companies.
In the taxing jurisdiction where it sits on January 1, regardless of where the owner lives or is headquartered. Section 15-8-408, MCA fixes situs on that date even if the property changes hands afterward, and most personal property is revalued annually. Equipment schedules behind a Montana business valuation should therefore be location-specific and current.
