New Mexico Business Valuation

5.0from 80+ client reviews

Business valuations in New Mexico 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 New Mexico, including Albuquerque, Santa Fe, and Las Cruces.

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

  • IRS
  • GASB
  • New Mexico Courts
  • U.S. Small Business Administration
  • Chase
  • WaFd Bank
  • Bank of America

Credentialed Appraisers Serving New Mexico

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

AppraiseItNow provides professional business valuation appraisal services throughout New Mexico, supporting clients across a wide range of purposes including charitable donations, mergers and acquisitions, gift tax compliance, and IRA conversions. New Mexico's economy spans energy production, tourism, agriculture, and a growing bioscience sector, meaning business valuations here must account for industry-specific factors, intangible assets like goodwill and customer lists, and the unique market dynamics of both urban centers like Albuquerque and Santa Fe and rural communities across the state. Our credentialed appraisers apply income, market, and asset-based approaches to deliver accurate, well-supported valuations that meet IRS standards, including Revenue Ruling 59-60 for fair market value determinations.

Whether you need an in-person review of business assets or a fully remote appraisal process, AppraiseItNow accommodates both onsite and online engagements across New Mexico. Our appraisers hold recognized credentials including ABV, CVA, ASA, and CBA designations, ensuring every report can withstand scrutiny from the IRS, courts, and financial institutions. Learn more about our full range of business valuation appraisal services and how we tailor each engagement to the specific purpose and industry context of your business. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in New Mexico?

AppraiseItNow appraises a broad spectrum of business types and ownership interests across New Mexico, covering entities of all sizes and structures. Our appraisers are experienced with businesses in the state's key industries, from oil and gas operations in the Permian Basin to hospitality and arts-related enterprises in Santa Fe and Taos. Business types and interests we commonly appraise include:

  • Sole proprietorships and single-owner businesses
  • Limited liability companies (LLCs) and multi-member LLCs
  • S-corporations and C-corporations
  • Partnerships and limited partnerships
  • Fractional and minority ownership interests
  • Professional practices including medical, legal, and accounting firms
  • Retail, restaurant, and hospitality businesses
  • Energy sector businesses including oil, gas, and renewable energy companies
  • Agricultural operations and rural enterprises
  • Startups and early-stage companies with intangible-heavy valuations

For more narrowly scoped engagements, we also appraise specific business assets such as goodwill, customer lists, patents, and proprietary processes that may not appear on a company's balance sheet but carry significant value. These intangible asset valuations are especially relevant for gift tax filings, IRA conversions, and M&A due diligence in New Mexico's knowledge-driven and energy sectors.

Who Does AppraiseItNow Serve in New Mexico?

AppraiseItNow serves business owners, CPAs, estate attorneys, financial advisors, and individual investors throughout New Mexico who need credentialed, IRS-compliant business valuations for tax planning, transactional, or legal purposes. Whether you are a small business owner in Albuquerque preparing for a sale, an estate attorney in Santa Fe managing a probate matter, or an energy company in Hobbs navigating an acquisition, our team is equipped to deliver the accurate, defensible valuations your situation requires.

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 New Mexico Business Valuations

How is a community-owned business divided in a New Mexico divorce?

Equitably, as community property. New Mexico classifies most property acquired during marriage as community property, but courts divide it in a manner that is equitable under the circumstances rather than forcing a strict item-by-item 50/50 split. A valuation report supports that allocation by establishing what the business interest is actually worth.

Can I value my New Mexico company with an industry multiple alone?

No. Professional standards restrict rules of thumb to secondary reasonableness checks because they ignore earnings quality, growth prospects, asset mix, and company-specific risk. A supportable conclusion analyzes the actual financial statements, industry conditions, and comparable transactions rather than applying a generic multiple to revenue.

What factors drive a closely held company's value beyond profits?

The company's history and outlook, financial condition, dividend-paying capacity, goodwill and intangibles, prior sales of the interest, and comparable company transactions. IRS Business Valuation Guidelines require appraisers to analyze and document each of these in workpapers, which is why two businesses with identical earnings can merit very different values.

Does selling a New Mexico business earn a state tax break?

Starting with 2025 tax years, yes: New Mexico allows a special deduction of up to 40% of $1 million of gain from the sale of a New Mexico business, on top of an increased general net capital gain deduction. The provision makes documented valuation and allocation work directly relevant to how much of a sale price escapes state income tax.

How does New Mexico law classify an LLC membership interest?

As personal property. The Limited Liability Company Act, Section 53-19-31, defines a membership interest to include both the economic right to distributions and the governance rights to participate in management. The two components can be valued and transferred differently, which shapes how LLC stakes are appraised and divided in New Mexico probate and divorce.