New York Business Valuation

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Business valuations in New York 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 York, including New York City, Buffalo, and Albany.

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

  • IRS
  • GASB
  • New York Courts
  • U.S. Small Business Administration
  • Chase
  • M&T Bank
  • Bank of America

Credentialed Appraisers Serving New York

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

Business valuation appraisals in New York serve a wide range of financial, legal, and tax-related purposes, including charitable donations, mergers and acquisitions, gift tax reporting, and IRA conversions. New York's economy spans Wall Street finance, technology startups in Brooklyn and Manhattan, healthcare, manufacturing, and the arts, creating constant demand for credentialed, independent business appraisers who understand both federal IRS standards and the nuances of local industry. Whether you are a founder issuing stock options, a shareholder navigating a buyout, or an executive planning an estate transfer, AppraiseItNow connects you with qualified appraisers who follow IRS guidelines and Uniform Standards of Professional Appraisal Practice to produce defensible, court-ready reports.

AppraiseItNow provides both remote and onsite business valuation services throughout New York, accommodating clients from New York City to Albany, Buffalo, Rochester, and every community in between. Our appraisers can work from financial statements, ownership documents, and supporting records submitted digitally, or they can conduct onsite reviews when direct inspection of operations, assets, or facilities is warranted. We offer Fair Market Value (FMV) appraisals for various intended uses.

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

New York businesses take many forms, and our appraisers have the expertise to value a broad spectrum of entity types and ownership interests. From early-stage startups in Manhattan tech incubators to established manufacturing firms in upstate New York, we provide thorough, well-documented valuations that hold up to IRS scrutiny and legal review.

  • Privately held corporations, including S-corps and C-corps
  • Limited liability companies and multi-member LLCs
  • Partnerships and limited partnerships
  • Professional practices including medical, legal, and accounting firms
  • Fractional and minority ownership interests
  • Holding companies and family-owned businesses
  • Startups requiring 409A equity valuations for stock option issuances
  • Buy-sell agreement valuations for shareholder transitions
  • Businesses undergoing merger, acquisition, or sale
  • Distressed businesses and entities in dissolution or litigation

New York courts and the IRS both apply strict standards to business valuations, particularly in disputes, estate matters, and equity compensation reviews. Our appraisers are experienced in producing reports that meet these standards, whether the engagement involves a single-owner LLC or a complex multi-entity structure.

Who Does AppraiseItNow Serve in New York?

AppraiseItNow serves business owners, executives, attorneys, CPAs, financial advisors, estate planners, and individual shareholders across New York who need credentialed, independent business valuations for tax compliance, transactional decisions, legal proceedings, or financial planning. Whether you represent a startup issuing equity, a family business planning a succession, or a corporation navigating an M&A transaction, our appraisers are ready to deliver accurate, well-supported Fair Market Value conclusions.

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.

  • 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. , New York, NY ·

    Business Valuation Appraisal for Charitable Donation

  • I found them professional & responsive. The report was quite thorough as well.
    Daniel L. , New York City, NY ·

    Business Valuation Appraisal for Charitable Donation

  • 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

  • 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

  • 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 York Business Valuations

Does New York impose its own estate tax on business interests?

Yes. New York levies a state estate tax with its own threshold and filing requirements, distinct from the federal regime, though it has no inheritance tax. A closely held company or partnership interest in the estate must be supported at fair market value for the New York return when the estate exceeds the state threshold.

What date fixes a company's value in a New York divorce?

Usually the commencement of the action. New York's equitable distribution framework typically values marital assets, including business interests, as of the filing date, though courts may select another date when appropriate for a specific asset. The valuation date can swing the result materially for a business that has grown or declined during the case.

Can any accountant issue a business valuation for estate tax filings?

The IRS expects more than a title. Its Business Valuation Guidelines emphasize valuation-specific competence and structured procedures, and professional standards including AICPA SSVS No. 1 and USPAP Standards 9 and 10 require proper application of the income, market, and asset approaches with documented support. Submitted appraisals are evaluated against those expectations.

Can a New York estate value a business as of a date other than death?

Yes, in one case. If the estate files a federal return and elects the alternate valuation date under IRC Section 2032, New York Tax Law Section 954 requires the New York gross estate, including closely held business interests, to use the same federal valuation dates. Electing estates need appraisals that track both dates consistently, since mismatched state and federal values invite scrutiny.

Is owning a company interest itself taxed as property in New York?

No. Article XVI, Section 3 of the New York Constitution prohibits ad valorem taxation of intangible personal property, including shares of stock and partnership interests, and bars excise taxes levied solely on ownership. Only the income such property produces may be taxed, so valuations of New York business interests serve estates, transactions, and litigation rather than any annual property assessment.