North Carolina Business Valuation

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Business valuations in North Carolina for donations, M&A, gift tax, and IRA conversion, prepared in accordance with USPAP and IRS requirements. AppraiseItNow appraises small businesses, corporations, partnerships, franchises, and professional practices across North Carolina, including Charlotte, Raleigh, and Greensboro.

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

  • IRS
  • GASB
  • North Carolina Courts
  • U.S. Small Business Administration
  • Chase
  • Truist
  • Bank of America

Credentialed Appraisers Serving North Carolina

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

AppraiseItNow provides professional business valuation appraisal services throughout North Carolina, 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. North Carolina's diverse economy, spanning the Research Triangle's technology and biotech sectors, Charlotte's financial services industry, and the state's extensive manufacturing base, creates complex valuation needs that require experienced appraisers familiar with both national standards and local market conditions. Whether you are navigating an M&A transaction, structuring a charitable contribution, or planning a tax-efficient asset transfer, our credentialed appraisers apply rigorous methodology to every engagement.

Our business valuation appraisals are available both remotely and onsite across North Carolina, giving clients in Charlotte, Raleigh, Durham, Greensboro, Asheville, and beyond convenient access to professional services without sacrificing quality or compliance. Remote appraisals allow for efficient turnaround on engagements where documentation and financial records can be reviewed digitally, while onsite visits are available for situations requiring direct inspection of tangible assets, operations, or facilities. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in North Carolina?

AppraiseItNow appraises a broad range of business interests and enterprise types across North Carolina, applying income, market, and cost approaches as appropriate to each engagement. Our appraisers have experience with businesses of varying size, structure, and industry, ensuring that each valuation reflects the specific characteristics of the subject entity and its market environment. Business types we appraise include:

  • Privately held corporations, including S-corps and C-corps
  • Limited liability companies (LLCs) and multi-member partnerships
  • Sole proprietorships and professional practices
  • Fractional and minority ownership interests
  • Technology and biotech companies in the Research Triangle
  • Manufacturing and industrial operations
  • Retail and service businesses
  • Healthcare and medical practices
  • Financial services firms
  • Family-owned businesses undergoing succession or transfer

For more narrowly focused engagements, our appraisers can also value specific business assets such as intellectual property, customer lists, and non-compete agreements when these components are relevant to the overall enterprise valuation. North Carolina's expanded Business Court rules, effective December 1, 2025, have increased demand for defensible valuations in high-value commercial litigation, and our reports are prepared to withstand scrutiny in legal and regulatory proceedings.

Who Does AppraiseItNow Serve in North Carolina?

AppraiseItNow serves a wide range of clients across North Carolina, including business owners, attorneys, CPAs, financial advisors, estate planners, nonprofit organizations, and corporate transaction teams who require credentialed, USPAP-compliant business valuations for tax reporting, strategic planning, legal proceedings, or regulatory compliance. Whether you represent a startup in Durham's innovation district or a multi-generational manufacturing firm in the Piedmont, our appraisers are equipped to deliver accurate, well-documented valuations tailored to your specific purpose and timeline.

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 North Carolina Business Valuations

Why does the separation date matter when valuing a North Carolina business in divorce?

Because it is the default valuation date. North Carolina's equitable distribution statute directs courts to value marital property as of the date of separation unless another date is ordered, so a company interest is generally appraised as of separation rather than trial. Growth or decline after separation may be treated differently, which makes the date pivotal.

What documentation defends a business value in a dispute?

Workpapers that trace the conclusion. In litigation and shareholder matters, the file must show how historical and projected financials, discounts and premiums, and comparable transactions produced the final number, consistent with IRS Business Valuation Guidelines and USPAP. A value without that trail invites challenge from opposing experts.

Which standard of value should my appraisal use?

The one the purpose dictates. Fair market value, investment value, and intrinsic value are distinct concepts with different definitions, and applying the wrong one, such as a synergy-laden investment value where fair market value is required, produces an unusable conclusion. Every report we issue for North Carolina engagements states its standard explicitly.

Which form reports a deceased owner's personal property in North Carolina?

Form AOC-E-505, the Inventory for Decedent's Estate, filed with the clerk of superior court. It requires listing and appraising the decedent's personal property, which for a business owner can include equity interests, equipment, and receivables. Hard-to-value interests reported there deserve the same fair market value support a tax filing would need.

How is repossessed equipment valued under North Carolina law?

Under a specific statutory cap for certain chattel-mortgage acquisitions: G.S. 58-7-193(c) limits the value to the lesser of the unpaid loan principal at acquisition or fair market value. It is a niche rule, but it changes the answer for repossessed machinery and similar transferred assets, and an appraisal establishes the fair market value side of that comparison.