Oklahoma Business Valuation

5.0from 80+ client reviews

Business valuations in Oklahoma 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 Oklahoma, including Oklahoma City, Tulsa, and Norman.

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

  • IRS
  • GASB
  • Oklahoma Courts
  • U.S. Small Business Administration
  • Chase
  • BOK Financial
  • Bank of America

Credentialed Appraisers Serving Oklahoma

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

AppraiseItNow provides professional business valuation appraisal services throughout Oklahoma, supporting clients across a wide range of purposes including charitable donations, mergers and acquisitions, gift tax reporting, and IRA conversions. Oklahoma's economy is anchored by energy, aerospace, and agriculture sectors, and businesses operating in these industries frequently require credentialed valuations to satisfy IRS requirements, support shareholder transactions, or document interests for tax planning. Whether you are a business owner in Oklahoma City, Tulsa, or a smaller community across the state, our appraisers deliver thorough, well-documented reports that hold up to scrutiny from the IRS, courts, and financial institutions.

Our Oklahoma appraisal services are available both remotely and onsite, giving clients the flexibility to choose the format that best fits their timeline and situation. For many business valuation engagements, our appraisers can complete a thorough analysis using financial records, tax returns, and supporting documentation submitted digitally, while onsite visits are available when a physical review of operations or assets is warranted. Learn more about our full business appraisal capabilities and how we approach each engagement. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in Oklahoma?

AppraiseItNow appraises a broad range of business types and ownership structures across Oklahoma, from sole proprietorships and family-owned operations to complex multi-entity enterprises. Our appraisers apply recognized valuation methodologies including income, market, and asset-based approaches to determine Fair Market Value across the following business types:

  • Sole proprietorships and single-owner businesses
  • Limited liability companies (LLCs) and multi-member LLCs
  • S-corporations and C-corporations
  • Partnerships and limited partnerships
  • Privately held companies in energy, oil and gas, and oilfield services
  • Aerospace and defense contractors
  • Agricultural operations and farm businesses
  • Retail, restaurant, and hospitality businesses
  • Professional practices including medical, dental, and legal firms
  • Fractional and minority ownership interests

For more focused engagements, our appraisers also handle valuations of specific business assets such as inventory, equipment, and intangible assets including goodwill and intellectual property. When dissenting shareholders in Oklahoma mergers or conversions require a court-defensible fair value determination, our reports are structured to meet that standard. Each appraisal is completed in accordance with USPAP Standards 7 and 8 and applicable IRS guidelines under IRC Sections 170 and 2031.

Who Does AppraiseItNow Serve in Oklahoma?

AppraiseItNow serves a wide range of clients across Oklahoma including business owners, CPAs, estate attorneys, financial advisors, nonprofit organizations, and individual taxpayers who need credentialed business valuations for donations, tax reporting, M&A transactions, or IRA conversions. Whether you are navigating a complex corporate transaction or simply need a qualified appraisal to support a charitable contribution deduction, our team is equipped to deliver accurate, timely results.

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 Oklahoma Business Valuations

What goes into a business valuation for an Oklahoma company?

Consideration of the income, market, and asset-based approaches, with market evidence pulled from private transaction databases such as DealStats, BIZCOMPS, and IBA Market Data rather than rules of thumb. IRS Business Valuation Guidelines also require documented workpapers covering the company's history, financial condition, earning capacity, and comparable sales.

Does the standard of value matter in a business appraisal?

It changes the answer. Fair market value, investment value, and intrinsic value are distinct concepts, and using investment-value multiples in an engagement that legally requires fair market value, such as an estate tax filing, can materially misstate the conclusion. Our reports state the standard, premise, effective date, and interest valued.

Is there an Oklahoma estate tax on inherited business interests?

No. Oklahoma levies no state estate or inheritance tax, so only the federal estate tax can apply, and only above the federal threshold. Valuations of Oklahoma business interests at death support the federal Form 706 and probate administration, not any state return.

How does a business valuation differ from Oklahoma's business personal property rendition?

The rendition (Form OTC 901, filed with the county assessor between January 1 and March 15) lists tangible assets for ad valorem tax at fair cash value. A business valuation measures the going concern, including intangibles and earning power. The two serve different purposes and routinely produce different numbers.