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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.
DEFENSIBLE, USPAP-COMPLIANT BUSINESS APPRAISAL REPORTS — QUALIFIED FOR THE IRS, OKLAHOMA 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 appraises corporations, partnerships, limited liability companies, franchises, and professional practices across Oklahoma for gift and estate tax filings, retirement account conversions, buy and sell agreements, shareholder disputes, and sales.
Filings a reviewer reads
A gift return, an estate filing, or a retirement account conversion gets read by somebody who was never in the room. The report sets out the standard, the premise, the effective date, the interest valued, and how each approach was weighted to reach one number.
Owners parting ways
A buyout, a dissenting shareholder, or a divorce fixes the value on one particular day. That date often does more to the answer than the choice of method does.
Lenders and courts
A lender, an auditor, or opposing counsel presses on the same places every time: the normalization adjustments, the comparables chosen, and the discounts applied. Each one is stated and supported rather than left as an assumption.
Two Oklahoma companies with the same earnings rarely carry the same value. The agreements the owners signed, the asset base underneath the business, and how concentrated the revenue is are what separate them, and all three are examined before a multiple is applied to anything.
Read the agreement first
Oklahoma leaves a great deal to the operating or shareholder agreement, including how an exit gets priced. We read it before choosing a standard of value, because it may already have chosen one.
Assets on the books
Energy service, fabrication, and agricultural operations carry heavy tangible assets that a going concern figure should not quietly swallow. Those are valued as equipment, the work described on our Oklahoma equipment appraisal page.
Concentration
A single large account, a related party lease on the building, or an owner whose own relationships carry the revenue each raise the risk a buyer prices in. Each shows up in the discount rather than in the earnings.
Three Oklahoma statutes decide what an exiting owner is entitled to, what a court may leave out of the value, and how long anyone has to act on it.
Appraisal rights
120 days
after the effective date, the window to ask an Oklahoma district court to set fair value
A shareholder who dissents can have the district court determine the fair value of the shares, exclusive of any element of value arising from the accomplishment or expectation of the merger. The uplift the transaction itself creates is not part of what the dissenter is paid.
The clock is unforgiving. Where the deal goes to a meeting, written demand has to be delivered before the vote is taken; where it does not, within 20 days of the corporation's notice. Notice runs not less than 20 days before the meeting, and again within 10 days after the effective date. The petition has to reach the district court within 120 days of that date.
Leaving an LLC
An assignee
what an Oklahoma member becomes on withdrawal or death when the agreement is silent
A member may withdraw at any time, rightfully or wrongfully. A wrongful withdrawal breaches the operating agreement, and the company can recover its damages and set them against whatever would otherwise be distributed. Unless the agreement says otherwise, the member who left is deemed an assignee of the interest, and on a member's death the personal representative holds an assignee's rights.
Expulsion, where the agreement allows it, has to carry reasonable provision for buying out the member's capital interest. In Oklahoma the agreement, not the statute, usually names the number, which is why it is the first document we ask for.
Deadlock
3 months
the time two Oklahoma joint venture shareholders have to file an agreed plan
Where a corporation has exactly two shareholders, each holding fifty percent, engaged in a joint venture, and they cannot agree on whether to discontinue it and dispose of the assets, either one may petition the district court with a proposed plan of discontinuance and distribution, unless the certificate of incorporation or a written agreement between them provides otherwise.
If both do not then file a certificate agreeing on that plan, or a modification of it, within three months of the petition, the court may dissolve the corporation and hand its affairs to a trustee or receiver to wind up. A valuation of the venture is what keeps a plan negotiable before it gets that far.
What clients say we are known for
Across 100+ 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:
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.
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.
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.
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.
