Pennsylvania Business Valuation

5.0from 80+ client reviews

Business valuations in Pennsylvania 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 Pennsylvania, including Philadelphia, Pittsburgh, and Allentown.

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

  • IRS
  • GASB
  • Pennsylvania Courts
  • U.S. Small Business Administration
  • Chase
  • PNC Bank
  • Bank of America

Credentialed Appraisers Serving Pennsylvania

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

AppraiseItNow provides professional business valuation appraisal services throughout Pennsylvania, supporting clients across a wide range of purposes including charitable donations, mergers and acquisitions, gift tax compliance, and IRA conversions. Pennsylvania's economy spans manufacturing, healthcare, energy production in the Marcellus Shale region, and logistics hubs in Philadelphia and Pittsburgh, making accurate business valuations essential for owners, attorneys, accountants, and financial advisors navigating complex transactions and regulatory requirements. Our credentialed appraisers, including professionals holding ABV, CVA, ASA, and CBA designations, apply income, market, and asset approaches to deliver valuations that meet IRS standards under Revenue Ruling 59-60 and IRC Section 2703.

Whether you need a remote desk review or an onsite engagement with your financial records and management team, AppraiseItNow offers flexible service options for businesses of every size and structure across Pennsylvania. Our appraisers analyze five years of normalized financials, tax returns, and comparable market transactions to produce reports that withstand IRS scrutiny, legal challenge, and third-party review. We offer Fair Market Value (FMV) appraisals for various intended uses, and our business appraisal process is designed to be thorough, transparent, and fully compliant with applicable federal standards.

What Types of Business Valuation Do We Appraise in Pennsylvania?

AppraiseItNow appraises a broad range of business interests and enterprise types throughout Pennsylvania, covering both tangible and intangible value components across industries including manufacturing, healthcare, energy, logistics, and professional services. Our appraisers assess:

  • Privately held corporations, including S-corps and C-corps
  • Limited liability companies and partnerships
  • Fractional and minority ownership interests
  • Professional practices including medical, dental, legal, and accounting firms
  • Family-owned businesses and closely held enterprises
  • ESOPs and employee ownership structures
  • Intangible assets including goodwill, customer lists, and intellectual property
  • Asset-heavy businesses requiring equipment and real property sub-appraisals
  • Holding companies and investment entities
  • Startups and early-stage companies requiring valuation for tax or transaction purposes

For businesses with significant intangible assets, our appraisers apply specialized methodologies to capture goodwill and off-balance-sheet value that standard financial statements do not reflect. Asset-based approaches are adjusted for Pennsylvania-specific industry conditions, particularly in energy and manufacturing sectors where book values frequently diverge from fair market value.

Who Does AppraiseItNow Serve in Pennsylvania?

AppraiseItNow serves a wide range of clients across Pennsylvania, including business owners, estate attorneys, CPAs, financial advisors, family offices, corporate buyers, and individual shareholders who need credentialed, defensible business valuations for tax compliance, legal proceedings, or strategic transactions.

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 Pennsylvania Business Valuations

What approaches are used to value a Pennsylvania business?

The income, market, and asset-based approaches, considered in every engagement per IRS Business Valuation Guidelines, AICPA SSVS No. 1, and USPAP. Market evidence comes from transaction databases such as DealStats, BIZCOMPS, and GF Data rather than broker rules of thumb, and the report documents why any approach was not applied.

What should a business valuation report state up front?

The client and intended users, purpose, standard of value, premise, effective date, the exact interest being valued, and all key assumptions and information sources. Reports missing these elements are the ones that get picked apart in audits and litigation.

Does Pennsylvania inheritance tax apply to a family business?

Yes. A decedent's business interest is part of the taxable transfer, valued at fair market value on the REV-1500 return due nine months after death, with rates of 4.5% for lineal heirs, 12% for siblings, and 15% for others. Because Pennsylvania has no multi-million dollar exemption like the federal estate tax, even small companies generate real tax, which makes the valuation worth defending.

Does it matter whether 30 percent or all of a company is being valued?

Materially. Professional standards require the report to identify the exact interest, controlling or minority, and the class of equity, and to support any discounts or premiums applied to it. The same Pennsylvania company can produce very different per-share conclusions depending on the interest, so a valuation of the whole cannot simply be prorated to a stake.