Texas Business Valuation

5.0from 80+ client reviews

Business valuations in Texas for donations, M&A, gift tax, and IRA conversion, prepared in accordance with USPAP and IRS requirements. AppraiseItNow appraises small businesses, partnerships, corporations, franchises, and professional practices across Texas, including Houston, Dallas, and San Antonio.

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

  • IRS
  • GASB
  • Texas Courts
  • U.S. Small Business Administration
  • Chase
  • Frost Bank
  • Bank of America

Credentialed Appraisers Serving Texas

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

AppraiseItNow provides professional business valuation appraisal services throughout Texas, supporting clients across a wide range of purposes including charitable donations, mergers and acquisitions, gift tax reporting, and IRA conversions. Texas is home to one of the largest and most diverse economies in the nation, with thriving sectors in energy, technology, manufacturing, retail, and logistics, all of which generate consistent demand for credentialed, defensible business valuations. Whether you are transferring ownership, planning your estate, or satisfying IRS requirements, our appraisers deliver thorough, well-documented reports that meet the standards required by the IRS, financial institutions, and legal counsel.

Our business valuation appraisers serve clients across every region of Texas, offering both remote and onsite appraisal options to accommodate businesses of all sizes and structures. Remote appraisals are completed efficiently using financial records, tax returns, and supporting documentation submitted digitally, while onsite engagements are available for businesses requiring a more hands-on review of operations, assets, or physical locations. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in Texas?

AppraiseItNow appraises a broad range of business interests and enterprise types across Texas, applying recognized valuation methodologies including the income approach, market approach, and asset-based approach to determine Fair Market Value. Our appraisers work with businesses across industries and ownership structures, including:

  • Sole proprietorships and single-member LLCs
  • Multi-member LLCs and limited liability partnerships
  • S-corporations and C-corporations
  • Family-owned businesses and closely held companies
  • Professional practices including medical, dental, legal, and accounting firms
  • Retail businesses and franchise operations
  • Manufacturing and industrial enterprises
  • Energy sector businesses including oil and gas interests
  • Technology companies and startups
  • Holding companies and investment entities

For Texas businesses with complex ownership structures, minority or fractional interests, or multi-location operations, our appraisers apply appropriate valuation discounts and premiums as supported by market evidence and IRS guidance. We produce reports that satisfy the requirements of Form 8283 for charitable donations, Form 706 for estate tax, and Form 709 for gift tax filings, as well as documentation needed for M&A transactions and IRA conversions.

Who Does AppraiseItNow Serve in Texas?

AppraiseItNow serves business owners, estate attorneys, CPAs, financial advisors, trustees, and individual taxpayers throughout Texas who need credentialed, IRS-compliant business valuations for legal, tax, or transactional purposes. Whether you are a Houston-area energy company navigating a merger, a Dallas family business planning a generational transfer, or an Austin tech startup converting assets into an IRA, our appraisers have the expertise to support your specific valuation need.

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 Texas Business Valuations

How does community property law shape a Texas business valuation in divorce?

Texas divides the community estate in a just and right manner, not an automatic 50/50 split, and courts generally value the business as of the time of trial unless circumstances justify another date. Characterization matters too: an interest acquired during marriage is presumptively community property, so the valuation and the classification analysis travel together.

Is there a Texas estate tax that requires a business appraisal?

No. Texas repealed its estate tax regime and imposes no inheritance tax, so estate tax exposure is federal only. A valuation is still needed when a business interest passes at death: the Texas probate inventory reports fair market value as of the date of death and must classify the interest as separate or community property.

Do all three valuation approaches appear in every business appraisal?

All three must be considered, but not necessarily applied. IRS guidelines and professional standards direct appraisers to weigh the income, market, and asset-based approaches, use those that best fit the company, and document why any approach was set aside. Reports that skip that reconciliation are a common deficiency flagged in reviews.

Can a Texas probate court appoint appraisers for a closely held business?

Yes. Under Texas Estates Code Chapter 309, the court may for good cause appoint one to three disinterested county residents to appraise estate property, including business interests, with compensation paid from the estate. The statutory minimum fee is just $5 per day of service, a relic that explains why most estates instead engage a qualified independent business appraiser and file that appraisement with the inventory.