Wisconsin Business Valuation

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Business valuations in Wisconsin 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 Wisconsin, including Milwaukee, Madison, and Green Bay.

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

  • IRS
  • GASB
  • Wisconsin Courts
  • U.S. Small Business Administration
  • Chase
  • Associated Bank
  • Bank of America

Credentialed Appraisers Serving Wisconsin

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

AppraiseItNow provides professional business valuation appraisal services throughout Wisconsin, supporting clients across a wide range of purposes including charitable donations, mergers and acquisitions, gift tax reporting, and IRA conversions. Wisconsin's economy is anchored by manufacturing, agriculture, dairy production, healthcare, and biotech, meaning that family-owned firms, closely held corporations, and agricultural enterprises frequently require credible, well-documented valuations for legal, financial, and tax-related purposes. Whether you are transferring ownership of a Milwaukee-area manufacturing company, structuring a farm succession in central Wisconsin, or reporting a donated business interest to the IRS, our appraisers deliver thorough, defensible reports that meet federal standards.

Our appraisers work both remotely and onsite throughout Wisconsin, giving clients flexibility regardless of their location or the complexity of their business assets. From reviewing financial statements and intangible assets digitally to conducting in-person assessments of operations in Green Bay, Madison, or Appleton, we adapt our process to fit your timeline and needs. Learn more about appraisal services available across Wisconsin or explore our full business appraisal capabilities in detail. We offer Fair Market Value (FMV) appraisals for various intended uses.

What Types of Business Valuation Do We Appraise in Wisconsin?

AppraiseItNow appraises a broad range of business types and ownership structures across Wisconsin, including:

  • Closely held corporations and S-corporations
  • Limited liability companies (LLCs) and partnerships
  • Sole proprietorships and family-owned businesses
  • Agricultural and dairy operations
  • Manufacturing and industrial companies
  • Healthcare practices and medical groups
  • Retail and wholesale businesses
  • Technology and software companies
  • Nonprofit organizations requiring valuation support
  • Fractional and minority ownership interests

For more targeted needs, we also appraise intangible assets such as goodwill, customer lists, and intellectual property, as well as business interests subject to control premiums or minority discounts for IRS reporting and litigation support purposes.

Who Does AppraiseItNow Serve in Wisconsin?

AppraiseItNow serves business owners, attorneys, CPAs, financial advisors, estate executors, and institutional clients throughout Wisconsin who require accurate, IRS-compliant business valuations for tax reporting, transactional, or legal purposes. Whether you are a small business owner in Kenosha planning a succession or a corporate attorney in Milwaukee managing an M&A transaction, our appraisers have the expertise to support your specific valuation needs.

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 Wisconsin Business Valuations

What documentation stands behind a business valuation in a dispute?

Workpapers showing how historical and projected financials, discounts and premiums, and comparable transactions led to the concluded value. In tax, divorce, and shareholder litigation, that trail is what gets tested, and a valuation that cannot show its work rarely survives cross-examination. We build every Wisconsin engagement file to that standard.

How is a business divided in a Wisconsin divorce?

Wisconsin law presumes marital property, including business interests, is divided equally, though courts may deviate after weighing statutory factors, and value is generally set as of the trial or final hearing date. Under Wis. Stat. § 767.61, the presumption makes the valuation itself the central battleground, since half of the concluded value changes hands.

What happens when spouses disagree about a company's value in Wisconsin?

Valuation disputes over closely held businesses are commonly resolved through expert testimony, with each side's appraisal tested under the rules of evidence. No statute limits who may testify to a particular designation, so the quality of the analysis, the data behind it, and the expert's ability to defend it determine which number the court adopts.

Did Wisconsin repeal its business personal property tax?

Yes. 2023 Wisconsin Act 12 exempted business personal property beginning with the January 1, 2024 assessments, ending the annual personal property returns businesses previously filed. The repeal does not extend to property assessed as real estate or to utility and railroad property, and it changes nothing about federal or Wisconsin income and estate taxation, where fair market valuations of a business and its assets are still required.