IRS-qualified business valuation appraisals in Texas for donations, M&A, gift tax, and IRA conversion. AppraiseItNow appraises small businesses, partnerships, corporations, franchises, and professional practices online and onsite across Texas, including Houston, Dallas, and San Antonio.
By credentialed, best-in-class appraisers
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Joe Kattan
Justin Ramirez, ASA, ABV, CFA
Raymond Ghelardi, ASA
Aron Blue
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 mission is to deliver defensible, USPAP-compliant valuations with exceptional speed, professionalism, and client service.
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.
5-Star Valuation Services, Loved by Hundreds
How much does a Business Valuation appraisal cost?
Appraisal Type
Standard Fee Range
Pricing By Volume
What Drives Cost?
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Written USPAP-compliant business valuations for when defensibility matters.
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:
Tax, Estate & Financial Planning
- Estate Tax - IRS Form 706
- Capital Gains Tax reporting
- Gift Tax (Transfer Tax) - IRS Form 709
- Charitable donations - IRS Form 8283
- Traditional to Roth IRA conversions
- Estate planning and probate
- Bankruptcy Filing
Transactions, Lending & Investment
- Loan collateral
- Purchase price allocation & cost segregation
- Mergers and acquisitions
- Financial Reporting
- Investment analysis
- Equitable distribution for divorce or partnership dissolution
Frequently Asked
Questions
No Frequently Asked Questions Found.
Can AppraiseItNow appraise Business Valuation in Texas?
Yes, AppraiseItNow provides professional business valuation appraisals throughout Texas, covering businesses of all sizes and industries across the state.
What types of Business Valuation does AppraiseItNow appraise in Texas?
We appraise a wide range of business interests in Texas, including closely held companies, partnerships, LLCs, and corporations. Our valuations support purposes such as donations, mergers and acquisitions, gift tax filings, and IRA conversions.
Are your Business Valuation appraisals USPAP-compliant?
Yes, all of our business valuation appraisals are prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP), ensuring they meet the quality and documentation standards required by the IRS, lenders, and courts.
What are common reasons someone in Texas needs a Business Valuation appraisal?
Texas business owners commonly need valuations for charitable donations, M&A transactions, gift tax reporting, and IRA conversions. Other frequent needs include estate planning, shareholder disputes, and buy-sell agreement funding.
Do you provide online or remote Business Valuation appraisals in Texas?
Yes, our process is fully remote and works seamlessly for Texas clients. You submit your business documents and financial records digitally, and we handle the entire engagement without requiring an in-person visit.
How much does a Business Valuation appraisal cost in Texas?
Fees are based on the scope, complexity, and purpose of the engagement. Contact us directly for a custom quote tailored to your specific situation.
How long does a Business Valuation appraisal take?
Most business valuation engagements in Texas are completed within 2 to 4 weeks, depending on the complexity of the business and the availability of financial documentation.
Who prepares the appraisal report?
All appraisal reports are prepared by credentialed appraisers with experience in business valuation. Each report is reviewed for accuracy, compliance, and defensibility before delivery.
Are there any Texas-specific regulations for Business Valuation appraisals?
Texas has its own regulatory environment that can affect business valuations, including property tax rules and industry-specific considerations tied to the state's energy, manufacturing, and real estate sectors. Our appraisers are familiar with Texas requirements and apply the appropriate standards for each engagement.
Do you prepare appraisals for IRS Form 8283 (Noncash Charitable Contributions)?
Yes, we prepare qualified appraisals that meet IRS requirements for Form 8283, which is required when donating a business interest valued above $5,000. Our reports are structured to satisfy the IRS definition of a qualified appraisal and qualified appraiser.
Do you buy, sell, or broker Business Valuation?
No, AppraiseItNow is an independent appraisal firm only. We do not buy, sell, or broker business interests, which ensures our valuations remain objective and unbiased.
What information do you need to get started?
To begin a business valuation in Texas, we typically need:
- Two to three years of financial statements and tax returns
- A description of the business, its ownership structure, and industry
- The intended purpose of the appraisal, such as gift tax, donation, or M&A
- Any existing buy-sell agreements or prior valuations
Will my appraisal be accepted by the IRS, insurers, or courts in Texas?
Our appraisals are prepared to meet the standards required by the IRS, major insurers, and Texas courts. We document our methodology, data sources, and conclusions thoroughly so the report can withstand scrutiny in any formal proceeding.
How does the 2026 Texas business personal property exemption affect valuations?
Starting January 1, 2026, Texas raised the business personal property exemption to $125,000 per location under Proposition 9. Businesses with total personal property value below that threshold may eliminate their property tax liability entirely, while those exceeding it must file annual renditions and pay taxes on the amount above the exemption.
How does the exemption work for businesses operating at multiple Texas locations?
The $125,000 exemption applies separately at each distinct physical location within a taxing unit, so a business with five stores in the same county can claim the exemption at each site. However, related business entities with common ownership that share a single physical location must combine their property values before applying the exemption.
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