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
USPAP CERTIFIED
Business Valuation Services
Business valuation services for estate tax, gift tax, charitable donations, and IRA conversions, and other legal and tax settings. Equity Business Valuation Services offers certified appraisal reports across industries including real estate, technology, services, consumer, and more and delivers the documentation you need for a defensible business appraisal.
What We Appraise
Business Valuation Services
Our ASA and NACVA-certified appraisers deliver defensible valuations for tax compliance, financial reporting, and litigation. Every report follows USPAP standards and is built to withstand IRS scrutiny.
Estate Tax Business Appraisal
USPAP-compliant valuations for IRS Form 706 filings. We determine fair market value at the date of death, with documentation that satisfies estate tax requirements and audit defense.
Gift Tax Valuation
Qualified appraisals for taxable gifts of business interests. Our reports support valuation discounts and provide the defensibility required by IRS regulations and qualified appraiser standards.
IRA Conversion Appraisal
Valuations for self-directed IRA rollovers and conversions of closely held business interests. We provide the independent, qualified appraisal documentation needed for IRS compliance.
Divorce and Equitable Distribution
Impartial business valuations for marital dissolution and asset division. Our reports are prepared for use by attorneys, mediators, and courts in settlement negotiations.
Financial Reporting Valuation
ASC 820 and FASB-compliant valuations for consolidated financial statements, goodwill impairment testing, and fair value disclosures. Suitable for audit and investor reporting.
IRS Charitable Contributions (Form 8283)
Valuations prepared for IRS noncash charitable contributions and filing of IRS Form 8283.
Client feedback
What Our Clients Say
The Team were very knowledgeable and very helpful and efficient- I recommend them highly for appraisals-especially for private companies.
I found them professional & responsive. The report was quite thorough as well.
Get Your Business Valued Today
Our USPAP-compliant appraisals are accepted by the IRS, lenders, and courts. Whether you need a valuation for estate tax, gift tax, or IRA conversion purposes, we deliver defensible results.
Insights
Business Valuation Guides & Insights
Expert reads on valuation discounts, minority interests, and donating private company stock.
The 3 Approaches to Valuing a Business: Asset, Income, and Market Explained
Every credentialed business appraiser works from three recognized approaches to valuing a business: asset, income, and market. This guide explains what each measures, when it applies, and how appraisers reconcile them into one defensible conclusion of value.
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Valuing S Corporations: Tax Affecting, Gross v. Commissioner, and the IRS Job Aid
Valuing an S corporation hinges on whether you tax affect its earnings, a question the Tax Court, the Sixth Circuit, and the IRS have each answered differently since 1999. This guide walks through Gross v. Commissioner, the IRS's 2014 Job Aid, and why no fixed premium or discount replaces a facts-and-circumstances analysis.
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How We Apply IRS Rev. Rul. 59-60 to Value Limited Partnership Interests
Our valuation firm applies IRS Rev. Rul. 59-60 as the governing framework for valuing limited partnership interests, including Qualified Opportunity Fund LP interests, and this guide explains how the ruling's eight factors, and DLOC and DLOM discounts, shape a defensible report.
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Qualified Opportunity Fund Minority Interest Valuation: How Discounts Cut Your Tax Bill
A qualified opportunity fund minority interest valuation can lower the taxable gain you recognize when your deferral period ends on December 31, 2026. This guide explains how discounts for lack of control and marketability work, what documentation your appraiser needs, and who can prepare a defensible report.
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Donating Private Company Stock to Charity: Lessons From the Hoensheid Case
Donating private company stock to charity can produce a substantial tax deduction, but the IRS has disallowed deductions over bad timing, unqualified appraisers, and incomplete Form 8283 paperwork. This guide uses Estate of Hoensheid v. Commissioner to show donors exactly what to get right.
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FAQ
Frequently Asked Questions
What is fair market value in a business appraisal?
Fair market value is the price at which a business would change hands between a willing buyer and a willing seller, neither under pressure to buy or sell and both having reasonable knowledge of relevant facts. This is the standard required by the IRS for estate tax, gift tax, and charitable contribution valuations. Our appraisers determine fair market value using recognized approaches including the income, market, and asset methods.
Why do I need a business valuation for estate tax purposes?
The IRS requires a defensible business valuation on Form 706 (Estate Tax Return) when a business interest is included in a taxable estate. An accurate, well-documented valuation can significantly reduce estate tax liability and provides the documentation needed to support your filing. A poorly supported valuation invites IRS audit and potential penalties.
Are your appraisals accepted by the IRS and lenders?
Yes. Our appraisers hold ASA (American Society of Appraisers) certification and prepare all valuations in compliance with USPAP (Uniform Standards of Professional Appraisal Practice). Our reports are built to withstand IRS scrutiny, and they are routinely accepted by lenders, courts, and insurance carriers for their intended purposes.
What is included in a business valuation report?
Our reports include a comprehensive analysis of the business, market conditions, financial statements, and the valuation methods used to reach the conclusion of value. Each report documents the appraiser's credentials, the intended use of the appraisal, the effective date of valuation, and a detailed explanation of the reasoning and supporting evidence. The final report is signed and certified by our ASA-certified appraiser.
How long does a business valuation take?
Timeline depends on the complexity of the business, availability of financial records, and how quickly we receive the required information from you. Most valuations are completed three to five weeks after engagement, and expedited delivery, as fast as 11 business days, is available for hard deadlines. Contact us with your deadline, and we will confirm whether we can meet it.
Can I use the same valuation for multiple purposes (estate tax, gift tax, IRA conversion)?
In many cases, yes, provided the effective date of the valuation aligns with the IRS deadline for each purpose. However, different intended uses may require different analysis or supporting documentation. We recommend discussing your specific situation with our appraisers so we can prepare a single report that satisfies all your purposes or identify whether separate valuations are needed.
What makes your business valuations defensible?
We follow rigorous appraisal methodology, document all assumptions and supporting evidence, and adhere to USPAP standards throughout the engagement. Our appraisers are ASA-certified, which means they have met stringent education, experience, and ethical requirements. We analyze industry comparables, financial performance, owner compensation, and market conditions so that our conclusions stand up to IRS examination.