Qualified appraisals for noncash charitable contributions, from closely held business interests to crypto, art, equipment, and vehicles

Joe is the owner and CEO of AppraiseItNow. Before acquiring the firm, he was a consultant at Bain & Company, where he advised executive teams on strategy, growth, and investment decisions. The work demanded rigor under deadline: framing the question that actually matters, building the analysis that answers it, and defending every number in the room. He holds AppraiseItNow's valuation work to that same standard, where a conclusion is only as strong as the evidence and reasoning behind it.

Joe acquired full ownership of AppraiseItNow in 2024 and has led its growth since, expanding the practice across business valuation, fine art, and complex machinery and equipment. He has also invested heavily in the firm's technology, so clients get faster answers and every report benefits from a consistent, well-supported process. He oversees engagement quality across the practice and matches each project to the right credentialed appraiser on the team.

Talon has spent more than 24 years in business valuation, forensic and investigative accounting, litigation support, and expert witness work. On the valuation side, he has performed appraisals supporting audited financial statements for both publicly traded and privately held companies, including purchase price allocations, 409A valuations, option, warrant, and convertible debt valuations, and goodwill impairment analyses. He has provided hundreds of valuations for gift and estate tax purposes and has valued closely held companies across a wide range of industries for financial statement preparation, ESOP, divorce, shareholder dispute, and other litigation purposes, including numerous family limited partnerships and holding companies.

His engagement history runs from early-stage bio and med-tech, software-as-a-service, and technology companies to large private groups. He served as lead valuation analyst on a high-profile Florida divorce valuation involving personal goodwill and a disputed value range exceeding $100 million, appraised every entity in a conglomerate of 19 automobile dealerships and 20 real property holding companies spanning 25 automotive and powersport brands with over $1.1 billion in combined sales, and led valuation work for a trucking company with sales in excess of $500 million in a shareholder buy-out.

On the forensic side, Talon has supervised and performed business interruption loss calculations, reconstruction of accounting records after theft, fire, and flood, and investigative accounting for criminal fraud trials, marital estates, and officer and director litigation. He has testified as an expert in personal injury, wrongful death, and wrongful termination matters, and helped defend a company against an alleged $1 billion patent and trade secret damages claim that ended in a judgment under $1 million. He also brings formal training in computer forensics and has recovered electronic evidence for divorce and employment law matters.

Talon earned a Bachelor of Arts in Accounting and a Master of Science in Accounting with a finance emphasis from Utah State University. He is a Certified Public Accountant licensed in Utah, an Accredited Senior Appraiser of the American Society of Appraisers, Accredited in Business Valuation by the AICPA, and a Certified Fraud Examiner. He has chaired the UACPA Business Valuation Committee, served as Treasurer of the Utah Chapter of Certified Fraud Examiners and of the Southern Utah Estate Planning Council, and wrote Understanding Business Valuation: An Owner's Guide to the Business Appraisal Process along with articles in The Utah Bar Journal and The Journal Entry.

Justin performs fair value, fair market value, and net orderly liquidation value analyses of companies and partnerships for tax and financial reporting, purchase price allocations, mergers and acquisitions, buy-sell agreements, and lending purposes. His clients range from individuals and their counsel, including estate and probate attorneys, to family offices and the management teams of privately held and publicly traded companies.

He is a Manager of Global Valuations at Gordon Brothers and previously held valuation roles at Mercer Capital and at Weaver and Tidwell, formerly HSSK, where he also performed audit reviews of third-party valuations. His appraisal subjects span brand-oriented retail, capital-intensive industrial, energy and utility companies, real estate holding companies, and architectural and engineering firms, with pre-revenue work in biological and medical technologies and biopharmaceutical applications. He was a key contributor to a national energy valuation publication, has been cited in Oil and Gas Investor and the Midland Reporter-Telegram, and has testified as an expert in Texas district court matters.

Justin holds a Master of Science in Finance from the University of Houston and a Bachelor of Science in Economics from Texas A&M University. He is an Accredited Senior Appraiser of the American Society of Appraisers, Accredited in Business Valuation by the AICPA, and a CFA charterholder, and he has appeared as a guest speaker and panelist at the University of Houston and Texas A&M University.

Raymond has over 35 years of experience valuing the securities and intangible assets of public and private corporations for financial reporting and tax purposes, including engagements under ASC 805, ASC 350, and 409A. He is the Managing Partner of Business Valuation Center's New York and Tampa offices and an executive of its parent holding company, and he has long been responsible for reviewing valuations prepared by other experts on behalf of accounting practice clients.

His career includes senior leadership across several national valuation practices: Director at GBQ Consulting, where he headed the New York office; Managing Director, Eastern Region Valuation Services at Ceteris; and Managing Director of Trenwith Valuation, the valuation arm of BDO, where he led teams on financial reporting and tax valuation projects and served as one of three members of the National Leadership Committee for BDO's valuation practice. Earlier, as Chairman of Valuation Counselors Group, he managed all aspects of the firm's business and rebuilt it into a national leader before directing its sale to CBIZ, a publicly traded company, in 1997. He also served as Senior Vice President at Management Planning, Inc. in Princeton, where he helped develop and implement the firm's corporate valuation practice.

Raymond holds an MBA from Emory University, a Master in City Planning from Harvard University, and a Bachelor of Science from Pennsylvania State University. He is an Accredited Senior Appraiser and Senior Member of the American Society of Appraisers and a past president of its Princeton chapter.

Andrew B. Frew has more than 25 years of business valuation experience and has participated in hundreds of valuation and related engagements across numerous industries. His work includes valuations of businesses and ownership interests for gift and estate tax, noncash charitable contributions, buy-sell agreements, mergers and acquisitions, business succession and exit planning, and litigation support. He has significant experience valuing closely held companies, holding companies, and noncontrolling ownership interests, and his work regularly involves the analysis of capital structures, shareholder and operating agreements, and the economic rights attached to privately held equity interests.

His industry experience includes oil and gas, particularly upstream exploration and production companies, oilfield services, manufacturing, distribution, retail, automobile dealerships, and construction and building materials.

Andy is an Accredited Senior Appraiser in Business Valuation of the American Society of Appraisers (2009) and is Accredited in Business Valuation by the AICPA. He has been a member of the American Society of Appraisers since 2007 and served as President of its Houston Chapter from 2015 to 2016. He completed the 7-Hour National USPAP Update Course in March 2024 and holds a Bachelor of Business Administration in Finance from Texas A&M University.

Daniel is a Certified Valuation Analyst with approximately nine years of experience valuing closely held businesses, ownership interests, and financial instruments. His work includes financial statement analysis, valuation modeling, industry and market research, and the preparation of narrative reports and supporting schedules. He has prepared valuations for noncash charitable contributions and for federal gift and estate tax purposes, for use with IRS Forms 8283, 709, and 706, as well as for management planning, marital dissolution, and business purchases and sales.

His experience extends beyond operating businesses to real estate holding companies, restricted and preferred shares, warrants, options and other derivative instruments, promissory notes, private equity interests, and undivided interests in real estate. His analyses consider the economic rights, restrictions, payment terms, and contingencies attached to the subject interest, using option-pricing models and Monte Carlo simulation where an instrument calls for them, and probability-weighted scenario and sensitivity analysis. Industries include manufacturing, pharmaceuticals, assisted living, staffing and HR outsourcing, banking and wealth management, real estate, contracting, rail transportation, internet and hosting businesses, automobile dealerships, mining, restaurants, and waste management.

Daniel earned the Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuators and Analysts in 2018 and is a member of NACVA. He holds a Bachelor of Science in Business with a concentration in Finance.