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When Do You Need a Business Valuation? Life Events That Require Clarity

November 28, 20255 min read

Valuations Are Not Just for Selling

Many business owners only think about valuation when they are ready to sell. But several life events require an objective, current assessment of what a business is worth.

Common Triggers

  • Divorce: Courts require business valuation for equitable division of assets
  • Estate / Probate: Executors need value determination for inheritance and tax purposes
  • Partner Buyouts: Fair value is essential for buying out or being bought out by a partner
  • Retirement Planning: Understanding value helps plan exit timing and financial readiness
  • Health Events: Disability, burnout, or health decline may force a sale or restructuring

What a Broker Opinion of Value Provides

A Broker Opinion of Value provides a practical value range based on industry multiples, financial performance, and market conditions. It is not a formal appraisal but a strategic assessment that helps you understand your options.

Getting Started

Contact us to discuss your situation. We provide confidential Broker Opinion of Value services for business owners navigating life events, with referrals to trusted listing brokers if selling becomes the right path.

Need help evaluating a deal?

Get a strategy session or deal review from a buyer-side business broker.

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