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Divorce and Business Valuation

Starting the Divorce Valuation Process

10 Initial Data and Document Requests

You have a lot of your money at risk. Accuracy is important to your financial goals. Our process finds risk and value driving facts others miss. Provide what you can. We will work through the others later.

Please provide only those items already created in the existing course of business operations. These materials are important to the valuation process, and other business planning. Please save records to PDF or scan to e-mail.

You, your attorney, your accountant, and any others are welcome to call 513-266-3226 or e-mail for help gathering the data and documents at no charge

  1. The Valuation's Purpose, Scope, & Use (Succession, Divorce, Financial Planning, Hidden Income or Assets, Business Intellectual Property Valuation, Internal/External Sale, Buy-Sell)
  2. Valuation Date(s) Selected, and Standard of Value; Your attorney may need to help
  3. Website Addresses and Online Listings (Facebook, Twitter, LinkedIn, etc.)
  4. Last 5 years of business tax returns (Preparer’s PDF Copies) with ALL details such as, but not limited to the schedules, forms, notes, and preparer data entry worksheets including the depreciation worksheet with all assets in depreciation and those fully depreciated; with assets no longer owned deleted or marked/lined out; and amended and tax audits of any kind
  5. Last 5 year-end financial statements and on the valuation date, (if cash basis, also provide accrual)
  6. Last 5 year-end payroll summaries, and as of the valuation date
  7. All state sales tax filing for the last 3 years as of the valuation date; any amended and audits
  8. Incorporation, organization, operating, and buy-sell agreements
  9. Past business appraisals, valuation, and evaluations of any kind
  10. Owner resumes, and job title and job description with a workweek list of responsibilities and time allocation outline by job function or activity; and fringe benefits list. Also, describe related parties who work in the business. (Exception: Create these items even if they are not available.)

The Divorce Records Check, DRCSM will give you useful financial planning data and document lists to guide better preparation. Our process finds facts others miss. See the full description at the Divorce Money Mistakes.

Divorce brings you complex financial conflict.
Our specialized valuation process overcomes the challenges.

Our proactive expert team simplifies your business valuation needs, offers you a high confidence conclusion, so you can receive a fair value. We know when to listen and then ask questions, where to do research, and why detailed document gathering and review matters to you. See the Ten Rules for a Top Notch Business Valuation on the linked page.

Getting valuation process advice covers much more than the financial performance numbers, because setting the analysis steps early reduces risks and using smart technology saves you money.

You are welcome to ask anything. Here are some topics and articles:

  • What Are The Ten Divorce Business Valuation Questions that Must Have Solid Answers?
  • What Are The Advantages Of A Jointly Retained Business Appraiser?
  • How Do You Work To Control Costs?
  • How Do You Handle Hidden Assets And Hidden Income?
  • What Is Forensic Business Valuation Investigation for Divorce?
  • What Are Ohio Business Valuation Divorce Issues?
  • Why Is Valuing Goodwill A Big Problem?
  • What Happens If You Lose Control Of Business Financial Risks In A Divorce?
  • What Is Your Divorce Litigation Experience?
  • What Are Emerging Trends In Divorce Valuations?
  • What Can You Give Me As An Introduction To Divorce Business Valuation?

Big Money Is At Risk.

Using a bad number to settle is a costly mistake. 

When a business is involved, your divorce is much more complicated. 

That's why 'what the company is worth' must be on target.

Don't be blindsided by an unfair settlement offer. 

Get a number that makes sense in a useful report. See Valuation FAQ for more details.

Understand your simple part of the process and get started in less than 5 minutes.  

Don't Wait, Call (513) 266-3226 Today. 

Divorce Money Mistakes