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Your Useful Business Valuation Starts Here ...

Divorce and Business Valuation

90% of the business or practice reports called “valuations” by others

are not by any professional organization’s valuation expert standards.

Show us your valuation or a sample, and we will show you why it does not meet the standards. What's worse, the calculations are off by an average of 25%. In addition, no matter what your business valuation goals are, that's too far off. Learn more about our valuation standards.

          Here's the Secret to a Useful
Divorce Valuation Process

Start by Gathering the Right 10 Initial Data and Document Requests

Discovery it is not just getting documents; it is the right documents with all of the pages. Anything less is a guess. An honest valuation is in your best interests for negotiating strength and a fair outcome.

You have a lot of your money at risk. Accuracy is important to your financial goals. Our business valuation expert 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 or scan records to PDF to e-mail to us.

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

Let''s dig into getting started right ...

  1. The Valuation's Purpose, Scope, & Use (Exit/Succession, Divorce, Financial Planning, Hidden Income or Assets, Business Intellectual Property Valuation, Internal/External Sale, Buy-Sell, and Others)
  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; and 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 and value date payroll summaries, W-3, Worker Comp, HR handbook, job descriptions
  7. All state sales tax filings for the last 3 years and as of the valuation date; and any amended and audits
  8. Incorporation, organization, operating policies, and buy-sell agreements
  9. Past business appraisals, valuation, evaluations, and plans 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 details. Also, describe related parties who work in/for the business. List of software/tech used, competitors, and risk management actions. (Exception: Create these items even if they are not available.)

Note: A service’s fees, procedures, and opinions are independent and never negotiable. All valuations and appraisals advocate for the facts, process, and presented opinion. Litigation reports are completed as a friend of the court. No valuations or appraisals are completed as an advocate for any party. Therefore, do not expect an opinion favorable to your position because you paid my fee.

These 10 requests are just the start for gathering the important data and documents. e-Mail us any questions about the processThe work you invest will pay good dividends in the smoothing valuation process, your search for what the company is worth, and strong negotiating position.

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

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

Our proactive proficient team simplifies your business valuation needs, offers you a high confidence conclusion, so you can receive a fair settlement. We know when to listen and then ask questions, where to do key 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 a Forensic Business Valuation Investigation for Divorce?
  • What Are Ohio Specific (and any other states') 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?

What this tells you is that your business valuation expert better know the right questions to ask, and how to find the right answers to provide you with useful help.

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, e-Mail Us Today

Divorce Money Mistakes