WHEN TO DO A VALUATION

Typically, a business valuation happens if:

  • You used retirement plan money to fund your business

  • An owner is looking to sell all or a part of their business or merge with another company

  • You need debt or equity to expand your business

  • You need a more thorough tax analysis

  • You plan to add shareholders. In this case, the value of the shares would also need to be determined.

  • Businesses funded in part or in entirety using a 401(k)/Rollover funding strategy are required by the IRS to submit an annual stock valuation. Working with a qualified valuation provider ensures your valuation is handled accurately and in accordance with IRS regulations.