Divorce, death, gifting, estate taxes and retirement planning.

One of the primary reasons why businesses need a valuation is for estate related issues and risk-management strategies. If you, or one of your partners is dealing with divorce, death or gifting to children then you will need a business valuation performed to make the proper decisions and have all the necessary documentation.

If you or a partner is concerned with properly planning for retirement then a valuation of your business is absolutely critical. IRS related issues also trigger the need for a comprehensive valuation. The key events that trigger a valuation are:

1. Divorce.
2. Death.
3. Retirement planning.
4. IRS related issues.
5. Gifting of stock.