Business valuation

How it works

• Fact gathering

  The process starts by collecting a few pieces of key information about the business. 

  Required information: 

  • 3 years of business tax returns
  • Business valuation fact finder (must be completed in full)

  Optional information: 

  • Copy of existing buy/sell agreement
  • Employee census information
• Initial review and analysis

  Upon receipt of the required information, we will complete an initial review and provide a detailed analysis within 7 business days. The analysis will include an informal valuation report, an industry profile and commentary from our planning team.

  Sample commentary
  Download the sample report here.

• Consultation and case design

  Upon request, Nationwide will review the analysis with the financial professional to discuss the reports, identify planning gaps and propose potential solutions.

  Want to dive deeper?
  Schedule a complimentary consultation call with our planning team to review the reports and discuss additional planning opportunities.