With summer behind us and October underway, National Estate Planning Month offers individuals and business owners a useful prompt to organize their financial affairs.
Taxpayers who requested extensions are finalizing their 2025 returns with their CPA, including year-end tax planning strategies.
During conversations with trusted advisors, such as your estate planning attorney and CPA, consider whether a business valuation is needed. Common reasons include:
- Settling an estate after a shareholder’s death
- Preparing to gift shares of the business
Whether a recent event requires a business valuation or your estate plan includes transferring business shares, we’re here to help.
Fall naturally encourages planning and organization. As you clean out closets, straighten the garage, and trade the lawnmower for the snow blower, make time to revisit your estate plan as well.
While finalizing tax filings and consulting with your advisors, reach out to Merrimack Business Appraisers if your plans call for a business valuation.
Whatever the season or the event that triggers a need for a business valuation, we are here to help.
When Values Matter.
