







Valuation of closely held business interests in marital dissolution and related proceedings.
• Business interest valuation
• Income normalization
• Ownership analysis
• Expert-ready reporting
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Fair market value analysis for trust administration, estate disputes, and probate litigation.
• Date-of-death valuation
• Estate administration support
• Trust-related analysis
Independent valuation opinions prepared for contested business proceedings.
• Damages analysis
• Ownership disputes
• Financial reconstruction
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Equity valuation and buyout analysis in closely held ownership conflicts.
• Buy-sell analysis
• Minority interest valuation
• Control premiums & discounts
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• Settlement structure
• Support calculations
• Asset division
• Estate distribution
• Litigation posture

Defined engagement terms and reporting parameters established in writing.
Financial records and supporting materials collected through a structured, confidential process.
Valuation approaches applied with documented assumptions and traceable analysis.
Structured written report prepared for review in divorce or probate context.
• Settlement structure
• Support calculations
• Asset division
• Estate distribution
• Litigation posture
When introduced in adversarial or court-supervised settings, structural weaknesses may become
• Tax-purpose reports introduced in litigation
• Income normalization adjustments lacking reconciliation or documentation
• Owner compensation assumptions without
market support
• Undefined valuation premise or intended use
• Limited traceability of data sources and
methodology
Engagement terms, intended use, and reporting parameters are defined in writing.
Valuation premise and timeline expectations are aligned with litigation or estate administration schedules.
Financial records, supporting documentation, and relevant contextual materials are requested in accordance with defined scope.
Document exchange is handled through structured and confidential process.
Appropriate valuation approaches are selected and applied in accordance with the defined purpose of the engagement.
Assumptions, inputs, and calculations are documented and traceable.
Conclusions are presented in a structured written report suitable for review in divorce or probate context.
Defined scope, methodology, and supporting analysis are clearly articulated.
• No brokerage or transaction advisory overlap
• Assumptions, data sources, and normalization adjustments documented and traceable
Valuation analysis is prepared without advocacy posture
or outcome orientation.
Structural neutrality supports valuation conclusions prepared for scrutiny and capable of independent review.
Recurring matters follow defined intake procedures and reporting format.
Engagement timelines are aligned with litigation calendars or estate administration schedules.
Material scope changes or additional information requirements are documented and communicated in writing.
Valuation analysis is not required in every matter.
• An opposing valuation has been introduced or anticipated
• Income normalization adjustments are disputed or unclear
• The business is closely held, owner-operated, or cash-intensive
Valuation matters involving closely held businesses require defined scope
and structural neutrality.
Discussions are reserved for matters within divorce or probate context where
independent valuation analysis is materially relevant.

M: 11am - 6pm
T: 11am - 6pm
W: 11am - 6pm
T: 11am - 6pm
F: 11am - 6pm
© 2026 BizVal Partners - All Rights Reserved. BizVal Partners is a DBA of Merchant Business Solutions LLC. Established 2008.
