Get a head start on planning with our informal business valuation service
About Nationwide Retirement Institute Retirement savings & income
Health care costs & longevity
Legacy, estate & wealth transfer
Business growth, protection & transfer
Market & news
About Nationwide Retirement Institute
Business valuation
Provide an informal estimate of a company’s fair market value
Navigate estate and succession planning conversations
Review executive benefits and qualified plan options
Prepare business owners
for retirement
Eligible businesses
- At least 5 years in business
- More than $1.5 million in annual revenue
- Track record of profitability
How to submit an informal valuation request
Complete and send the business valuation fact finder (PDF) and 3 years of business tax returns to businesslegacy@nationwide.com.
Business valuation is a crucial component of succession, estate and retirement planning conversations for business owners.
For more information, please contact your regional Nationwide wholesaler or email businesslegacy@nationwide.com.
Nationwide Solutions Center: 1-800-321-6064
Brokerage General Agents Solutions Center: 1-888-767-7373
Brokerage General Agents Solutions Center: 1-888-767-7373