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How it works

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