How often should business owners and commercial property investors update their Opinion of Value?

Many experienced owners review the value of significant assets every few years or whenever meaningful changes occur. Refinancing, major capital improvements, long-term lease renewals, business growth, ownership changes, market shifts, or succession planning may all justify obtaining an updated Opinion of Value.

Like any important business metric, value should be monitored periodically rather than only when a transaction becomes imminent.

Well-informed owners rarely wait until they are ready to sell before evaluating their position.