Dividing a Family Business in Your Divorce

By: M. Scott Gordon

The prospect of dividing marital assets in a divorce is stressful. Nobody wants to think about dividing up retirement assets or determining who will be able to keep possession of certain pieces of property. To be sure, property division can be one of the most contentious aspects of a Chicago divorce, particularly when a marital asset has sentimental value that cannot accurately be expressed in a market value assessment, or when a marital asset is the source of one or both of the parties’ incomes.

Things get trickier when a couple who owns a family business wants to divorce. Many couples in the Chicago area end up going into business together. In some cases, they may even have additional business partners in a general partnership, or they may be part of a larger business operation that operates as a limited liability company (LLC). A recent article in the Daily Herald discusses the complications of getting divorced while owning a business together. We want to say more about the process for dividing a business in a divorce.

Determine Whether the Business Can Remain in Operation

The first step for dividing a business is determining whether it can remain in operation or whether its assets will need to be sold and distributed between the spouses. If the business can remain in operation, this typically means spouses agree to continue working together after the divorce, or one of the spouses will be able to buy out the other spouse. If the business cannot remain in operation, it will need to close, and its assets will need to be sold and distributed.

Have the Business Valued By an Expert

Regardless of whether the business will remain open or not, the next step in a divorce case where a small business is part of the marital property is to have the business valued by an expert. In the best case scenario, both spouses will hire an independent expert to provide a valuation of the business and the court can take into account those valuations by two neutral parties.

Experts providing a business evaluation will look at the current economy and how the business fits into the current economy, based on the nature of the business (how much demand is there for this type of business?), the business’s financial records, the value of any stock associated with the business and “intangible” values, such as relationships built with long-term customers.

Frequently Asked Questions About Business Division In An Illinois Divorce

Is a Business Considered Marital Property in Illinois?

In Illinois, the classification of assets during a divorce hinges on whether they are categorized as marital or non-marital property. Marital property generally refers to assets acquired or generated during the duration of the marriage. This means that any business that is established during the marriage is typically considered marital property. Consequently, such businesses are subject to equitable distribution upon divorce, which can include a division of the business’s value or ownership stake.
Conversely, businesses that were established prior to the marriage, or those that were received as an inheritance or gift, may be classified as non-marital property. These assets are usually retained by the original owner and are not subject to division in divorce proceedings, provided they have not been commingled with marital assets.

How Is a Business Valued in a Divorce?

Valuing a business during a divorce is a critical and often complex step in the asset division process. Illinois courts employ several valuation methods to ascertain the fair market value of a business, including:

Income-Based Valuation

This method focuses on the business’s profitability by analyzing its income statements, cash flow, and future earning potential. It provides an understanding of how much income the business generates, which is vital for valuation.

Asset-Based Valuation

This approach assesses both tangible assets (such as equipment, inventory, and real estate) and intangible assets (such as trademarks, patents, and goodwill). It totals the net assets of the business minus any liabilities to establish a value.

Market-Based Valuation

This method compares the business to similar businesses within the same industry that have recently sold or been valued. This comparison helps to provide a benchmark, allowing the courts to gauge what similar companies are worth. To ensure the accuracy of the valuation and fair distribution of assets, a forensic accountant is often engaged. They specialize in examining financial records and can provide expert testimony in court regarding the business’s value.

Can a Spouse Claim a Share of the Business?

In instances where a business is classified as marital property, the non-owner spouse may claim a share of its value. This entitlement isn’t exclusively limited to businesses established during the marriage; it also extends to any increase in the value of a business that was started before the marriage if it appreciates in value due to efforts made during the marriage or marital funds being used to enhance the business. It is important for the owning spouse to document efforts or investments made that influence the business’s value, as these factors can significantly affect how the courts rule during asset division.

How Can Business Owners Protect Their Assets in a Divorce?

Business owners can take proactive measures to protect their business interests in the event of a divorce. Some strategies include:

Prenuptial or Postnuptial Agreements

These legal documents can clearly outline the terms of business ownership, ensuring that the business is recognized as separate property. A well-drafted agreement can provide clarity about how the business will be treated in the event of a divorce.

Keeping Business Finances Separate

Owners should avoid mixing personal and business funds. By maintaining distinct accounts and records, owners can help prevent complications regarding asset division and support claims that the business should be considered non-marital.

Proper Documentation

Maintaining thorough and accurate records of the business’s establishment and operations can serve as evidence that the business was acquired prior to the marriage or was not influenced by marital efforts. This documentation can include founding documents, financial statements, and any evidence of sole ownership.

What Happens If Both Spouses Own the Business?

If both spouses actively participate in the business, the situation becomes more complex. They may need to negotiate outcomes such as a buyout, where one spouse purchases the other’s interest in the business, or they may choose to continue co-owning the business. Alternatively, selling the business and dividing the proceeds is also a possible option. In these cases, courts will typically take into account both spouses’ contributions to the business, including financial investments, labor, and management responsibilities. This assessment is essential in determining asset division and ensuring that each spouse receives a fair outcome.

How Does Illinois Handle Business Asset Division?

Illinois adheres to the principle of equitable distribution when it comes to asset division in a divorce. This means that assets are divided fairly, but not necessarily equally. Courts will consider a wide array of factors during the division process, including:
  • Each spouse’s financial contributions to the marital estate, especially concerning the business. – The level of involvement each spouse has in running the business and managing its operations.
  • The potential for future earnings for each spouse following the dissolution of the marriage.

By evaluating these factors, Illinois courts aim to reach a balanced and just resolution for both parties involved in the divorce. As a result, it is crucial for both business owners and non-owning spouses to understand these dynamics for effective negotiation and legal strategy.

Seek Advice from Our Chicago Divorce Attorneys

Our experienced Chicago divorce attorneys can help you to think through your options when it comes to protecting your business. It may be possible to negotiate a property settlement resulting in your business remaining open, which may involve a buyout of the other spouse. Our firm regularly assists clients with complex property division cases, and we can speak with you today about your situation. Contact Gordon & Perlut, LLC at 312-360-0250 to learn more about the services we provide to clients in Chicago, Illinois.