Know what your business is worth before you decide.
A confidential, market-based view of value, the drivers behind it, and what you could do to increase it.
Value is earnings, multiplied by confidence.
Buyers price a business on the earnings they can rely on and the risk they take on to get them. We start by recasting your financial statements to show true earnings: adding back the owner’s compensation, one-time costs and personal expenses that a new owner would not carry.
For owner-operated businesses, that figure is usually seller’s discretionary earnings, or SDE. For larger companies with a management team in place, buyers look at EBITDA. We then apply multiples drawn from comparable transactions and adjust for the factors that make your business more or less attractive than its peers.
The factors buyers weigh most.
Earnings quality
Consistent, well-documented profit that holds up under scrutiny.
Recurring revenue
Contracts, subscriptions and repeat customers that make future income predictable.
Customer concentration
The less any single customer accounts for, the lower the risk to a buyer.
Owner dependence
A business that runs without its owner is worth more than one that cannot.
Growth trend
Revenue and margin growth over the last three years, and a credible path for more.
Team and systems
Capable managers, documented processes and reliable reporting.
A clear answer and a plan.
- An opinion of value range, with the reasoning behind it
- Recast earnings showing the add-backs a buyer would accept
- The strengths that support your price and the risks that discount it
- Practical steps that could increase value before a sale
- A candid conversation about timing and your options
An opinion of value is a market assessment to guide your decisions. It is not a certified appraisal for tax, estate, legal or lending purposes. When you need one, we can refer you to a credentialed appraiser.
Ready to explore
your options?
Whether you’re thinking about selling, seeking an acquisition, or simply want to understand your business’s market value, every conversation starts with a confidential 30-minute call.