A confidential assessment for owners thinking about what comes next. Twenty-five plain-language statements, and a report that shows where your value is concentrated, where it is at risk, and the gap between the two.
Start the assessment →The assessment asks 25 plain-language statements across seven areas a buyer, a successor, or a lender would examine first. You rate each from strongly disagree to strongly agree. Estimates are fine, and you can skip anything you are unsure of.
Room to grow, how defended the market is, and how hard it is for a rival to move in.
How strong your standing is within that market, and how exposed you are to what is happening around you.
Whether a particular buyer would gain something by owning you, and whether you are the size they look for.
The intangibles that travel with a sale — brand, protected technology, and the standing you have built.
What a buyer could actually carry away. Advantage that belongs to the company transfers; advantage that belongs to individuals does not.
The spread and durability of your customers, and how much of the revenue is committed in writing.
What the numbers do — profitability, growth, how reliably revenue recurs, and how well earnings turn into cash.
A report written to be read once and then talked about — not a dashboard to log into.
Built from your own earnings figure and an earnings-multiple range for your industry. Shown as an enterprise value, and — if you give debt and cash — what you would actually take home.
How each area rated, which statements you scored lowest, and what that tends to mean to someone assessing the business from outside.
The distance between where the business sits today and the top of its illustrative range — and which drivers account for it.
Your stated timeframe read against how much preparation the answers suggest is outstanding. Sometimes those agree. Often they do not.
Ten to fifteen minutes. Twenty-five statements and a short set of questions about your business and your timing. You can skip any statement — a skipped one is recorded as unanswered and is never counted against you.
No, and it is important that it is not read as one. The valuation multiples are illustrative placeholders held for discussion. They are not market data, not transaction comparables, and have not been professionally reviewed. Every dollar figure derived from them inherits that limitation, however precisely it is printed.
Your best estimate of normalized pre-tax profit — often called owner earnings or adjusted EBITDA. If you can separate out interest, taxes, depreciation and amortisation, the report will show the build. If not, one number is fine and the report says which basis it used.
This form collects your contact details and your own assessment of your business. It is stored so your advisor can prepare and discuss your report. Ask your advisor if you want to know how long it is kept or to have it removed. They are not sold, shared, or used for marketing lists.
Owners of established private businesses who are thinking about a transition — a sale, a succession, bringing in a partner, or simply stepping back. It is most useful when a transition is a few years out rather than imminent, because that is when the answers can still change the outcome.
You will receive your report. After that, at most a short sequence of messages offering a conversation — and it stops the moment you reply, or say you would rather it did not continue.
Certified Exit Planning Advisor at Avidian Wealth Solutions in Houston, working with owners on the financial, business and personal sides of a transition.
Questions about your report, or about anything here: michaelsmith@avidianwealth.com