A confidential first look at what your business may be worth today, and what could be holding that value back.
Twenty-five statements across three areas a buyer, a successor or a lender would examine first. There are no right or wrong answers — candid responses produce the most useful read, and estimates are fine.
How to answer. 25 statements, each rated 1 to 5 from strongly
disagree to strongly agree. You may skip any statement — a skipped statement is recorded as
unanswered and is never counted as a zero. Nothing is submitted until you choose to send it.
Your answers go directly to your advisor and are not shared with anyone else. This assessment is a starting point for a conversation, not advice, and it does not value your business. Answer as things are today rather than as you intend them to be — an optimistic answer only moves the problem to a later meeting.
•About you and your business
So your advisor can prepare a report specific to you. Figures may be estimates.
•Your numbers
Estimates are expected and are fine. Revenue and earnings are what every dollar figure in your report is built from.
Your best estimate of normalized pre-tax profit — often called owner earnings or adjusted EBITDA. Approximate is fine.
Optional. Given together with cash, your report can show what you would take home rather than only what the business is worth.
•Your vision for the transition
Transition planning starts with the end in mind — your timing, your target, and your own view of value today.
IMarket Opportunity
Room to grow, how defended the market is, and how hard it is for a rival to move in.
1We have strong market growth potential
2Our market has strong barriers to entry
3Our market has low competitive pressure
IICompetitive Position
How strong your standing is within that market, and how exposed you are to what is happening around you.
4We hold a dominant market position
5We face low risk in the current environment
6Our business model is hard to replicate
IIIBuyer Appeal
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.
10We have a strong, recognized and transferable brand value
11We hold protected, proprietary tech and IP
12We have visible customer and community credibility
VTransferability
What a buyer could actually carry away. Advantage that belongs to the company transfers; advantage that belongs to individuals does not.
13Our advantages are tied to the company, not staff
14My business doesn't depend on me to run
15We have customer contracts and strategic alliances
VICustomer Base
The spread and durability of your customers, and how much of the revenue is committed in writing.
16Our customer base is diverse and strong
17Our customers are loyal, long-term
18Our largest accounts have written agreements
19A meaningful share of revenue is contracted
VIIFinancial Performance
What the numbers do — profitability, growth, how reliably revenue recurs, and how well earnings turn into cash.
20We have a consistent profitability track record
21We have consistent revenue growth
22Our revenue model is recurring and reliable
23Our margins beat sector benchmarks
24Earnings convert to cash within the year
25Our pricing has held or improved
✓Send it
Your answers go straight to your advisor. Nothing is stored in this browser
and nothing is shared with anyone else.
Before you send. Nothing here is legal, tax, accounting, or investment advice, and reading it creates no advisory, fiduciary, or attorney-client relationship. Exit planning decisions have legal and tax consequences that depend on facts this document does not capture. Take advice on your own circumstances before acting.
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.
Not cleared for client use.
PLACEHOLDER — firm disclosure not yet supplied. Advisory services are offered through Avidian Wealth Solutions. This document has not been reviewed or approved by the firm's compliance function and must not be given to a client in this state.