You have an assessment in progress on this device.
The Value Gap
Assessment
A clear, confidential first look at what your business may be worth today, where value and risk are concentrated, and the distance between where you are and where you want to be.
What this assessment reveals
Most owners hold the majority of their net worth inside a single, illiquid asset — their business — yet few have a current read on its value or its readiness to transition on their terms. This short assessment begins to change that.
- An estimate of value today. A working figure for what your business may be worth in its current state.
- Where risk lives. A look across four value drivers — Operations, Business & Ownership, Market & Competition, and Regulatory & Legal — so you can see what may be holding value back.
- Your value gap. The distance between your illustrative value range and what you feel the business could potentially be worth as it becomes more transition-ready.
- A starting point for a plan. A grounded basis for a conversation about transition planning, on a timeline that fits your life.
How to answer
There are no right or wrong answers — candid responses produce the most useful read. For each statement you'll choose where you land on a five-point scale, from Strongly Disagree to Strongly Agree. Estimates are perfectly fine for the financial questions.
Your progress is saved on this device as you go, so you can close the page and pick it up where you left off. Nothing is sent to Avidian until you reach the end.
About you & your business
So your advisor can prepare a report specific to you. Figures may be estimates.
For "profit," use your best estimate of normalized pre-tax profit (often called owner earnings or adjusted EBITDA). It's fine to approximate.
Your vision for the transition
Transition planning starts with the end in mind — your timing, your target, and your own view of value today.
Here's your initial read
This is a high-level, illustrative snapshot — not a formal valuation. Your advisor will prepare a detailed written report from your responses.
Estimated value & value gap
How readiness is calculated: each answer scores 1 (Strongly Disagree) to 5 (Strongly Agree). A driver's percentage is its average answer as a share of the maximum 5, and its score out of 5 is that average answer, rounded. Overall transition readiness is the simple average of the four drivers. Colours: 75–100% green · 50–74.99% yellow · 25–49.99% light red · under 25% strong red. Readiness is shown beside the value range — it does not change the dollar figures.
Figures are illustrative estimates generated from your inputs and general assumptions. They are not a guarantee, appraisal, or formal valuation, and actual results will differ. Illustrative U.S. / Houston SME enterprise-value ranges, derived from public-company sector benchmarks and private middle-market transactions. Ranges are not Houston-specific observed transaction medians and are subject to company-specific adjustments for size, profitability, growth, customer concentration, cyclicality, asset intensity, recurring revenue, management depth, and transaction structure. Source: NYU Stern (Damodaran), January 2026; GF Data, 2025; Avidian Wealth Solutions internal analysis.
Sending your responses to Michael
Your answers go to Michael and the Avidian staff who support him. They are used to prepare your personalized Value Gap report and to follow up about next steps in transition planning — with no obligation.
Recording your responses…
Prefer to talk first? Call Avidian Wealth Solutions at (281) 822-8800.