What is your business worth today?
And what could it be worth if it were ready to transition on your terms? The Value Gap Assessment is a confidential first look — built for owners who have spent decades building something and have never had it measured.
10–15 minutes · confidential · no obligation
One asset. Most of your net worth. No current read on it.
A business owner's wealth is usually concentrated in a single, illiquid asset that has never been formally valued, cannot be sold quickly, and is often deeply dependent on the owner personally. Every one of those is a risk to the life the business was supposed to pay for.
Value you cannot see
Without a working estimate, planning for a transition is guesswork — and so is knowing whether the number you need is the number you have.
Risk you have stopped noticing
Concentration in a few customers, undocumented processes, a business that stops when you do. Familiar from the inside, glaring to a buyer.
Time you cannot get back
Most of what raises a business's value takes years to put in place. The distance between today and your target is the part worth knowing early.
Where value concentrates — and where it leaks
The assessment asks 20 plain-language statements across the four areas a buyer, a successor, or a lender would examine first.
Systems, suppliers, team, working capital, process documentation, cash-flow predictability.
Track record, growth, customer loyalty, profitability, and whether it thrives without you.
Room to grow, defensibility, substitutes, customer concentration.
Dispute risk, licenses and IP, documented policies, insurance, continuity.
A snapshot at the end, a written report after
- A transition-readiness score for each of the four value drivers, so you can see which one is holding the others back.
- An illustrative value estimate built from your own revenue figure and a revenue-multiple range for your industry.
- Your value gap — the distance between that estimate and what the business could be worth as it becomes more transition-ready.
- A conversation, if you want one. Michael prepares a written report from your responses and walks through it with you. No obligation attached.
The on-screen figures are illustrative estimates for discussion, not a formal valuation or appraisal. The assessment and the report include the applicable support disclaimers.
Michael Smith, CEPA®
Co-Founder, Partner, Senior Wealth Advisor
Avidian Wealth Solutions
Certified Exit Planning Advisor. Works with Houston business owners on the part of the plan that has to happen years before the transition does.
Before you start
How long does it take?
Ten to fifteen minutes. Twenty statements and a short set of questions about your business and your timing. Your progress is saved on your own device as you go, so you can stop and come back.
Do I need exact financial figures?
No. Estimates are expected and are fine. The figure that materially moves the result is your current-year revenue. For the report, we will refer to your best estimate of normalized pre-tax profit (owner earnings or adjusted EBITDA).
Is this a business valuation?
No, and it does not pretend to be. It applies a revenue-multiple range for your industry to the revenue figure you provide, qualified by your readiness score. It is a starting point for a conversation. A formal valuation is a separate, far more involved engagement.
What happens to my answers?
They go to Michael Smith at Avidian Wealth Solutions so he can prepare your report. They are not sold and are not used for advertising. They are stored on Avidian's own hosting account, where Avidian personnel can read them and the hosting provider handles them as part of running the site; this page also loads its typeface from a web-font provider, which receives your IP address the way it would on any site that does the same. Responses are retained subject to Avidian's recordkeeping obligations — contact Michael to ask about deletion.
Find out where you stand
Ten minutes now, against a decision most owners only get to make once.