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Business Value Snapshot
Build value. Create options. Ready or not, you will exit.
A directional preview of your business health, enterprise value, and exit readiness — grounded in the Certified Exit Planning Advisor framework and a comprehensive 8-category diagnostic. Whether you plan to sell in three years or thirty, the work to get there is the same work that makes your business easier and more profitable to run today.
A complete exit rests on three legs.
Most owners focus only on the business itself. But the Exit Planning Institute finds that 75% of owners who sell profoundly regret the decision within twelve months — rarely because the price was poor, but because the personal and financial legs were never addressed. A successful transition requires all three.
Business Ready
Is the business organized, documented, scalable, and transferable? Does it run without the owner? This Snapshot measures your Business Ready score across eight operational categories.
Personal Ready
What's your identity, purpose, and plan for the phase of life after the business? Owners who can't answer this are the ones who regret selling — regardless of the price on the check.
Financial Ready
Will the proceeds actually fund the rest of your life? For most owners, 80–90% of net worth is tied up in the business. Your Freedom Point is the number that changes everything.
Ready or not, you will exit.
Nearly half of all business exits are involuntary — forced by one of the Five D's: Death, Disability, Divorce, Disagreement, or Distress. And 79% of owners have no plan. Exit readiness isn't about selling tomorrow. It's about protecting what you've built today.
Overall business health.
A weighted composite across eight operational categories and 47 subcategories. The stronger your Business Ready score, the more optionality, valuation, and control you command — whether or not you ever sell.
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The eight categories that drive value.
Your diagnostic evaluates the business across 8 categories and 47 subcategories. Below is the category-level view — the full assessment produces a subcategory-level roadmap with dollar-impact estimates for each initiative.
Beneath the category scores sit the Four Intangible Capitals defined by the Exit Planning Institute: Human Capital (your people and leadership bench), Customer Capital (the durability of your revenue), Structural Capital (the systems that run without you), and Social Capital (your brand, culture, and reputation). Buyers pay premiums for businesses strong in all four. The gaps in your 8 categories are gaps in these capitals.
What your business is worth — and what it could be.
Your business falls into one of five valuation bands based on operational health. Lower bands use discounted multiples — or no multiple at all below a critical threshold. The climb from your current band to Best-in-Class and Premier is where enterprise value lives.
Figures are directional estimates for planning purposes. Not a formal valuation. Multiples derived from aggregated private-market M&A transactions by SIC code, showing Low (25th percentile), Median (50th), and High (75th) ranges typical of each industry. Businesses scoring below 34% on operational health are valued at asset value only, as they are typically unsellable as going concerns. Premier tier includes a 20% premium reflecting strategic acquirer and private equity interest. A formal valuation requires audited financials, quality-of-earnings adjustments, and industry-segment benchmarking — all part of the full assessment engagement.
Your top three priorities.
These are the three categories where you scored lowest and where risk to value is greatest. The methodology categorizes these as Level 1 priorities — protect before you enhance, enhance before you position.
Your Freedom Point and the gap to reach it.
The numbers below are calculated directly from what you entered — your desired annual income, your wealth outside the business, and your other income. You created these numbers. We're simply doing the math that reveals what they mean.
The Bridge.
Your Wealth Gap compared against the three business valuation tiers from above. This tells you whether operational health alone fills the gap — or whether you need revenue growth too.
Wealth Gap calculation uses a 4% safe withdrawal rate (industry standard). This figure is before taxes, transaction fees, debt payoff, and ownership-stake adjustments — all of which reduce net proceeds. A formal Freedom Point calculation and sale-proceeds model is part of the full advisory engagement.
You didn't provide enough information to calculate your Wealth Gap in the assessment. This is one of the key numbers we work through together in a discovery call — it takes five minutes, and it changes how you think about every other decision in the business.
The Monday after.
The Personal Leg is where 75% of seller's remorse comes from, and it's the one leg that can't be calculated from a form. It's the conversation that determines whether the other two legs were worth building.
Let's talk about the full picture.
A 30-minute discovery call covers all three legs — Business, Personal, Financial. No cost, no pitch, no obligation. Just clarity on where you stand, what's possible, and what to do first.
Book a Discovery Call