See exactly what our valuation report looks like.
A complete Opinion of Value for a fictional HVAC contractor, prepared with the same method and in the same format we use for every client.
Three years of financials recast to Seller’s Discretionary Earnings
A benchmark against 85,000 businesses in the same industry
Four valuation approaches reconciled on one chart
A returns test showing what a buyer can afford to pay
What the report covers
Ten pages, written for a business owner rather than an appraiser. The sample company, Summit Ridge Mechanical, is fictional and every figure is illustrative, but the structure, the data sources and the reasoning are exactly what you receive.
- Most probable selling price. One number, with the three inputs behind it: SDE, performance against similar businesses, and the implied multiple.
- Seller’s Discretionary Earnings. Three years of revenue, costs and profit, with every owner add-back shown and footnoted.
- Benchmark performance. Your margins and cost structure against the IRS data for tens of thousands of businesses in your industry, with plain-language commentary.
- The valuation ‘football field’. Comparable-sale multiples from three databases and a buyer-return model, placed on one chart with your business positioned within the range.
- Appendices. How each valuation approach works, and the full five-year returns model a buyer and their lender would run.
Every client who engages us receives this report for their own business, free of charge, before anything goes to market.
Want this for your own business?
The written valuation is the first thing we prepare for every client, and it costs nothing. A 15-minute call is enough to tell you whether it makes sense to go further.