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M&A Readiness Tool

Business Valuation Estimator

Answer the questions below to receive a preliminary estimate of what your company could sell for.

Completion0%
🏢

Business Overview

Section 1 of 8
🔁 Recurring / Subscription
📋 Project-Based
💳 Transactional / One-Time
⚡ Mixed
💰

Revenue & Financial Performance

Section 2 of 8

EBITDA = Earnings Before Interest, Taxes, Depreciation & Amortization. Used in most M&A transactions.

📈

Growth & Trajectory

Section 3 of 8
📉 Declining
➡️ Flat (0 – 5%)
📈 Moderate (5 – 15%)
🚀 Strong (15 – 30%)
⚡ Hyper-Growth (30%+)
↗️ Accelerating
→ Stable
↘️ Decelerating
👥

Customer Concentration & Risk

Section 4 of 8
Yes
No

High concentration in a small number of customers increases perceived buyer risk and can lower multiples.

Yes
No
Multi-Year Contracts
Annual Contracts
Month-to-Month
No Formal Contracts
📊

Sales Operations & Pipeline Health

Section 5 of 8
🟢 Negative Churn (expansion > loss)
🟢 Low (<5%)
🟡 Moderate (5% – 15%)
🔴 High (15% – 30%)
🔴 Severe (30%+)
N/A — Not applicable

Churn is one of the most scrutinized metrics in any acquisition. Low churn signals durable, loyal revenue.

Larger average deal sizes often indicate enterprise relationships and stickier revenue.

Shorter cycles improve cash flow predictability; very long cycles may indicate high close risk.

🟠 HubSpot
☁️ Salesforce
🟣 Zoho
🔧 Other CRM
❌ No CRM

A structured CRM with clean pipeline data significantly improves buyer confidence in reported revenue and forecasts.

👤

Owner Dependency & Management

Section 6 of 8
🔴 High — I am the business
🟡 Medium — Key but replaceable
🟢 Low — Strong team runs it

This is one of the biggest valuation factors. High dependency can reduce multiples by 20–30%.

Yes — Full leadership team
Partial — Some key managers
No — Owner leads everything

Your proceeds will be based on your proportional ownership after any debt payoff.

🏦

Debt & Capital Structure

Section 7 of 8
Yes
No
Yes
No
Unsure
🎯

Assets, IP, Competitive Position & Exit Readiness

Section 8 of 8
Asset-Heavy (real estate, large equipment)
Moderate
Asset-Light (service / software)
Yes — Patented / Strong IP
Yes — Trade Secrets / Know-How
No Proprietary IP
🏰 Strong — Hard to replicate
🛡️ Moderate
⚠️ Weak / Commoditized
🟢 Low — Few direct competitors
🟡 Normal — Healthy competition
🔴 High — Crowded / intense market

Highly competitive markets compress margins and valuations. Low-competition niches command premium multiples.

🥇 Top 3 in your market
🥈 Ranked 4th – 6th
🥉 Ranked 7th or lower

Market leaders typically command a 15–30% valuation premium over mid-tier and lower-ranked competitors.

📈 Growing
➡️ Stable / Mature
📉 Contracting
Audited
CPA Reviewed
CPA Compiled
Internal Only
📅
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Estimated Business Value

Value Drivers Identified

Valuation Methods Applied

MethodEst. Range

Recommendations to Increase Value Before Sale

⚠️ Important Disclaimer: This is a preliminary, self-reported estimate for informational and planning purposes only. It is not a formal business valuation. Actual sale prices depend on many factors including buyer type, deal structure, market timing, due diligence findings, and negotiation. Engage a licensed business appraiser, M&A advisor, or investment banker before entering any transaction.