Detailed valuation report · most popular

Every methodology, full DCF, executive summary – $399

The full institutional-grade report. Four methodologies including discounted cash flow, scenario modelling, the complete 8-driver Value Builder Score, and an executive summary ready to share with buyers, investors, or your board.

Stripe secure payments GDPR compliant 6 jurisdictions Damodaran NYU Stern data 7-day money-back guarantee

What you get

  • 20-page report + scenario spreadsheet

    PDF, editable Word doc, and an XLSX scenario model showing best-case, base-case, and stress-case valuations. All three deliverables in one email.

  • All 4 valuation methodologies

    Revenue multiple, EBITDA multiple, asset-based, and discounted cash flow (5-year projection, WACC discount rate, Gordon Growth terminal value). The methodology buyers and investors expect.

  • Full 8-driver Value Builder Score

    Your business scored across all eight value drivers: financial performance, growth potential, monopoly control, recurring revenue, customer concentration, owner dependence, team health, and switching costs. Each with specific recommendations.

  • Scenario modelling (best / base / stress)

    How your valuation moves under different growth, margin, and market assumptions. Each scenario shown side-by-side with its own sensitivity table.

  • Share-ready executive summary

    A separate 2-page executive summary PDF designed to forward directly to a buyer, investor, or board member. Covers headline range, drivers, and recommended next steps – no jargon.

  • One free refresh within 90 days

    Update your valuation once in the first 90 days at no extra cost – useful if your situation changes mid-process, or if you’re approaching a specific deadline.

  • 7-day money-back guarantee

    Email support within 7 days for a full refund, no questions asked. Processed within 5 business days.

What you’ll need

Four inputs for the full Detailed workflow

The questionnaire takes 12–18 minutes. You can save & resume on any device and return to finish later.

01

Last 3 years of P&L

Revenue, gross margin, operating expenses, net profit. Export summary totals from your accounting software. No transaction detail needed.

02

Balance sheet summary

Total assets, current assets, total liabilities, current liabilities, net equity. Used for the asset-based method and for DCF working capital.

03

Growth & margin outlook

Your own view on next 1–3 year revenue growth, gross margin trend, and capex requirements. Dropdowns with defaults from your industry; override if you have stronger views.

04

8 value-driver questions

Multiple-choice questions scoring your business on customer concentration, owner dependence, recurring revenue, team health, etc. Takes 4–5 minutes.

Inside the Detailed report

Every section of your 20-page report + scenario XLSX

  1. Share-ready executive summary (separate PDF). 2 pages, designed to forward directly to a buyer or investor.
  2. Headline valuation. Your blended range with weighted methodology reasoning.
  3. Business overview & characterisation. Industry, size band, business model, customer profile.
  4. 3-year financial analysis. P&L, balance sheet, EBITDA bridge, working capital, cash flow trends.
  5. Revenue multiple valuation. Full working with size, quality, and growth adjustments.
  6. EBITDA multiple valuation. Margin-quality adjusted EBITDA multiple by industry comparables.
  7. Asset-based valuation. Tangible plus intangible asset value, net of liabilities, going-concern adjustments.
  8. Discounted cash flow (DCF). 5-year projection, WACC build-up, terminal value via Gordon Growth, sensitivity table.
  9. Blended methodology weighting. Why we’ve weighted the four methods the way we have for your specific business.
  10. Full 8-driver Value Builder Score. Each driver scored with specific improvement recommendations.
  11. Scenario analysis. Best-case, base-case, and stress-case valuations with the drivers that move them.
  12. Industry benchmark comparison. Your revenue, margin, growth, and value drivers vs industry peers.
  13. Risk assessment. Key risks to realising this valuation and how they’d affect the range.
  14. Scenario XLSX (separate file). Interactive model so your accountant or advisor can adjust assumptions.
  15. Appendix. Methodology notes, data sources, full source list, jurisdiction disclaimer, glossary.

See a full sample report →

Is Detailed right for you?

When the full Detailed report is worth the extra $200

Choose Standard if…

  • You’re doing early planning, not active process
  • Your financials and model are simple
  • You don’t need a DCF
  • A summary 8-driver view is enough
See Standard

Choose Detailed if…

  • You’re in an active sale or fundraise
  • Buyers or investors will scrutinise the working
  • You need a DCF-backed number with scenarios
  • You want to share an executive summary directly
  • You want the full 8-driver score with action items

Before you buy

Detailed report questions

The DCF follows standard methodology: explicit 5-year projection, WACC discount rate built from CAPM using industry betas from Damodaran NYU Stern, terminal value via Gordon Growth with industry-appropriate long-term growth assumptions. Every assumption is shown, sourced, and justified. You can adjust any assumption in the scenario XLSX and watch the valuation move – the same way your buyer’s analyst will.
Yes. The executive summary is designed to be forwarded directly or lifted into a pitch deck appendix. The headline range + weighted methodology + scenario table is the same material investors expect on a valuation slide. Many founders use the Detailed report as the source-of-truth document behind the one-liner valuation in their deck.
Every assumption in the scenario XLSX is editable. Change growth rates, margins, WACC inputs, or terminal growth and the valuation range updates live. You can hand the spreadsheet to your accountant to run their own scenarios, or use it yourself in a board meeting to stress-test the headline number.
A corporate finance advisor running a full sale process adds sector-specific buyer identification, deal structuring, negotiation, and advocacy. That’s where their 1–3% fee earns out. For the valuation work itself – applying methodologies, pulling benchmarks, building scenarios – the Detailed report matches what a mid-market CF team would deliver in week one, typically for £5,000–£15,000 as standalone work.
Within 90 days of your original Detailed report, log in and click “refresh.” The questionnaire pre-fills your previous answers. Update anything that’s changed – revenue, margin, headcount, deal situation – and re-run. The refresh applies the latest quarterly industry benchmarks automatically. Takes 3–5 minutes. No additional cost.

7-day money-back guarantee

If the report doesn’t meet your expectations for any reason, email us within 7 days for a full refund. No questions, no friction.

Every methodology, one defensible number.

Fifteen minutes of questionnaire. A full institutional-grade valuation in your inbox, ready to share with your buyer, your board, or your investors.

Start Detailed – $399 See a sample first