Premium report
The complete transaction-preparation package.
Everything in Detailed, plus full sensitivity analysis, comparable transactions, a 12-month improvement roadmap, exit-readiness checklist, and a designed investor/buyer-ready one-pager. Built for owners actively entering a sale, raise, or succession process.
$899
One-time payment. Includes 2 free refreshes within 12 months.
Get Premium report →Secure payment via Stripe. Report delivered to your inbox in ~15 minutes.
What you get
28+ pages of transaction-ready analysis
Everything in Detailed
4-method valuation with full DCF, 3-scenario analysis, written 8-driver assessment, SWOT, buyer-perspective summary, and shareable executive summary. All included.
Full sensitivity matrix
See exactly how your valuation moves across every combination of growth rate, margin, and multiple. The grid that shows which lever matters most for your business.
Comparable transactions
Recent private transactions in your industry with context on where your adjusted multiple sits relative to the market. The data point buyers and investors will ask about.
12-month improvement roadmap
Which 2–3 drivers to work on, specific actions for each, and expected valuation uplift. The plan that turns your current valuation into a higher one at transaction time.
Exit-readiness checklist
15 scored items across financials, legal, operations, and team. Green / amber / red status for each with specific actions. The checklist M&A advisors charge $2k–$5k to produce.
Designed one-pager
A polished, professional one-page summary designed to forward directly to a broker, buyer, or investor. Different from the executive summary – less technical, more persuasive.
Deliverables
What arrives in your inbox
28+ page PDF report
Complete valuation report with all 4 methodologies, sensitivity matrix, comparable transactions, 8-driver analysis with written improvement roadmap, SWOT, buyer-perspective summary, exit-readiness checklist, and full appendix with your inputs and our methodology reference.
Editable XLSX scenario planner
The full valuation model with all working cells visible, plus an unlocked scenario tab where you can change growth rate, margin, and multiple assumptions and see the valuation move in real time. Share with your accountant or advisor.
Designed investor/buyer one-pager
A single-page PDF formatted for forwarding. Headline valuation, key metrics, 3 strengths, industry positioning. Designed to look professional when a broker, buyer, or investor opens it.
2 free refreshes within 12 months
Re-run the full Premium report on updated financials. Previous answers pre-filled; you only update what changed. Covers the common “improve then re-measure” cycle before listing. Worth $79 × 2 = $158 if purchased separately.
Who this is for
Premium is the right choice when
- You’re 6–24 months from listing and want to know exactly what to work on before buyers see the business
- You’re raising a round and need a sensitivity analysis to defend your pre-money ask under cross-examination
- You’re working with a broker or M&A advisor and want to arrive with complete preparation rather than starting from scratch
- You’re executing a succession plan and need the improvement roadmap to maximise transfer value
- You want the exit-readiness checklist to identify gaps in documentation, contracts, and operations before diligence reveals them
If you’re earlier in the process – just checking your number, sizing insurance, or running an annual review – Standard or Detailed is the right starting point. You can always upgrade later.
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.
The complete preparation package.
Sensitivity analysis, comparable transactions, improvement roadmap, exit-readiness checklist, and a designed one-pager. Plus 2 free refreshes.