Standard valuation report

A defensible valuation in 10 minutes – $199

Three methodologies, 8-driver value summary, industry benchmarks, delivered by email. Everything an owner, buyer, or advisor needs for an initial conversation about what this business is worth.

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What you get

  • 14-page professional report

    PDF for reading, editable Word doc for annotating, shareable web link for sending. Every number sourced and explained.

  • 3 valuation methods

    Revenue multiple, EBITDA multiple, asset-based. Each method shown with working, weighted to your business profile, and blended into a defensible range.

  • Industry benchmark comparison

    Your revenue, margin, and growth rate compared against peers in your industry, using Damodaran NYU Stern quarterly data.

  • 10-minute delivery

    Complete the questionnaire, get the report by email 10 minutes later. Live status page shows generation progress.

  • 8-driver Value Builder summary

    A condensed scorecard showing where your business scores well and where the value drivers are weakest – the headline version of our 8-driver framework.

  • 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

Three things to have ready before you start

Most business owners have everything they need in their accounting software. Budget 10–15 minutes to complete the questionnaire.

01

Last 3 years of accounts

Revenue, gross margin, operating expenses, net profit. Either annual or management accounts. Export from Xero, QuickBooks, Sage, or whatever system you use.

We use: P&L summary totals only. No transaction-level detail required.
02

Industry & business model

We’ll ask your industry, whether you sell products or services, your main revenue model (retainer, transactional, subscription), and your customer concentration.

Typical time: 3–4 minutes of dropdowns and multiple-choice.
03

Why you need a valuation

Selling the business, raising investment, divorce settlement, succession, tax planning. Your purpose weights which methodologies matter most in the final blend.

One answer. Takes 10 seconds.

Inside the report

Every section of your 14-page Standard report

  1. Executive summary. One page. Your headline valuation, key findings, and suggested next steps.
  2. Business overview. How we’ve characterised your business: industry, size band, business model, customer profile.
  3. Financial summary. Three-year P&L table, growth trends, margin analysis, EBITDA calculation.
  4. Revenue multiple valuation. Working, industry multiple applied, size and quality adjustments.
  5. EBITDA multiple valuation. Working, industry multiple applied, margin quality adjustments.
  6. Asset-based valuation. Tangible plus intangible asset value, net of liabilities.
  7. Blended valuation range. How we’ve weighted the three methods for your specific business profile.
  8. Industry benchmark comparison. Your revenue, margin, and growth vs industry peers.
  9. 8-driver Value Builder summary. Where your business scores well, where it scores poorly.
  10. Appendix. Methodology notes, data sources, disclaimer, glossary of terms.

See a full sample report →

Is Standard the right tier?

Standard vs Detailed – what changes at $399

Choose Standard if…

  • You want a rough-but-defensible number for an internal conversation
  • You’re doing early-stage planning for a sale or raise
  • Your business has straightforward financials
  • You don’t need a DCF projection
  • You want to understand your 8 value drivers at a summary level

Choose Detailed if…

  • You’re going into an active sale or fundraise process
  • You need a DCF with scenario modelling for investor conversations
  • You want the full 8-driver score with specific improvement recommendations
  • You want a polished executive summary you can share directly
  • You expect to refresh the valuation in the next 90 days
See Detailed

Before you buy

Standard report questions

You’re redirected immediately to the questionnaire. Complete it in 10–15 minutes (save & resume on any device if you need to step away). Your report generates automatically and arrives by email within 10 minutes of submission. A live status page keeps you informed during generation.
Yes. Standard reports are commonly used to anchor early-stage sale discussions and to set realistic expectations before engaging a broker or M&A advisor. If the deal progresses to signed negotiations with a letter of intent, upgrade to Detailed for the DCF-backed working most buyers expect to see.
The questionnaire only asks for P&L summary figures: revenue, gross profit, operating expenses, net profit, for each of the last 3 years. You don’t need management accounts, audit-level detail, or a balance sheet. If you’re missing a year, select “not yet finalised” and we’ll estimate from the two years you have.
Yes. The report includes both a PDF for reading and an editable Word document. The shareable web link can be sent to advisors, buyers, or your board directly; it’s password-protected and can be revoked any time from your dashboard.
All data transmitted over TLS 1.3 and encrypted at rest with AES-256. EU customer data processed on EU infrastructure. Questionnaire responses deleted 30 days after report delivery unless you opt into a refresh subscription. We never sell, share, or lend your data to anyone. Full detail on our security page.

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.

Ready when you are.

Ten minutes of questionnaire. A defensible valuation in your inbox before your next meeting.

Start Standard – $199 See a sample first