Sample Report
Every section below appears in your delivered report — built from your financials, benchmarked against a relevant peer group for your industry, and written for your specific situation.
Your assessment is not a template. Every number is computed from your actual financials and benchmarked against comparable businesses in your industry .
Your true cash earnings — what the business generates after adding back non-cash items and normalizing owner compensation to a fair market replacement salary.
What you're actually earning on your invested capital — compared against a risk-adjusted minimum threshold built from the current Treasury yield, illiquidity premium, and concentration risk.
Your business value today — owner-adjusted cash earnings multiplied by an industry multiple, then adjusted for five quality factors specific to your business.
Your margins, labor ratios, COGS, and revenue per team member benchmarked against profitable businesses in your industry operating at a similar revenue level.
The five factors that determine where your business sits within your industry's valuation range — owner dependency, revenue model, revenue size, profit trend, and debt service coverage.
The specific actions — ranked by impact — that close the gap between your current value and your goal. Each action shows the exact dollar improvement it adds to your business net worth.
A year-by-year roadmap to your exit goal — including a 5-year projection, the decision framework for when to grow vs. improve first, and the growth rate your business can realistically sustain.
Your numbers unlock every panel. The preview below shows the actual structure and depth of your delivered assessment — with one section shown in full.
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