An estimate of what all the equity in a client’s business is worth
The valuation a business needs to achieve to fund the owner’s life goals.
An overview of succession & exit planning for financial advisors
Used to identify multiples when estimating valuation
The business performance needed to reach goal valuation
An estimate of what the client’s share of ownership in their business is worth
EBITDA adjusted to remove unusual, non-recurring, or discretionary expenses to better estimate a business’s value
A weighted average of historic EBITDA used to estimate business value
A measure of how much short-term liquidity is available to run the business day-to-day
Reflects the likelihood of a disruption to business operations or earnings in the future
Risk to a client’s equity value in the event of death, disability, or dispute
Estimating business valuation based on future earning potential.
Estimating business valuation based on comparable business benchmarks.
