AI Agent · Succession Planning
Know What The Business Is Worth. Then Raise It.
The Business Value Diagnostic turns an owner's financials and 50 value statements into an as-is valuation, a ranked scorecard of ten value drivers, and a five-year roadmap to a higher exit multiple.
- Output
- Valuation, scorecard, roadmap
- Inputs
- Profile, financials, 50 statements
- Factors
- 10 value drivers
- Deliverables
- PDF · Word · Presentation
How It Works
- 01
Profile the business
Owner objective, exit horizon, likely buyer, budget and leadership capacity.
- 02
Enter the financials
Three years plus TTM, owner pay versus market rate, the equity bridge and a sourced multiple range.
- 03
Rate 50 value statements
Each rated 1–5 with an evidence grade, so a verified record counts for more than a guess.
- 04
Get the roadmap
Ranked strengths and weaknesses, and a five-year plan to raise the value a buyer will pay.
The Ten Value Factors
What A Buyer Actually Pays For.
Numbers You Can Defend
Every figure is calculated by the app, not guessed by the AI: normalised earnings, net debt, enterprise and equity value at low, mid and high multiples. Anything missing is flagged as provisional and listed.
- Owner pay normalised to market rate
- Equity bridge from enterprise value
- Evidence-weighted factor ranking
- Ties explained, gaps listed, assumptions labelled
- Report, Word file and presentation in one click
- Shared with your team, private to your firm
Value The Business This Week.
Create an account, enter the financials, and get a valuation and a five-year value roadmap.