Free tools and expert guidance for owners considering a sale, succession, or other liquidity event. Built on real private middle-market transaction data, not generic formulas.
Valuations grounded in actual private middle-market deals, refreshed quarterly. Not formulas pulled from public companies that look nothing like yours.
Your information stays private. No public listings. No broker network exposure. No leak risk while you are still operating the business.
Sophisticated tools and a vetted advisor network for owners running $1M+ revenue businesses. Mid-market expertise, not generic brokerage and not Fortune 500. This is the band we know.
Six tools built around the questions every owner needs to answer before going to market. Use any of them anonymously. We only ask for your email if you want the full report, and even then, there is no sales call unless you request one.
Estimate your enterprise value using actual middle-market transaction multiples. Get a valuation range with the assumptions explained.
Start the calculator →25 questions on operations, financials, market position, and deal context. See how a buyer would score you and where you'd lose points.
Take the assessment →22 questions across the four areas buyers and bankers dig into during due diligence. See where you'd hold up and where you wouldn't.
Take the assessment →11 questions on the part most owners skip: yourself. Your plan, your income, your advisors, your family.
Take the assessment →Model your take-home after investment banker fees, legal costs, deal structure, taxes, and QSBS eligibility. The number most owners never see until it's too late to change.
Start the calculator →Divide your desired post-exit income by 4%. That is your Wealth Goal. Subtract what you already have. That is your Wealth Gap. Find out whether your business can close it.
Start the calculator →Most online valuation tools use rough rule-of-thumb multiples pulled from public company data that has no relationship to private mid-market reality. The output makes owners either disappointed or overconfident, and neither is useful when there is a real transaction on the table.
Our tools draw from private transaction databases that PE firms and investment banks actually use. The estimates are conservative but defensible. When you decide to go to market, you start from a number that bankers and buyers will respect.
No phone call. No broker engagement. No follow-up unless you ask for one. Just a valuation range grounded in real private middle-market transaction data, the assumptions behind it, and the five levers that would move the number.
Start Your Free ValuationOr, if you would rather talk to a person, request a 30-minute conversation with one advisor from our network.