Business Valuation Estimator
for owner-operated businesses
(items in bold required ) |
| Your Name |
|
| Email |
(required) |
| Phone |
|
| Business Name |
|
| Source Document |
Only use one source document to answer the questions below. |
Base Results
|
| Revenue |
(required)
This is your total, top-line revenue. |
| Net Profit |
(required)
This is your bottom-line profit or loss (use "-" for loss). |
Non-Operating Add-Backs
In this section, only enter values that are in your source document. |
| Amortization |
|
| Depreciation |
|
|
Expense |
|
Owner Add-Backs
In this section, only enter values that are in your source document. |
| Salary |
This is your W-2 Income. Enter 0 if you don't receive a regular paycheck. |
| Insurance |
This is the total of all insurance payments for your personal benefit. Include personal health, dental, disability, life, etc. Do not include general liability, workers comp, etc. |
| Retirement |
This is the total of all of your personal retirement benefits that show up on your source document. Include payments to your SEP-IRA, 401k, etc. Do not include payments reported on your personal tax return (i.e your IRA) |
Expense Add-Backs
In this section, only enter values that 1) show up on your source document, and 2) are deducted for tax or extra-ordinary reasons only, but are not real or ongoing expenses of the business. |
| Auto |
Add back auto expenses not required for your business (i.e personal travel, travel to and from your office, etc.) |
| Travel |
Add back travel expenses not required for your business (i.e. travel for a vaction, not for a sales trip, etc.) |
| Other |
Add back other extra-ordinary, one-time expenses not expected to recur (i.e. a tree fell on your roof or a car drove into your showroom, not for renovations or upgrades, etc.) |
Un-Reported Income
If your business takes in cash that is unreported on your source document, please add it below. |
| Un-Reported Income |
|
Business Desireability
Answer the following questions to adjust for the desireability of your business. |
| Type of Business |
|
| Is it a Franchise? |
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| Type of Work |
Use "Skilled" when the buyer needs specialized knowledge to replace the owner (i.e. auto mechanic, programmer, etc.), and "Labor" when the buyer will need to do labor without specialized skills (i.e. carpet cleaning, lawn maintenance, etc.) |
| Owner Hours |
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