Business Valuation
Know What Your Business Is Truly Worth — Before It Matters Most
Every exit plan begins with a number. Without an accurate understanding of your business’s current value, you cannot know whether you are ready to exit — or how much work remains to get there.
Why Valuation Matters
The Gap Between What You Think and What the Market Says
Most business owners significantly over- or under-estimate the value of their business. That gap — between perceived value and actual market value — is one of the most consequential blind spots in exit planning. It affects every decision: when to exit, how to exit, and whether you can afford to exit.
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At Exit Planning Strategies, we utilize a leading business valuation software used by thousands of advisors nationwide — to provide you with a realistic, data-driven estimate of your business's current market value. Grounded in your actual financial data and benchmarked against industry-specific comparables, it gives you a meaningful starting point for informed planning conversations.
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At Exit Planning Strategies, valuation is not a one-time event. It is a planning tool — used to set a baseline, measure progress, and make informed decisions at every stage of your transition journey.
What Drives Business Value
Revenue Quality & Predictability
Recurring revenue, diversified customers, and long-term contracts increase transferable value significantly.
Management Depth
A business that can run without the owner is worth more than one that cannot. Key employee strength is a direct value driver.
Documented Systems & Processes
Businesses with documented operations are less dependent on any one person — and more attractive to buyers and successors.
Clean Financials
Accurate, well-organized financial records reduce buyer risk — and increase the price a buyer is willing to pay.
Growth Trajectory
A business with a credible growth story commands a premium. Stagnant or declining revenue suppresses value.
“Dyanne helped us clarify our objectives and evaluate how much money we would truly need to comfortably retire. This was done in a manner that was easy to understand and not clouded by a financial advisor trying to push their products. Your independent evaluation was immensely helpful.”
— President, Wholesale Supply Company, Minnesota
The Valuation Process
Methodology to Action Plan
01
Methodology
Similar to the process used by professional appraisers. The format facilitates the application of valuation methodologies from three major valuation approaches – Income, Market and Asset. Begins by gathering as many as 150 different data fields. With up to three years of financial data input.
02
Four Estimates of Value
The Report includes four business valuation estimates: Asset – Equity – Enterprise – Liquidation Values. Business owners and their advisors should understand what each estimate represents, how they are calculated and when they should be used.
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Key Performance Indicators
Calculations based upon the analysis of company-specific data and compared to industry-specific averages linked to millions of other businesses. Useful measures of the overall financial and operational health and growth of the business. Used by value acceleration coaches and potential acquirers in a variety of real-world settings.
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Gap Identification
We compare your current value against your financial independence number — the amount you need from the sale or transfer of your business to fund the life you want after ownership. If a gap exists, we identify it clearly.