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Home
Who We Are
About The Company
Our Story
Our Companies
Investments
What We Do
Philiosophy & Investment Approach
Investor Opportunity
Contact Us
Request A Confidential Valuation Report
Confidential Valuation Report
Valuation Tool
What is the Name of your Business?
What is your name?
What is your position in the company?
What is your email? (Used to send you a copy of the assessment only)
What is your business' annual EBITDA for the past 3 years?
What are your company's annual revenues?
How much, as a percentage of EBITDA, is required to be invested each year in maintaining your capital equipment?
What percentage of revenue do your top 5 customers represent?
What would you (or a new owner) need to pay to attract a key person(s) to take over your role at your company?
What industry or business segment most closely represents your business model?
Select one
Construction
Energy services
Professional services
Industrial services
Contract or job manufacturing
Other
Speciality retail
Speciality propreitary manufacturing
Wholesale distribution
Healthcare services
Franchising
What is the main reason your are considering a sale of your business?
Select one
Business challenges
A young entrepreneur looking to pursue my next opportunity
Shareholder dispute, business otherwise sound
Early 60's looking to enjoy the next phase of life
Over 70, it's time to transition
Other
What percentage of your revenues are recurring in nature?
How many employees are in your business?
What type of management team do you have in your business?
Select one
Owner runs business - no core management
2nd tier managers in place
Core management team in place, owner still involved
New GM/President < 2 years
Pro team (president, CFO, COO)> 2 years
How would you rate and describe your documented systems, policies, procedures and processess?
Select one
Minimal documentation, years of knowledge in place
Some documentation in place
Everything is documented and followed by employees
Does your business have a distinct advantage or key differentiator compared to competitors in your industry?
Select one
Industry is commoditized
Pricing advantage
Customer service and employee engagement
Long history with repeat customers
Unique Selling Proposition
What year was the company started?
Assuming the prospects for your business positive, how much higher could your businesses profit be in 5 years with normal investment level? (As a percentage)
How resilient is your business to the economic cycles? How did your business fare during the last economic recession?
Select one
Business was severely impacted
Was somewhat negatively impacted
Neutral
Business gained ground against competitors
Business flourished, was stronger
How much bank debt does your business currently carry?