Know Your
Value Drivers
Your Business Is Worth More Than Its Bottom Line.
Buyers look beyond the numbers. Management strength, predictable revenue, efficient operations, and growth potential all influence what they’re willing to pay.
Take our free 10-question Business Value Assessment to discover your company’s strongest value drivers, identify opportunities to increase value, and gain insight into how buyers may view your business.
Discover What Drives Your Company’s Value—and How to Increase It
Answer 10 questions to learn the key factors driving your company’s value, identify potential buyer concerns, and uncover opportunities to strengthen your market position.
Receive your personalized Value Assessment, highlighting your company’s strongest value drivers and the areas where improvements could help maximize value before a sale.
Begin Your Value Assessment
What Drives Your Company's Value?
Your Value Drivers
Opportunities to Increase Value
Find out what your business is worth today.
Whether you're considering a sale in the near future or planning several years ahead, understanding your company's current market value is essential to making informed decisions.
Our complimentary business valuation provides a baseline for understanding what buyers may be willing to pay today, where opportunities exist to increase value, and how to position your business for a stronger exit.
You don't need to be ready to sell. Understanding where you stand today gives you more options for tomorrow.
Request Your Complimentary Business ValuationWhat pushes the multiple up — and what drags it down.
Two businesses with the same revenue and profit can sell for dramatically different prices. Buyers don’t just evaluate what a business earns today—they evaluate the quality, predictability, and transferability of those earnings.
Pushes it up
- Recurring Revenue: Long-term service agreements and predictable customer relationships.
- Revenue weighted to service over one-off projects
- Management Depth: A business that operates successfully without the owner being there.
- Customer Diversification: A broad customer base without overreliance on one account.
- Clean Financials & Systems: Accurate reporting, documenting processes, and organizing records
Drags it down
- Owner Dependency: The owner is the primary salesperson, estimator, operator, or relationship holder
- Customer Concentration: A significant portion of revenue depends on one or two customers
- Unpredictable Revenue: Heavy reliance on project-based work with inconsistent performance
- Financial Uncertainty: Commingled personal expenses, inconsistent reporting, or incomplete records
Value is built long before you go to market.
Analysis
Planning
Strengthen
Market prep
Close
Some Quick Answers to Common Questions.
Our valuation method is based on a multiple of cash flow. The free valuation will give you a range of where you can expect a successful transaction to be completed within.
Confidentiality is key in maintaining the integrity of the business. We always advise it’s best to wait until the deal is in it’s final stages to inform key personnel.
The sale timeline varies widely depending on preparation more than anything. Unprepared businesses take longer to sell. From listing to close you can expect 6-12 months for a well prepared business.
We typically work with businesses generating $2M to $20M in revenue. Plumbing, HVAC, janitorial, landscaping, commercial maintenance and construction are where we do most of our work.
Yes, we’re based in San Diego and sell throughout California and even Nationally.
It’s the perfect time to get started. Value can be improved before you go to market. 2-3 years is plenty of time to prepare and de-risk the business.
Yes. Identifying a buyer is only a small part of the process. You need your own representation to ensure your interests are protected.
After understanding the potential value of your business, we strongly encourage you to work with your tax advisor or CPA to evaluate the tax implications and structure the transaction in a way that aligns with your goals