What's in your report
✓
Valuation Readiness Score (0–100) with current multiple range estimate✓
Revenue Quality Analysis — recurring vs project, concentration risk, predictability✓
Margin Profile Impact — how your margins compare to what PE buyers expect✓
Key Risk Factors — client concentration, owner dependency, systems maturity✓
Improvement Roadmap — ranked actions with estimated valuation impact in $✓
Benchmark Comparison — where you sit vs. peer firmsAnswer 15 questions → get your free preview → unlock for $249
1
Firm Basics
2
Financials
3
Client Portfolio
4
Operations
Firm Basics
Tell us about your firm. Your information is kept confidential.
$
Financial Profile
Key financial metrics that PE buyers examine first. Estimates are fine.
%
Revenue minus direct labor & project costs
%
Earnings before interest, taxes, D&A
%
Compound annual rate, last 2 years
%
Average billable hours / total hours
Client Portfolio
Concentration metrics are the most scrutinized factor in services firm M&A due diligence.
%
Your single largest client as % of revenue
%
Your 3 largest combined as % of revenue
%
Retainer / subscription revenue
mo
Average relationship length in months
Business Structure & Operations
Operational dependency is a valuation multiplier — or a haircut.
%
% of owner/partner time billed to clients
Staff whose departure would materially hurt the firm
Before you submit: All valuations and projections in your report are labeled [ESTIMATE] and are for informational purposes only. Nothing in this analysis constitutes financial, legal, or investment advice. Always [SEEK EXPERT ADVICE] from qualified advisors before making business decisions.
Generating your analysis...
Our AI is analyzing your firm against M&A benchmarks and building your personalized report.
Scoring revenue quality and concentration risk...
Benchmarking margin profile against PE targets...
Identifying key risk factors and valuation haircuts...
Building improvement roadmap with $ impact estimates...
Finalizing your Valuation Readiness Score...