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Business Valuation Readiness Guide
A practical guide for U.S. business owners preparing for a valuation, M&A process, or shareholder transaction. Understand what drives value, what buyers scrutinize, and how to avoid the most common mistakes.
What is inside
A practical roadmap for valuation preparation.
- How to normalize EBITDA and identify real add-backs
- The documents buyers and valuation professionals will ask for
- Common red flags that reduce valuation multiples
- How customer concentration and recurring revenue affect value
- Working capital, CapEx, and cash flow adjustments explained
- When to use a DCF vs. comparable transactions vs. asset approach
- How to prepare for a Quality of Earnings (QoE) review
- Checklist: 30-day pre-valuation action plan
PDF Guide
Ready to use immediately
The guide is designed for owners of privately-held companies in the $5M–$150M enterprise value range. Download it now and use it as a working checklist with your leadership team or advisors.
Download PDFWhy valuation readiness matters
Small preparation gaps can become large valuation gaps.
Defend your numbers
Buyers and valuation professionals will challenge your EBITDA, add-backs, and working capital. The guide shows you how to prepare defensible adjustments before they ask.
Maximize value
Understanding value drivers — recurring revenue, customer concentration, margin quality — lets you position the business where it commands the best multiple.
Accelerate the process
A prepared seller shortens due diligence, reduces renegotiation risk, and signals to buyers that the business is professionally managed.
Want a partner to walk through your specific situation?
Download the guide, then email us with your company profile. We will give you a candid view on likely valuation range, market conditions, and timing.