Free Business Evaluation Worksheet
The same handful of numbers we ask for first — revenue, owner pay, equipment, recurring work — laid out on one page so you can see what your company looks like to a buyer.
About three minutes. No financial statements needed yet — just the basics, so we can come back to you with something useful.
Nothing you send is listed, shared, or shown to anyone else. Your crew and customers never hear about it from us.
Five questions, no contact information, nothing saved. It won't give you a price — it will show you how buyers think about a company like yours, and which parts of yours move the number.
These free worksheets are the same ones we'd hand you at the first meeting. Nothing to send us, and no obligation either way.
The same handful of numbers we ask for first — revenue, owner pay, equipment, recurring work — laid out on one page so you can see what your company looks like to a buyer.
Three years of returns, the equipment loans, the lease, the licenses. What to gather before you talk to anyone, and where owners usually get stuck.
Trucks, tools, inventory, the shop. A simple list you can fill in over a weekend — and one buyers take seriously because it is written down.
Plain English on how trade businesses get valued — earnings, recurring service, crew, reputation — and what gets discounted.