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.
Owner resources
Everything here is free, and none of it requires you to sell anything to anybody. These are the same worksheets and checklists we walk through with owners — written for a tradesman, not an investment banker.
Use them on your own, on your own timeline. If you ever want a second set of eyes on what you find, we're here.
We ask for a first name and email so we can send the file and let you know when we add more. Nothing is shared with anyone.
Getting Exit-Ready
Practical prep work. Most of it takes a weekend, and every bit of it raises what your company is worth when the day comes.
Get Your Documents in Order Checklist
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.
The Asset Inventory Worksheet
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.
The Know-Your-Roles Worksheet
Who really does what in your company, including everything that quietly runs through you. The first step toward a business someone else can take over.
The Exit-Ready Scorecard
An honest self-check across books, crew, customers and processes, so you know which parts are ready and which need a year or two of work.
The 24-Month Exit Prep Timeline
What to do two years out, one year out, and in the final ninety days — in the order that actually raises your number.
The Owner-Dependency Test
A short set of questions that shows how much of the company lives in your head. This one moves price more than almost anything else.
Understanding the Sale
How trade businesses actually get valued and sold — including the parts a buyer would rather you didn't ask about.
What Buyers Actually Pay For
Plain English on how trade businesses get valued — earnings, recurring service, crew, reputation — and what gets discounted.
Seller-Financed Notes 101
How a down payment, interest rate, term and security work when the business pays you monthly — including the questions to bring to your attorney.
The Confidentiality Playbook
How to explore a sale without your crew, customers or competitors hearing about it before you're ready to tell them yourself.
What might my business be worth?
An interactive illustration you can run yourself in about a minute. Five questions, no contact information, and it shows the logic buyers use instead of one fake-precise number — plus the two or three things in your own answers that would raise it.
Educational illustration only — not a valuation, appraisal, or offer.
Try the estimatorWant a straight answer instead of a worksheet?
Send us the basics and we'll come back to you personally within one business day. No pressure, no obligation, and nothing gets listed anywhere.
Get my confidential business evaluationThree to five years out? Modernize before you exit.