Business Valuation Readiness and Value Driver Review
Understand what affects company value.
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Help me see what would raise or lower the value of my business before any sale or investment conversation. This is a readiness review, not a valuation or financial advice. Business: [BUSINESS_DESCRIPTION]. Revenue, profit, and growth: [FINANCIAL_SUMMARY]. Team and owner role: [TEAM_AND_OWNER_ROLE]. Go through this checklist and mark each item Strong, Adequate, Weak, or Unknown, with a sentence of evidence from what I wrote: [ ] Three years of clean, reconciled financial statements [ ] Profit that does not depend on one-off events or owner perks [ ] Recurring or repeat revenue [ ] No single customer large enough that losing it would threaten the business [ ] Documented processes that run without the owner [ ] A management team that can operate without me [ ] Contracts, licenses, and intellectual property in the company name [ ] No unresolved legal, tax, or compliance issues [ ] Growth that is explained by clear causes [ ] Tidy records for customers, suppliers, and employees Then rank the five weakest items by their likely effect on value, and give a 12-month improvement plan. List the questions a buyer's adviser would ask first. Remind me to consult an accountant or a business broker for any actual valuation. Everything you calculate or conclude is an estimate; use my inputs and no outside assumptions. Treat the exercise as organizing help, not accounting, tax, legal or investment advice. Let an accountant or financial adviser who knows [JURISDICTION] confirm the output before it informs a decision.
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