Sample report — fictional business

Cascade Mechanical HVAC

HVAC / Trades · Pacific Northwest · 12 years in business

Estimated value range Health 65/100

$941.6K – $1.5M

Median estimate: $1,223,426

Six valuation methods

SDE Multiple

low

$1.1M

$905.3K – $1.4M · 2.76× multiple

Most common method for owner-operated SMBs. Earnings reflect total benefit to a working owner. Multiples are planning assumptions, not market guarantees.

EBITDA Multiple

low

$1.1M

$839.5K – $1.3M · 4.10× multiple

Standard for businesses with a hired-out owner. Used by most strategic and PE buyers. Multiples are planning assumptions, not market guarantees.

Revenue Multiple

low

$627K

$424.6K – $930.6K · 0.57× multiple

Useful sanity check, especially for high-growth or low-margin businesses. Revenue multiples are planning assumptions and ignore profitability.

Discounted Cash Flow

medium

$1.9M

$1.4M – $2.4M

5-year projection at 9.3% growth, 20% discount rate, 2.5% terminal growth.

Asset-Based Floor

medium

$313K

$266.1K – $360K

A floor for asset-heavy businesses. Most going concerns sell well above this.

Comparable Sales

low

$1.1M

$797.5K – $1.4M

Placeholder estimate. Live comp matching from BizBuySell / IBBA data is in development.

Value Health Score

financial performance20/20

revenue quality5/15

owner independence7/20

customer concentration10/10

growth trend8/10

documentation5/10

management team5/10

data quality5/5

What's suppressing value

High owner dependence

+$120K – $200K

Owner works ~55 hrs/week and is involved in sales, ops, and customer relationships. Buyers will see a single point of failure.

Low recurring revenue

+$80K – $130K

Only 12% of revenue is from service contracts. Recurring revenue commands a premium multiple.

Partial documentation

+$40K – $70K

Without complete SOPs and a documented playbook, transition risk reduces multiple. Buyers discount what they can't verify.

Ready to run yours?

Get your own valuation, recommendations, and what-if builder in about 15 minutes.

Start free

ValuRight.ai outputs are software-generated planning estimates. They are not certified appraisals, tax advice, legal advice, investment advice, or guaranteed sale prices.