A clear, confidential first look at what your business may be worth today, where value and risk are concentrated, and the distance between where you are and where you want to be.
Most owners hold the majority of their net worth inside a single, illiquid asset — their business — yet few have a current read on its value or its readiness to transition on their terms. This short assessment begins to change that.
There are no right or wrong answers — candid responses produce the most useful read. For each statement you'll choose where you land on a five-point scale, from Strongly Disagree to Strongly Agree. Estimates are perfectly fine for the financial questions.
So your advisor can prepare a report specific to you. Figures may be estimates.
For "profit," use your best estimate of normalized pre-tax profit (often called owner earnings or adjusted EBITDA). It's fine to approximate.
Transition planning starts with the end in mind — your timing, your target, and your own view of value today.
Your responses have been received. Michael Smith, CEPA®, will personally prepare your Value Gap Report and contact you to walk through it together — typically within two business days.
Questions in the meantime? Call Avidian Wealth Solutions at (281) 822-8800.