Discovery Valuation
90 minutes. One number.
The truth about your equity.
The Owner Equity Discovery Valuation is a 90-minute session that produces a present-value range and an identified equity gap — powered by the proprietary EBITDA valuation system with real-time industry multiples.
What Happens in the Session
50-point diagnostic. AI-powered valuation. Concrete dollar terms.
Current-State Review
Revenue, EBITDA, owner hours, growth rate, and customer concentration. A quick, honest snapshot of where the business stands today.
50-Point Diagnostic
All 10 value engines assessed through the diagnostic questionnaire. Each response contributes to an overall Quality Score that directly impacts the valuation calculation.
Valuation & Projection
Current valuation range presented using real-time NAICS-coded industry multiples. Scenario Mode projects the 36-month enterprise value if the top three engines are addressed.
What You Walk Away With
The gap between where you are and where you could be.
- Current enterprise valuation range based on real-time NAICS multiples
- Quality Score across all 10 value engines
- 36-month projected enterprise value if top engines are addressed
- Concrete ROI projection (e.g., "$144K advisory investment → $6.5M projected value increase")
- Identified equity gap in dollar terms
- Clear next steps if there is mutual fit
Scenario Mode
The system calculates projected valuation increases based on realistic operational improvements, providing a clear roadmap and value justification for the engagement.
This is the moment the prospect sees the gap between their current value and their potential value — in concrete dollar terms.
The Filter Test
Free, but not unqualified.
The Discovery Valuation is free but not unqualified. Prospects pass the Filter Test (6 of 8 criteria, or 7 of 8 for Founders Path) before it is scheduled.
Less Operator. More Owner. Higher Multiple.
If you can articulate an enterprise value number that would make the next 36 months a win, we should talk.