ICON TOOLKIT – VALUATION
Know Exactly What Your Business Is Worth
A PE-grade business valuation report built on real transaction data, verified industry multiples, and the same methodology used by investment bankers. Not a ballpark. A number you can defend.
WHAT YOU GET
A Report Built for the Boardroom
Most valuations are PDF templates with placeholder language. Ours are built by operators who have sat across from PE firms, family offices, and strategic acquirers. Every section is written to hold up in diligence.
Enterprise Value Range
Low, mid, and high scenario valuations using SDE, EBITDA, and revenue multiples cross-referenced against verified comparable transactions.
Market Comp Analysis
Recent closed transactions in your industry and geography. Real multiples, deal structures, and buyer types – not outdated databases or national averages.
Adjusted EBITDA Build
We normalize your financials the way a buyer will, adding back owner salary, one-time expenses, and non-recurring items to show true economic earnings.
Value Driver Assessment
What is working in your favor and what is dragging your multiple down. Specific, actionable findings across eight dimensions every buyer evaluates.
Buyer Type Mapping
Which category of buyer is most likely to pay a premium for your business and why. Strategic, PE, family office, or operator – each values your company differently.
Value Creation Roadmap
Three to five specific actions that could add meaningful value to your multiple within 12 to 18 months. Prioritized by impact and feasibility.
WHEN OWNERS NEED THIS
Four Situations That Demand a Real Valuation
Before Going to Market
Listing without a defensible valuation is a negotiating disadvantage from day one. Know your number before any buyer sees your business.
Partnership Buyout
Partner transitions require an independent, documented valuation that both parties can stand behind. We provide the analysis and the narrative to support clean resolutions.
Estate Planning
Transferring equity to family members, trusts, or key employees requires documented fair market value. Our reports are built to withstand scrutiny from CPAs and attorneys.
Capital Raise or SBA Financing
Lenders and investors want proof your business is worth what you say. A credible valuation report accelerates approval and protects your equity position.
Ready to Know Your Number?
Every conversation is confidential. Start with a 20-minute call – we will tell you exactly what the process looks like and what your report will cover.
Or call 615-931-0001