Enterprise Value Dashboard
Value your practice, see the 5-year trajectory, and rank the highest-impact improvements
The unified enterprise-value tool: an 8-driver valuation model, a 5-year value projection (labeled growth basis), your position against industry benchmark tiers (2.0×–3.5×), a driver-improvement roadmap, and progress tracking — all from your own inputs.
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The Problem This Solves
You've spent years building your book, but you couldn't tell a buyer what your practice is actually worth today or why. When succession or an ownership transition gets real, you'll be negotiating from a number someone else assigns you, with no idea which levers would have moved your multiple.
✦ You'll walk into Monday knowing your current enterprise value and the two or three changes that raise it most before you ever sit across from a buyer.
Tool Details
How It Works
Enterprise value is estimated as annual revenue × a value-driver-adjusted multiple. Eight drivers (recurring revenue, client concentration, systems documentation, growth trajectory, team capability, client quality, operational efficiency, market position) each score 0–100 from your inputs; the weighted score maps to a multiple from 1.5× (transaction-grade) to 5× (premium). The 5-year projection grows your revenue at a labeled assumption and applies your current, optimized, and top-quartile (2.75×) multiples — illustrative, not a forecast. Benchmark positioning places your current multiple against industry tiers: base 2.0×, average 2.5×, top-quartile 2.75×, elite 3.5×. The roadmap ranks drivers by improvement headroom × weight so the highest-value moves surface first.
Data Sources
- •Your practice inputs (revenue, recurring %, client mix, systems, team, growth)
- •8-driver value model → revenue multiple (1.5×–5×)
- •Industry benchmark tiers (2.0× base / 2.75× top-quartile / 3.5× elite)
Audit Parameters
- •Model: 8-driver multiple (1.5×–5×)
- •Projection: labeled growth assumption over 5 years
- •Benchmarks: RIA multiple tiers
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