Business Valuation & Exit Planning
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Understanding what your company is truly worth is more than a math exercise. It’s a strategy conversation about performance, risk, and timing. At Fiscal Wealth Partners (FWP), we combine CPA rigor with KPI‑driven analytics to deliver valuations you can use—for negotiations today and for value‑building tomorrow. If you’re exploring a sale, planning succession, bringing in investors, or simply want a clear baseline, we’ll help you know your number and how to grow it.
What you’ll get with FWP
- A defensible valuation grounded in clean financials and accepted methods
- Clear linkage between valuation and the KPIs that move it (m in your y = m×x + b)
- A practical exit‑readiness plan that minimizes friction and taxes
- Plain‑English guidance so you can make confident decisions
When You Need a Valuation
No matter the trigger, our process begins by clarifying your objective: What decision will this valuation inform, and what result are you aiming for? We align the analysis—and the messaging—to that outcome.
Methods & Factors That Drive Value
We use accepted valuation approaches—then tailor them to your revenue model, margins, and market dynamics. Most engagements blend two or more of the following methodologies:
Income Approach
Uses DCF or capitalization of earnings to convert future cash flows into today's value using an appropriate discount or capitalization rate.
Market Approach
Benchmarks your company against guideline public or private comps, recent transactions, and EBITDA/Revenue multiples from comparable deals.
Asset-Based Approach
Values tangible assets and identifiable intangible assets minus liabilities. Most relevant for asset-heavy or distressed businesses.
Beyond methodology, value depends on stability, risk, and the quality of earnings. We evaluate core drivers such as:
Operational & Financial Drivers
- Revenue concentration and customer diversification
- Gross margin stability and pricing power
- Customer retention and contract quality
- Working capital efficiency and cash conversion
- Recurring revenue and backlog visibility
- Management depth and operational maturity
- Compliance exposure and industry-specific risks
KPI-to-Value Mapping
Our differentiator: KPI mapping to valuation. Using our y = m×x + b framework, we identify the KPIs (x) that most impact performance (y) and assign practical weights (m).
Industry examples include:
- Professional Services: utilization, effective hourly rate, client concentration
- Construction/Trades: gross margin by job, WIP accuracy, change-order capture rate
- Healthcare/Dental: production per provider, payer mix, hygiene re-appointments
- SaaS/Tech: ARR/MRR growth, churn, LTV/CAC, net revenue retention
You’ll see how even a 1–2 point improvement in the right KPI flows through EBITDA and the valuation multiple—helping you prioritize the initiatives that create true enterprise value.
Our 5-Step Valuation & Exit-Readiness Process
Discovery & Goal Setting
Clarify purpose, parties, timing, and sensitive constraints.
Data & Normalization
Clean financials, normalize owner comp/non-recurring items, and reconcile revenue recognition.
Methodology & Modeling
Apply income, market, and asset approaches; test scenarios; and triangulate a defensible range.
KPI-to-Value Bridge
Tie value to 3–5 KPIs and model upside/downside with a simple sensitivity matrix.
Exit-Ready Roadmap
Create a 90-, 180-, and 365-day action plan covering financial hygiene, tax structure, risk reduction, documentation, and storytelling.
Preparing for a Profitable Exit
Great exits are made—not found. We help you reduce buyer risk and increase multiple with targeted, doable improvements:
- Close books monthly with clean P&L/BS/CFS and variance commentary
- Lock in recurring revenue and long‑term contracts where possible
- Smooth revenue volatility; diversify customers and suppliers
- Implement pricing discipline and margin guardrails
- Document processes, IP, and key employee agreements
- Optimize working capital and renegotiate unfavorable terms
- Coordinate tax‑efficient structure (e.g., asset vs. stock sale implications) with your attorney
We don’t just hand you a report. We build the playbook, coach implementation, and track progress against the KPIs that buyers and lenders care about.
What You Receive
Executive summary with valuation conclusion and range
Cleaned and normalized financials + adjustments schedule
Methods, assumptions, and support for discount/cap rates and multiples
KPI bridge showing how improvements translate to enterprise value
Exit‑readiness scorecard and phased roadmap (90/180/365 days)
Optional: presentation to stakeholders, buyer/investor prep Q&A
Frequently Asked Questions (FAQs)
Most small and mid-market valuations take 2–4 weeks once all data is submitted. Complex engagements—multiple entities, disputes, or historical rebuilds—may take longer.
Yes—both. We deliver either a calculation of value or a conclusion of value, depending on your purpose, required defensibility, transaction size, and budget.
Yes. Our KPI-to-value bridge and exit-readiness roadmap highlight the fastest, most reliable ways to increase EBITDA and enterprise value multiples before going to market.
Worried your tax refund is smaller than it should be?
Multiple income sources, overlooked deductions, and rushed filing.
We maximize refunds through proactive, advisor-led preparation.