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Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
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1
Revenue & Expenses
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Owners
Not started
Owner details
3
Final Details
Not started
Gen 2 advisors
A client representing more than 10% of revenue
Back
The reason we ask this question
We need to understand the composition of your total revenue. In general recurring revenue will receive different treatment than non recurring in the valuation process.
What is your Recurring & Non-Recurring Revenue?
Total recurring revenue
Total non-recurring revenue
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Back
1
Revenue & Owner Compensation
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Revenue & Owner Compensation
Not started
Owner details
3
Revenue & Owner Compensation
Not started
Gen 2 advisors
A client representing more than 10% of revenue
Back
1
Revenue & Expenses
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Owners
Not started
Owner details
3
Final Details
Not started
Gen 2 advisors
A client representing more than 10% of revenue
Back
The reason we ask this question
In general, income derived from 1099 advisors is not able to be monetized in a standard acquisition unless the 1099 advisors participate in the sale. Please note the valuation estimator does not account for this reality. Please speak to an Alaris representative for clarification.
Does any component of your revenue, come from 1099 Advisors?
Custom CSS
Yes
No
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Add business profile
Back
1
Revenue & Owner Compensation
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Revenue & Owner Compensation
Not started
Owner details
3
Revenue & Owner Compensation
Not started
Gen 2 advisors
A client representing more than 10% of revenue
Back
1
Revenue & Expenses
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Owners
Not started
Owner details
3
Final Details
Not started
Gen 2 advisors
A client representing more than 10% of revenue
Back
The reason we ask this question
In order to have a more accurate view of your valuation we need a clear understanding of your operating expenses. For purposes of this data please remove any compensation (salaries, draws, retirement plan contributions, distributions etc) for owners. OPEX should only include things like staff, rent, vendor expenses, technology, marketing, travel etc.
What are your estimated operating expenses
Operating expenses are defined to be all costs associated with the business after removing owners compensation. Please remove owner base comp, bonuses, perks etc., from the operating expense figure.
Estimated operating expenses
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Add business profile
Back
1
Revenue & Owner Compensation
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Revenue & Owner Compensation
Not started
Owner details
3
Revenue & Owner Compensation
Not started
Gen 2 advisors
A client representing more than 10% of revenue
Back
1
Revenue & Expenses
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Owners
Not started
Owner details
3
Final Details
Not started
Gen 2 advisors
A client representing more than 10% of revenue
Back
The reason we ask this question
The amount of income you retain in your existing business is a negotiating point in a transaction. A general rule of thumb is buyers will seek client facing owners to retain ~20-25% of top line revenue as a baseline for owner replacement costs.
What is your Retained Owners Compensation?
Input the amount of your current cash flow that you need to retain to meet your current living needs. Keep in mind, Buyers will require you retain enough cash flow to hire a replacement if something were to happen to you (i.e. a death, disability etc.,).
Retained owners compensation
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steps
4/7
Add business profile
Back
1
Revenue & Owner Compensation
In progress
Recurring/Non-Recurring Revenue
Revenue come from 1099 Advisors
Estimated Operating Expenses
Retained Owners Compensation
2
Revenue & Owner Compensation
Not started
Owner details
3
Revenue & Owner Compensation
Not started
Gen 2 advisors
A client representing more than 10% of revenue
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