Begin by identifying the sources of revenue and whether you have 1099 or W2 advisor(s) on your team
Step 1: Revenue Ownership
Select One*
Do you have any amount of revenue associated with 1099 advisors?
Step 2: Sources of Revenue
Check all that apply*
Which sources of revenue do you accept?
Recurring Revenue Sources
Non-Recurring Revenue Sources
Step 3: Amount of Revenue Per Source
Input the amounts you anticipate this year*
Select your revenue types in the sources of revenue section.
Total Revenue
$0
Percentage Recurring %
0%
Percentage Non-recurring %
0%
Input the amount of operating expenses you anticipate this year.
Step 4: Operating Expenses (OPEX)
Operating expenses include all costs associated with running the business EXCEPT owner's compensation.
Earnings Before Owners Compensation (E.B.O.C.)
Subtracting your Opex from total revenue results in Gross Profits, otherwise known as earnings before owners compensation or E.B.O.C.
E.B.O.C Value
0
Step 5: Owner Draw / Salary
Input an amount that you need to meet your living expenses. Buyers will negotiate this with you, a good ballpark minimum is ~ 20% of top-line revenue.
Let’s adjust the P&L to account for any cost reductions / synergies with the buyer.
Your Current P&L
Gross Recurring Revenue
$0
Gross Non-Recurring Revenue
$0
Total Revenue
$0
Operating Expenses
$0
Gross Profits (E.B.O.C.)
$0
Owner Salary / Draw
$0
EBITDA
$0
Adjustments
Your Adjusted P&L
Gross Recurring Revenue
$0
0%
Gross Non-Recurring Revenue
$0
0%
Total Revenue
$0
0%
Operating Expenses
$0
0%
Gross Profits (E.B.O.C.)
$0
0%
Owner Salary / Draw
$0
0%
EBITDA
$0
0%
The figures presented in this calculator constitute neither a formal valuation nor an intent to purchase your enterprise. All valuation data presented herein are solely approximate values and should not be interpreted as a binding or definitive valuation by Alaris Acquisitions, LLC.
Your EBITDA
0
Your revenue is comprised of 0% recurring and 0% non-recurring
EBITDA Margin
0%
Standard Valuation Ranges
We apply a multiple to your EBITDA to determine a low, medium and high valuation. This chart shows your projected valuation range based on your EBITDA.
Low Range
Mid Range
High Range
> 500K
3
4
5
500K - 1M
6
7
8
1M - 2M
7
8
9
2M - 3M
8
9
11
3M - 5M
9
10
12
5M +
10
12
13
Your Blended Multiple Range
Your revenue mix plays a significant role in your valuation. You indicated you have both recurring and non-recurring revenue. So, to determine your most accurate valuation range, we use a blended multiple, as non-recurring revenue receives about half the valuation multiple of recurring revenue.
Valuation Multiple Range
Dollar Valuation Range
Your Blended Multiple
3.0
4.0
5.0
$0
$0
$0
0
0
0
