Free
Free Business Summary
Freeno credit card required
Every business owner receives a free one-page summary card after completing the assessment — includes basic valuation range, SDE estimate, and key business stats. No payment required.
- Free valuation range (Conservative / Base / Optimistic)
- SDE estimate with weighted multiple
- Key business stats at a glance
- SBA financing snapshot
- 15-minute guided AI conversation
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HTML, single page · pre-paywall preview
Tier 1
Snapshot Assessment
$79once
Single Valuation Report. Quick ballpark for owners testing the market or pricing a casual conversation with a buyer.
- Business Valuation Report
- SDE estimate & industry multiple
- Three-scenario value range (Conservative / Base / Optimistic)
- SBA financing snapshot
- Same-session delivery
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HTML, ~6 pages
Tier 2 — Most Popular
Full Assessment
$299once
4 comprehensive M&A documents — everything you need to go to market.
- 1. Business Valuation Report — with embedded SDE Normalization Schedule + Strategic Position Context
- 2. Confidential Information Memorandum — opens with Executive Summary
- 3. Strategic Gap Analysis — Deal Risk Flags + Tax Optimization built in
- 4. AI Integration Roadmap
- Same-session delivery · ~40 pages total
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4 comprehensive M&A documents · individually downloadable
Tier 3
Enterprise
$699once
5 institutional-grade M&A documents at deeper Opus depth — including the Strategic Deep Dive that bundles Goodwill, Tax Strategy, and Advanced Normalization.
- 1-4. All Full Assessment reports at deeper Opus depth
- 5. Strategic Deep Dive — Digital & Brand Equity, Goodwill Quantification, Tax Strategy, Multi-Year Growth Modeling, Acquirer-Specific Drivers, Exit Optimization, Advanced Normalization
- Encrypted document upload with AI extraction + verification tags
- Expense Anomaly Review against industry benchmarks
- Multi-Location Intelligence (when applicable)
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5 institutional-grade M&A documents · ~65-80 pages total