← DTA HomeFREE DUAL TRACK SNAPSHOTQuick Valuation →

ONE BUSINESS. TWO TRACKS.

See what may be helping value—and what may be holding it back.

This free Snapshot goes beyond the valuation range by organizing the preliminary drivers, risks, evidence questions, and priorities behind it. It remains an unverified self-assessment, not a more precise valuation.

What this adds

Broader and more actionable—not falsely precise.

The Quick Valuation asks: What might the company be worth?

The Snapshot adds: Why might it be worth that, what may be affecting EBITDA or the multiple, and what should be examined first?

How the sliders work: Material score changes update the illustrative readiness-adjusted value and value gap in real time. The movement shows direction and relative significance—not a guaranteed dollar result.

A DTA engagement adds: Objective review, supporting evidence, deeper analysis, prioritization, and scoped planning or implementation support.

1. Growth & profitabilityRevenue and earnings are growing predictably.Primary connection: EBITDA + multiple

2. Recurring revenueRevenue is repeatable, contracted, or subscription-like.Primary connection: EBITDA + multiple

3. Customer concentrationNo single customer creates material vulnerability.Primary connection: Multiple

4. Owner independenceThe company can perform without the owner in daily operations.Primary connection: Multiple

5. Management teamA capable team owns results across key functions.Primary connection: EBITDA + multiple

6. Financial qualityFinancial statements are accurate, timely, and buyer-ready.Primary connection: Multiple

7. Processes & systemsCritical workflows are documented and consistently followed.Primary connection: EBITDA + multiple

8. Competitive positionThe company has defensible differentiation and attractive markets.Primary connection: EBITDA + multiple

9. Legal & diligence readinessContracts, records, compliance, and ownership matters are clean.Primary connection: Multiple / terms

10. Exit alignmentThe owner has defined timing, proceeds, role, and life-after-exit goals.Primary connection: Owner outcome

INDICATIVE READINESS SCORE

50/100

Starting valuation estimateThe calculator's base enterprise value carries here automatically on this device.Owner target valueEnter the enterprise-value target you want to plan toward.Target horizon (years)

Illustrative readiness-adjusted value$0+0.0% directional adjustment

Illustrative value gap$0Updates immediately with the readiness sliders. Closing it would require approximately 0.0% annual value growth over 5 years. This is directional arithmetic—not a forecast.

What may be helping value

Exit alignmentSelf-score 5/10 · Owner outcome

Legal & diligence readinessSelf-score 5/10 · Multiple / terms

Competitive positionSelf-score 5/10 · EBITDA + multiple

What may be depressing value

Growth & profitabilitySelf-score 5/10 · EBITDA + multiple

Recurring revenueSelf-score 5/10 · EBITDA + multiple

Customer concentrationSelf-score 5/10 · Multiple

Evidence to validate

Growth & profitabilityConfirm the score with documents, operating data, and an objective third-party review.

Recurring revenueConfirm the score with documents, operating data, and an objective third-party review.

Customer concentrationConfirm the score with documents, operating data, and an objective third-party review.

Three preliminary priorities

Growth & profitabilityScore 5/10 — define one measurable improvement action and the evidence that will demonstrate progress.
Recurring revenueScore 5/10 — define one measurable improvement action and the evidence that will demonstrate progress.
Customer concentrationScore 5/10 — define one measurable improvement action and the evidence that will demonstrate progress.

Review My Snapshot With DTAThe readiness-adjusted value applies a capped DTA-judgment adjustment to the starting estimate so users can see directional effects in real time. It is not a valuation opinion, transaction-comparable analysis, forecast, or promise that improving a score will produce the displayed value. Scores, weights, priorities, and value-gap arithmetic remain unverified and directional. A DTA engagement may review evidence, assumptions, tradeoffs, and priorities only as provided in the written scope.

Start free. Go deeper when useful.

Know what each level provides.

The free tools help frame the questions. A separately scoped DTA engagement can add objective review, deeper analysis, prioritization, planning, and implementation support.

01 · FREE

Quick Valuation

A sourced, directional starting range.

What you receive

Low, base, and high enterprise-value estimates
Indicative gross equity value
Multiple bridge and confidence level
Plain-English methodology and sources

What is not included

Validated adjusted EBITDA or add-backs
Company-specific private comparables
Buyer testing, transaction terms, taxes, or net proceeds
A formal valuation or appraisal

What working with DTA may add

A DTA engagement can review the inputs and earnings adjustments, examine additional relevant evidence, and help establish a more supportable planning range.

Start the Quick Valuation →

02 · FREE

Dual Track Snapshot

A self-assessment of value, readiness, and priorities.

What you receive

Ten directional readiness scores
Owner target value and timing
Illustrative value gap
Three initial priorities

What is not included

Independent validation of your scores or evidence
The full 11-area BMF and value-driver assessment
Company-specific weights or tradeoff analysis
A customized implementation plan

What working with DTA may add

A DTA engagement can challenge the self-ratings, review supporting evidence, identify important gaps, and connect Track One decisions to Track Two outcomes.

Take the Free Snapshot →

03 · WORK WITH DTA

Navigator / Full Assessment

A scoped advisory engagement for deeper analysis and planning.

What an engagement may include

A refined planning range and value-gap analysis
Full BMF and value-driver assessment
Prioritized recommendations and explicit tradeoffs
Relevant private-market evidence when available and appropriate
Strategic/Exit Plan, Blueprint, action owners, timing, or KPIs when included in scope

What is not included

A guarantee of value, financing, or sale outcome
A certified appraisal unless separately engaged
Quarterly reviews, implementation, or transaction services unless included in the engagement
Legal, tax, accounting, or investment advice outside the agreed scope

Additional scoped services

Depending on the agreed scope, DTA can also support implementation, periodic reviews, transaction readiness, financing, acquisitions, recapitalization, or a company sale.

Discuss Working With DTA →

All free outputs are preliminary decision-support tools based on unverified user-provided information. They are not formal valuations, appraisals, or professional opinions. DTA services, deliverables, timing, responsibilities, fees, and limitations are established separately in a written engagement agreement; no single engagement necessarily includes every service described above.

What happens next?

Free Snapshot→Scoped Full Assessment→Strategic/Exit Plan→Blueprint + reviews→Exit / M&A

Later stages are separate services and are not automatically included in a Full Assessment.