Step 1 · Onboarding

Tell us about your business.

Auto-saved as you go. Most owners finish in under 15 minutes — no spreadsheets required.

Business name

Industry

Location

Year founded

Number of employees

Use the cleanest numbers you have. We'll help reconcile.

Revenue

EBITDA

SDE

Owner salary above marketW-2 paid to owner above the market rate to replace him in the role.+$120,000
Personal vehicle expenseTruck and fuel expensed through the business.+$8,000
Owner family health insuranceFamily health insurance paid by the company.+$14,000

Adjusted SDE with applied add-backs$313,000

Owner involvement

PassiveDay-to-day driverActive

Customer concentration

No customer >10% of revenueOne customer 10–25%One customer >25%

Real estate

Owned (included in sale)Owned (separate)Leased

Tell us in your own words

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