Interactive tools
Preliminary analysis, honestly framed.
Each tool provides genuinely useful groundwork for a decision: organizing what you know, exposing what you do not, and showing the arithmetic in full. Everything runs in your browser. Nothing you enter is transmitted or stored, no email is required, and no result hides behind a form.
Available tools
Business Value Range Estimator
Select the closest business type, enter what you know, and get an illustrative enterprise-value range with the method, benchmark sources, normalization ledger, equity bridge, and sensitivities shown in full. Declines to guess when inputs cannot support a range.
Sale Readiness Diagnostic
Fifteen questions that mirror what buyers test in diligence, across financial foundation, revenue quality, organization, legal records, systems, and owner readiness. Honest scoring, visible methodology, and preparation priorities.
Acquisition Financing Scenarios
Sources and uses, leverage, year-one interest and amortization, and illustrative debt-service coverage for a structure you define. Synergies are shown separately, never blended into the base case.
LOI Terms Explorer
The ten terms that decide most letters of intent, explained from your side of the table: what each means, why the other side wants it, the questions to ask, and who should review it.
First-Conversation Brief Builder
Turn a loose situation into a one-page brief: objective, stage, timing, resources, and the main uncertainty. Copy it, print it, or email it. Useful with any adviser, including this one.
These tools are preliminary and educational. They are not appraisals, valuation opinions, financing offers, or legal, tax, accounting, investment, or regulatory advice, and their outputs rely on unverified information you provide. Where benchmarks appear, their sources and effective dates are shown with the result. A qualified professional should review any material business decision.
After the tool
Numbers start conversations; they do not finish them
Bring any tool output to a conversation and the discussion starts several steps ahead.