Business Valuation Questionnaire

Service-based (e.g., consulting, repair services, coaching, agency, etc.)

Product-based (e.g., manufacturing, e-commerce, wholesaling, retail, etc.)

Asset-heavy (e.g., trucking, logistics, heavy equipment rental, construction, etc.)

Tech-based (e.g., SaaS, fintech, digital marketplace, AI-driven solutions, etc.)

Subscription/contract-based (e.g., property management, security services, SaaS, retainer-based consulting, etc.)

Highly competitive - Many players, low margins

Moderately competitive - Differentiation is possible

Low competition - Niche market, strong margins

2. Financial Performance

One-time sales (e.g., retail, project-based services, real estate flipping, construction projects, etc.)

Recurring revenue (e.g., subscription, contract-based, managed services, SaaS, etc.)

Commission-based (e.g., real estate agents, brokerage services, marketplace platforms, etc.)

Franchise model (e.g., multi-location business with royalties & licensing fees)

Highly stable (predictable, consistent cash flow)

Some fluctuations (some ups and downs, but mostly stable)

Volatile (seasonal or inconsistent revenue)

I oversee decisions but don’t run daily operations

Heavily involved, the business depends on me

0-10% (Low recurring revenue, high volatility)

10-25% (Some recurring contracts, moderate stability)

25-50% (Significant recurring contracts, strong valuation boost)

50%+ (Highly recurring revenue, premium valuation multiple)

Declining (Revenue is shrinking year-over-year)

Exclusive contracts with long-term clients (3+ years)

Patents, proprietary technology, or strong IP

Strong brand reputation & customer loyalty

No unique advantage (competing in an open market)

80% of revenue comes from a few key clients

Revenue is well spread across many customers