Realistic Value Estimate

Use our Proprietary Business Value Calculator to arrive at a realistic estimate of your business's value today, based on your real numbers, adjusted EBITDA, and key value drivers.

Risk & Value Driver Assessment

Identify the key drivers and risks affecting your business value.  The 25-question assessment helps you gain a deeper understanding of your company's strengths and area for improvement.

Clear Action Plan

Translate your insights into a clear action plan for strategically increasing your business's potential value and achieving your goals.  Identify immediate steps to protect and grow value.

About the Business Value Toolkit Program

The Business Value Toolkit is designed for business owners who want to move beyond guesswork, gain a clear, objective understanding of their business's value, and make smart, data-driven decisions to increase it.  It's ideal whether you're looking to maximize future value for a transition, attract financing, drive growth, or simply gain a better grasp of your financial standing and strategic health. It's a self-paced program available on the Thinkific platform, built around practical tools like the Business Value Calculator, the Risk & Value Driver Assessment, and Action Planning Templates.  It provides comprehensive text guides to walk you through the process.  The program is designed to help you see where your business stands today,  identify its strengths and areas for improvement that impact potential value, and empower you to take actionable steps to increase its worth strategically. What's Inside the Toolkit Program: •  Personalized Value Estimation: Get a clear, data-backed estimate of your business's potential worth using your own numbers. •  Risk & Value Driver Assessment: Identify the key risks and drivers that significantly impact your potential value. •  Actionable Improvement Plan: Create a plan to address identified value gaps and strateically improve them. •  Expert Guidance (Built-in): Step-by-step text guides (and future videos!) simplify calculations and interpretations.

Meet Your Guide: Kevin Ballantyne

Hi There!  I'm Kevin Ballantyne, and I'm thrilled to be your guide on this Business Value Toolkit journey.  I know the critical questions that keep business owners up at night - especially, "What is my business really worth!"  That's exactly why I created the toolkit.  Our mission at Copious Insights is simple: to help business owners like you gain clear, actionable insights about your company's value and potential, so you can make smarter decisions and strategically plan for the future. I bring over 39 years of diverse experience to the table.  With years spent providing strategic financial guidance and Part-time CFO services for various business units within a large organization, and over a decade focused specifically on helping small to mid-sized business owners gain clarity, grow smarter, and increase their value, I've distilled decades of real-world financial insight and business strategy into the Business Value Toolkit.  The result is practical, step-by-step tools and guides designed to help you estimate your business's value, understand its drivers, and create a plan for increasing its potential. The Business Value Toolkit is designed to cut through complexity and get you focused on the key factors that impact your business's worth.  While the comprehensive video library is still being added, the core toolkit content (text guides, calculators, assessments, templates) is ready for you to dive into now.  These upcoming videos will walk you step-by-step through applying the tools and concepts, further enhancing your learning experience.  As an early adopter, you'll receive lifetime access to these and all future updates!  I've poured my best frameworks into this toolkit, and I'm committed to supporting your success as you implement it.

Course Curriculum

9 Chapters · 62 Lessons

  1. 1

    Welcome & Roadmap: How to Get the Most Out of This Toolkit

    1. (Included in full purchase)

      Start Here: A Smarter Way to Understand - and Increase - Your Business's Value

  2. 2

    Step 1: Why Business Valuation Matters

    1. (Included in full purchase)

      Introduction to Step 1

    2. Lesson 1.1 The Power of Knowing Your Value Free preview
    3. (Included in full purchase)

      Lesson 1.2 Calculated Value vs. Certified Valuation

    4. (Included in full purchase)

      Lesson 1.3 Common Mistakes Owners Make

    5. (Included in full purchase)

      Lesson 1.4 What Makes This Toolkit Different

    6. (Included in full purchase)

      Lesson 1.5 Your Roadmap to Clarity & Control

    7. (Included in full purchase)

      Wrap-Up for Step 1: Let's Begin

  3. 3

    Step 2: Calculate Your EBITDA

    1. (Included in full purchase)

      Overview - A Smarter Way to Calculate EBITDA

    2. (Included in full purchase)

      Lesson 2.1 What Is EBITDA and Why It Matters

    3. (Included in full purchase)

      Lesson 2.2 Make a Copy of the Toolkit

    4. (Included in full purchase)

      Lesson 2.3 Enter Your Income Statement Data

    5. (Included in full purchase)

      Lesson 2.4 Answer Key Questions

    6. (Included in full purchase)

      Lesson 2.5 Enter Your Balance Sheet Info

    7. (Included in full purchase)

      Lesson 2.6 What the Revised Income Statement Tells You

    8. (Included in full purchase)

      Lesson 2.7 Common Mistakes to Avoid

    9. (Included in full purchase)

      Lesson 2.8 Wrap-Up: Now You Know Your EBITDA

  4. 4

    Step 3: Adjust to Get Normalized EBITDA

    1. (Included in full purchase)

      Overview - Why Normalize EBITDA

    2. (Included in full purchase)

      Lesson 3.1 Owner Compensation Adjustment

    3. (Included in full purchase)

      Lesson 3.2 Adjusting for Family Wages

    4. (Included in full purchase)

      Lesson 3.3 Adjusting for Personal Expenses

    5. (Included in full purchase)

      Lesson 3.4 Adjusting for Rent: When You Own the Property or Rent from a Related Company

    6. (Included in full purchase)

      Lesson 3.5 Adjusting for One-Time and Unusual Expenses

    7. (Included in full purchase)

      Lesson 3.6 Subtract Earning from Redundant Assets

    8. (Included in full purchase)

      Lesson 3.7 Adjusting for Maintenance Capital Expenditures (CapEx)

    9. (Included in full purchase)

      Lesson 3.8 New or Lost Contracts

    10. (Included in full purchase)

      Lesson 3.9 Choosing the Right EBITDA

    11. (Included in full purchase)

      Lesson 3.10 Wrap-Up: Now You Know Your Normalized EBITDA

  5. 5

    Step 4: Assess Risk & Strategic Capacity

    1. (Included in full purchase)

      Overview - The Power of CLARITY(tm)

    2. (Included in full purchase)

      Lesson 4.1 How Risk Affects Business Value

    3. (Included in full purchase)

      Lesson 4.2 How Strategic Capacity Influences Value

    4. (Included in full purchase)

      Lesson 4.3 – Taking the CLARITY™ Assessment

    5. (Included in full purchase)

      Lesson 4.4 Interpreting Your Strategic Capacity Report

    6. (Included in full purchase)

      Lesson 4.5 Range of Values Report: Your Estimated Enterprise Value

    7. (Included in full purchase)

      Lesson 4.6 Wrap-Up: Your Business Through a Buyer's Lens

  6. 6

    Step 5: Apply Additional Adjustments

    1. (Included in full purchase)

      Overview - From Enterprise Value to Adjusted Shareholder Value: What the Business is Worth to You

    2. (Included in full purchase)

      Lesson 5.1 Working Capital Adjustment

    3. (Included in full purchase)

      Lesson 5.2 Excess Cash: What Do You Keep?

    4. (Included in full purchase)

      Lesson 5.3 Debt and Capital Leases

    5. (Included in full purchase)

      Lesson 5.4 Real Estate: Include Market Value

    6. (Included in full purchase)

      Lesson 5.5 Redundant Assets: Separate Non-Core Value

    7. (Included in full purchase)

      Lesson 5.6 Shareholder Loans: Avoid Double Counting

    8. (Included in full purchase)

      Lesson 5.7 Inventory Adjustments

    9. (Included in full purchase)

      Lesson 5.8 Employee Liabilities: Severance, Benefits & Pensions

    10. (Included in full purchase)

      Lesson 5.9 Your Ownership% and Adjusted Shareholder Value

    11. (Included in full purchase)

      Lesson 5.10 Wrap-Up: You Now Know Your Adjusted Shareholder Value

  7. 7

    Step 6: Use the Interpretation Guide

    1. (Included in full purchase)

      Overview - Time to Interpret Your Value

    2. (Included in full purchase)

      Lesson 6.1 What Your Value Number Means

    3. (Included in full purchase)

      Lesson 6.2 Range of Value vs. Single Number

    4. (Included in full purchase)

      Lesson 6.3 Interpreting the CLARITY™ Report: Strategic Capacity & Risk

    5. (Included in full purchase)

      Lesson 6.4 Top Value Drivers vs. Deal Killers

    6. (Included in full purchase)

      Lesson 6.5 Wrap-Up: Your Value Story Comes Into Focus

  8. 8

    Step 7: What Do You Actually Keep?

    1. (Included in full purchase)

      Overview - From Business Value to Net Proceeds: What Will You Actually Keep?

    2. (Included in full purchase)

      Lesson 7.1 Key Differences between Enterprise Value and Net Proceeds

    3. (Included in full purchase)

      Lesson 7.2 Transaction Costs: Advisors, Brokers, Legal, and More

    4. (Included in full purchase)

      Lesson 7.3 Escrow, Earnouts & Contingencies: What Might Not Be Paid Right Away

    5. (Included in full purchase)

      Lesson 7.4 Tax Planning: Why Structure and Timing Matter

    6. (Included in full purchase)

      Lesson 7.5 Will It Be Enough?

    7. (Included in full purchase)

      Lesson 7.6 Don't Go It Alone: Why You Need a Plan and a Team

  9. 9

    Step 8: Start Your Action Plan

    1. (Included in full purchase)

      Overview - Your First Step Forward

    2. (Included in full purchase)

      Lesson 8.1 Create Your Personal Action Plan

    3. (Included in full purchase)

      Lesson 8.2 Which Program is Right for You?

Unlock Your Business's Potential

Start the journey towards a more valuable and successful business. Enroll now to gain access to valuable tools, expert guidance, and personalized strategies to elevate your business's worth.

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