Business Value Calculator

Utilize real numbers to calculate your business's market-informed value estimate.

Risk Assessment

Evaluate your company's risks like a potential buyer with a comprehensive 25-question assessment.

Valuation Guides and Action Planning

Access step-by-step valuation guides, an action planning template, and upcoming video walkthroughs for practical insights.

About the Course

The Business Value Toolkit is a self-guided, practical resource tailored for business owners seeking to understand and enhance their business's value. Learn to calculate your business's worth, assess risks, and develop strategies to boost its value. Gain clarity, confidence, and a roadmap to make your business more profitable and attractive to potential buyers or successors. If you want to improve profitability, prepare for a future sale, or build a more valuable business, this course is for you. Choose between the DIY version for self-paced learning or the Guided version for personalized 1-on-1 sessions with Kevin Ballantyne, a seasoned expert in business valuation and strategy.

Meet Kevin Ballantyne, DMA, CBEC, CPA, CA

Kevin Ballantyne, a distinguished expert in business valuation and strategy, is excited to guide you on your journey to understanding and enhancing your business's value. With years of experience and a dedication to helping business owners succeed, Kevin is committed to providing you with the knowledge and tools needed to make informed decisions about your business's worth.

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. (Included in full purchase)

      Lesson 1.1 The Power of Knowing Your Value

    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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