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Advisor / Individual
For Individual $ 229 Monthly
- 5 Base Complementary Projects (for use in first month)
- 10 Detail Complementary Projects (for use in first month)
- 5 Base Projects per Month (with rollover)
- 10 Detail Projects per Month (with rollover)
- Features
- Assumptions & Limiting Conditions, Disclaimer
- Income Statement (1-5 years, FYE, Forecast FYE - YTD, Trailing 12-Months)
- 3 Column Recast (Unadjusted, Adjustments, Normalized, Comments)
- Balance Sheet (1-5 years)
- Business Summary (Customers, Products/Services, Personnel, Facilities)
- Value Canvas (Four Factors of Value)
- SWOT Analysis
- Performance Comparison (Profitability and Activity Ratio Analysis)
- Value Drivers (Profitability and Activity Ratios, Weighted Risk)
- Forecast Financial (Proforma Income Statement)
- Most Probable Selling Price-Market Approach/Direct Market Data Method
- Operating Working Capital (Annual, Modeled, Seasonal)
- Illustrative Term Sheet (Assets, Liabilities, Excess Working Capital, Non-Operating Assets)
- Financing Model (Bank, SBA, and Seller Structure, Debt Service)
- Seller Proceeds (Real Estate Lease / Buy Option)
- Operating Working Capital - Annual, Modeled, Seasonal
- Glossary
- Additional Features and Integrations
- Personal, Business, and Association Branding
- PeerComps Direct Market Data, searchable by 2017 NAICS (2-digit Sector, 4-digit Group, 6-digit Industry)
- RMA eStatement Studies, searchable by 2022 (crosswalk to 2017) NAICS for Industry and Comparison Group Filtered by Industry, Region, and Revenue Size
- Data Import Automation (Income Statement and Balance Sheet)
- Photo Insert and Gallery
- Create Roles for Module Access
- eLink Seller Questionnaire
- Custom Reports and Publications
- Unlimited Report Versions and Updates (content selection is variable in all reports)
- Broker Opinion of Value
- Confidential Information Memorandum (CIM/CBR)
- Executive Brief (Teaser Summary)
- Seller Proceeds (Real Estate Lease / Buy Option)
- Request for Lender Letter of Interest
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Best Value
For Enterprise $ 459 Monthly
- 10 Base Complementary Projects (for use in first month)
- 40 Detail Complementary Projects (for use in first month)
- 10 Base Projects per Month (with rollover)
- 40 Detail Projects per Month (with rollover)
- Features
- Assumptions & Limiting Conditions, Disclaimer
- Income Statement (1-5 years, FYE, Forecast FYE - YTD, Trailing 12-Months)
- 3 Column Recast (Unadjusted, Adjustments, Normalized, Comments)
- Balance Sheet (1-5 years)
- Business Summary (Customers, Products/Services, Personnel, Facilities)
- Value Canvas (Four Factors of Value)
- SWOT Analysis
- Performance Comparison (Profitability and Activity Ratio Analysis)
- Value Drivers (Profitability and Activity Ratios, Weighted Risk)
- Forecast Financial (Proforma Income Statement)
- Most Probable Selling Price-Market Approach/Direct Market Data Method
- Operating Working Capital (Annual, Modeled, Seasonal)
- Illustrative Term Sheet (Assets, Liabilities, Excess Working Capital, Non-Operating Assets)
- Financing Model (Bank, SBA, and Seller Structure, Debt Service)
- Seller Proceeds (Real Estate Lease / Buy Option)
- Operating Working Capital - Annual, Modeled, Seasonal
- Glossary
- Additional Features and Integrations
- Personal, Business, and Association Branding
- PeerComps Direct Market Data, searchable by 2017 NAICS (2-digit Sector, 4-digit Group, 6-digit Industry)
- RMA eStatement Studies, searchable by 2022 (crosswalk to 2017) NAICS for Industry and Comparison Group Filtered by Industry, Region, and Revenue Size
- Data Import Automation (Income Statement and Balance Sheet)
- Photo Insert and Gallery
- Create Roles for Module Access
- eLink Seller Questionnaire
- Custom Reports and Publications
- Unlimited Report Versions and Updates (content selection is variable in all reports)
- Broker Opinion of Value
- Confidential Information Memorandum (CIM/CBR)
- Executive Brief (Teaser Summary)
- Seller Proceeds (Real Estate Lease / Buy Option)
- Request for Lender Letter of Interest
Download Reports
Navigator
For Individual / Enterprise $ 49 Monthly
- 3 Base Complementary Projects (for use in first month)
- 3 Detail Complementary Projects (for use in first month)
- 2 Base Projects per Month (with rollover)
- Features
- Assumptions & Limiting Conditions, Disclaimer
- Income Statement (1-5 years, FYE, Forecast FYE - YTD, Trailing 12-Months)
- 3 Column Recast (Unadjusted, Adjustments, Normalized, Comments)
- Balance Sheet (1-5 years)
- Business Summary (Customers, Products/Services, Personnel, Facilities)
- Value Canvas (Four Factors of Value)
- SWOT Analysis
- Performance Comparison (Profitability and Activity Ratio Analysis)
- Value Drivers (Profitability and Activity Ratios, Weighted Risk)
- Forecast Financial (Proforma Income Statement)
- Most Probable Selling Price-Market Approach/Direct Market Data Method
- Operating Working Capital (Annual, Modeled, Seasonal)
- Illustrative Term Sheet (Assets, Liabilities, Excess Working Capital, Non-Operating Assets)
- Financing Model (Bank, SBA, and Seller Structure, Debt Service)
- Seller Proceeds (Real Estate Lease / Buy Option)
- Operating Working Capital - Annual, Modeled, Seasonal
- Glossary
- Additional Features and Integrations
- Personal, Business, and Association Branding
- PeerComps Direct Market Data, searchable by 2017 NAICS (2-digit Sector, 4-digit Group, 6-digit Industry)
- RMA eStatement Studies, searchable by 2022 (crosswalk to 2017) NAICS for Industry and Comparison Group Filtered by Industry, Region, and Revenue Size
- Data Import Automation (Income Statement and Balance Sheet)
- Photo Insert and Gallery
- Create Roles for Module Access
- eLink Seller Questionnaire
- Custom Reports and Publications
- Unlimited Report Versions and Updates (content selection is variable in all reports)
- Broker Opinion of Value
- Confidential Information Memorandum (CIM/CBR)
- Executive Brief (Teaser Summary)
- Seller Proceeds (Real Estate Lease / Buy Option)
- Request for Lender Letter of Interest
Download Reports
Advisor / Individual
For Individual $ 300 Monthly
- 1 Subscriber is allowed to use portal by default
- 10 Base Complementary Projects
- 10 Detail Complementary Projects
- 10 Base Projects per Month
- 3 Detail Projects per Month
- Addons
- Base Project (per project fee) - $25
- Detail Project (per project fee) - $100
- QuickBooks Online Data Capture (per use fee) - $100
- Invited Users (monthly fee) - $25
- Trial Period is provided for 21 days
Download Reports
ADVISOR / Enterprise
For Enterprise $ 400 Monthly
- 1 Subscriber, 1 Delegated Administrator and 3 Invited Users are allowed to use portal by default
- 20 Base Complementary Projects
- 20 Detail Complementary Projects
- 30 Base Projects per Month
- 10 Detail Projects per Month
- Addons
- Base Project (per project fee) - $25
- Detail Project (per project fee) - $75
- QuickBooks Online Data Capture (per use fee) - $50
- Invited Users (monthly fee) - $25
- Trial Period is provided for 21 days
Platform Resources
| Feature | Base Project | Detail Project |
|---|---|---|
| TaxTract (data extraction from Tax Returns) | ||
| FinTract (data extraction from Financial Statements) | ||
| QuickBooks Integration | ||
| BizProWriter AI Project Intelligence | ||
| PeerComps© Market Multiples Integration | ||
| ProSight© eStatement Studies Integration | ||
| eLink Seller Questionnaire | ||
| Personal Branding Specifications | ||
| Photo Insertion |
Analytical Modules
| Module | Base Project | Detail Project |
|---|---|---|
| Assumptions & Limiting Conditions | ||
| BizProCopilot | ||
| Company Profile | ||
| Value Canvas (Subject Company Questionnaire) | ||
| Deal Summary | ||
| Business Summary | ||
| GOAL Analysis | ||
| Income Statement | ||
| COGS Form 1125-A | ||
| Officer Compensation Form 1125-E | ||
| Other Deductions Statement | ||
| Balance Sheet | ||
| Performance Comparison | ||
| Value Drivers | ||
| Forecast Financial | ||
| Most Probable Selling Price | ||
| Market Approach (Direct Market and Completed Transactions Method) | ||
| Detail Method | ||
| Summary Method | ||
| Income Approach (Discounted Cash Flow - Net Cash Flow to Invested Capital) | ||
| Asset Approach | ||
| Reconciled Value | ||
| Illustrative Term Sheet | ||
| Financing Model | ||
| Seller Proceeds (Business and Real Estate) | ||
| Working Capital - Annual - Excess Inventory | ||
| Working Capital - Seasonal | ||
| Glossary of Terms |
Report Modules
| Report Content | Base Project | Detail Project |
|---|---|---|
| Cover Page | ||
| Deal Summary | ||
| Business Summary | ||
| Financial Summary | ||
| Company Profile | ||
| Value Canvas | ||
| GOAL Analysis | ||
| Business Performance Introduction | ||
| Normalized Income Statement, Summary $ | ||
| Normalized Income Statement, summary % | ||
| Normalized Income Statement $ | ||
| Normalized Income Statement % | ||
| 3 Column Recast | ||
| Cost & Income Structure, Historical Period | ||
| Balance Sheet | ||
| Business Value Introduction | ||
| Cost & Income Structure, Forecast Period | ||
| Forecast Performance $ | ||
| Forecast Performance % | ||
| Historical vs Forecast Performance | ||
| Most Probable Selling Price | ||
| Market Approach | ||
| Income Approach | ||
| Asset Approach | ||
| Reconciled Value | ||
| Illustrative Term Sheet | ||
| Seller Proceeds (Business and Real Estate) | ||
| Photo Gallery | ||
| Performance Drivers | ||
| Profitability Drivers | ||
| Activity Drivers | ||
| Multiple Development | ||
| Value Development | ||
| Financing Model Introduction | ||
| Financing Model Structure & Terms | ||
| Financing Model Debt Service Coverage | ||
| Business Debt Service Coverage Charts | ||
| Business Debt Amortization Schedule | ||
| Working Capital Introduction | ||
| Working Capital Annual | ||
| Excess Inventory | ||
| Working Capital Model | ||
| Working Capital - Seasonal | ||
| Appendices 1-5 | ||
| Glossary | ||
| Assumptions & Limiting Conditions | ||
| Closing Page |
