Section 1 of 9

Financial Performance

Revenue size, profitability, and earnings consistency — the primary drivers of business valuation.

What was your total revenue in the most recently completed fiscal year?

Buyers use revenue size to benchmark your business and determine platform vs. add-on potential.

Under $500K$500K – $1M$1M – $3M$3M – $10M$10M – $30MOver $30M

How has your revenue trended over the past 3 years?

Buyers pay a premium for growth. Declining or flat revenue compresses multiples significantly.

Declining significantly (more than 10% per year)Declining slightly (under 10% per year)Flat (0 – 5% growth)Moderate growth (5 – 20% per year)Strong growth (20%+ per year)

What is your approximate EBITDA margin (or net profit margin if EBITDA is not calculated)?

EBITDA is the primary cash flow proxy buyers use to calculate purchase price. Higher margins = higher multiples.

Negative (operating at a loss)Under 5%5% – 10%10% – 20%Over 20%Not sure / haven't calculated

How consistent and predictable is your monthly cash flow?

Predictable cash flow reduces buyer risk and supports higher valuations.

Very lumpy — swings dramatically month to monthSeasonal — predictable peaks and valleysMostly steady with some variabilityVery steady — highly predictable month over month

Do you have a documented financial forecast or budget for the next 12 – 24 months?

Buyers underwrite future performance, not just historical results. A credible forecast signals management maturity and growth confidence.

No — we do not have a forward-looking financial planInformal estimates only — nothing documentedBasic documented forecast or budgetDetailed forecast with assumptions, revenue drivers, and variance tracking