Whether you want to sell your business for a premium today or learn how you can increase your company value for a future sale, the Value Maximizer Assessment™ will help you determine how. Valuation estimates are based upon current sales in the industry over the last 24 months. It’s free and 100% confidential and your score will arrive in your in-box upon completion.
In addition to your current company value estimate and value gap (showing where you aren’t achieving your maximum value), the V-Max Assessment will show you how well your company is performing in eight key qualitative areas:
- Financial Fitness
- Revenue Readiness
- Management Muscle
- Value Proposition/Verticalization
- Customer Retention and Satisfaction
- Sales and Marketing Maturity
- Intellectual Property
These scores are derived from feedback by active strategic and financial buyers who have purchased partner organizations in the last 24 months. For more information see our FAQ below.
Value Maximizer Assessment FAQ
This is a unique tool that will assess your current company value and highlight areas where additional value can potentially be gained. Based upon the partner type you select, it will give you the latest valuations achievable based on a combination of variables such as: size, gross profit margin, revenue composite, growth rate and partner type. It is the only comprehensive tool on the market specifically for channel partners.
This 22-page individual report will give you a potential business value along with a value gap by eight key areas. It will also compare you with “best in class” partners in your category (type and revenue) and show you where you may be able to gain additional company value. Each section has caution warnings and red flags to highlight areas of potential concern. The easy-to-read graphs will highlight areas where you can increase company value.
Your potential business value is calculated using a number of factors including the following: current valuations in the market today based on comparables of deals closed in the last 24 months, a discounted cash flow rate of 17% and a number of algorithms which calculate results based upon how you responded to each question. Valuations are always an estimate, so the true value of a company is what someone else is willing to pay for it. Short of that, we think this assessment does a pretty good job.
If you have the financial information listed below, it shouldn’t take more than 15 – 20 minutes. The more thought you put into your answers, the more accurate the results.
The assessment is best accomplished if you have your most recent Profit and Loss statement available as well as revenue increases/decreases over the prior year. The balance sheet is not needed. Many of the questions are more operationally oriented in nature, but here are the “numbers” questions you should be prepared for:
- Annual revenue
- Gross Profit Margin (as a % of sales) *
- Net income before EBITDA
- Revenue increase year over year (YOY)
- Revenue by type as a percentage: (i.e. Software sales, professional services, maintenance renewals, managed services project-based vs subscription, SaaS resales, etc.
The key here is to be as accurate as possible as a % of total revenue.
* Gross Profit Margin = (Revenue – Cost of Goods Sold). Cost of Goods Sold should include all expense items required to produce revenue; i.e. vendor product costs, software reseller costs, cloud service costs, employee costs, etc. This means if you sell professional services, please include all wages, taxes and benefits for those employees that directly supporting the product and services you provide in the cost of goods sold). Sales and marketing expenses and G&A are NOT included in Cost of Goods Sold for this assessment. Not including the appropriate expenses in Cost of Goods sold will skew your results.
Companies of all sizes can benefit from this assessment, but it is geared toward companies from $1M – $100M in revenue.
Yes, use your home currency, just ignore the dollar sign in the results. Please note however, Generally Accepted Accounting Principles are assumed for the calculation of gross profit margin and Net income.
You can take the assessments as many times as you like, and we recommend that you take it at least once annually.
EBITDA adjustments are unique and different for every company. The program adds back 10% as a general adjustment, for personal expenses charged to the business and other abnormal expenses.
Yes, email us at firstname.lastname@example.org and we will reach back out to you.
If you do not receive your assessment in your inbox within a few minutes after hitting SUBMIT, please check your Junk and Spam folders. If using MS Outlook, also check your Clutter. Please make sure our domain @rosebizinc.com is whitelisted.
If all that fails, email us at email@example.com and we will send the report to you manually.