Both paths produce the same report tier you choose (Snapshot / Full / Enterprise). The difference is the depth of intake: Quick captures essential fields, Comprehensive captures the deeper inputs your CIM and Gap Analysis pull from. Comprehensive produces a noticeably richer report for paid tiers.
⚡ Quick Path
10–15 min · ~15 questions
Required fields only. Best for owners who know their numbers and want speed. Available for all tiers — Snapshot, Full, and Enterprise.
Business identity + financials
Core operations + customer mix
Deal context (timeline, post-sale role)
Same report tier you choose, lighter intake
Start Quick Path →
Recommended for paid tiers
📋 Comprehensive Path
30–45 min · ~40 questions
Required fields PLUS the deeper intake your CIM and Strategic Gap Analysis pull from. Best for owners going to market soon — produces a noticeably richer report from the same tier. Recommended for Full ($299) and Enterprise ($699).
Everything in Quick, plus:
Top vendors + marketing spend by channel
Top 3 competitors + online reviews
Improvement & expansion potential
Buyer qualifications + training plan + non-compete
Detailed asset list + employee roster
Top-5 customer detail
Buyer profile + transaction structure preferences
Start Comprehensive Path →
💡 Heads up: You can switch paths later via the pill at the top of the form, but only before generating your reports. After generation, the path is locked in for that assessment. Answers already typed into shared fields are preserved when you switch; Comprehensive-only fields are kept hidden when you go back to Quick.
1
Business
2
Financials
3
Operations
4
Customers
5
Goals
6
Risk
7
Detail
📝 Skip anything you don't know or that doesn't apply. Optional fields can be left blank. Required fields are marked with *.
🏢 Business Identity
Basic information about the business being valued
Location Revenue & Details
For each of your locations (up to 5), capture the address, tenancy, and how much of total revenue comes from each. Revenue % across locations should sum to ~100%.
Operating Hours *
Buyers and lenders need a baseline read on hours of operation and how dependent the business is on the owner's schedule.
Step 1 of 7. Required fields marked *
💰 Financials
Last 3 tax years plus current year-to-date.
Partial-year revenue through the most recent full month.
Other SDE Add-backs (depreciation, one-time expenses, etc.)
List each add-back with a label and dollar amount. These feed directly into the SDE Reconstruction table.
Step 2 of 7
⚙️ Operations
Team, equipment, systems, and facility details
Marketing spend by channel (monthly) (optional)
Add each channel and approximate monthly spend. Leave blank if no spend on that channel.
📊 Extended Operations Detail
Step 3 of 7
👥 Customers & Market
Who buys, how they find you, and where you operate
Online reviews (optional)
Add each review platform you appear on. Optional but strengthens your CIM.
Step 4 of 7
🎯 Seller Goals
Seller's objectives and deal preferences
Step 5 of 7
⚖️ Debts, Loans, Litigation & Risk Disclosure
Buyers and lenders surface every one of these in due diligence. Disclosing now lets us frame each one in your favor. "No" to all six is a strong value-positive — say so honestly. Multiple entries supported per category.
Step 6 of 7
📋 Comprehensive Detail
Optional depth that strengthens paid Full and Enterprise reports. Skip any section you'd rather come back to — every field below is optional.
Detailed Asset Listoptional
Detailed Employee Rosteroptional
Top-5 Customer Detailoptional
Buyer Profile Preferencesoptional
Transaction Structure Preferencesoptional
Free text — describe in days, dollars, or other terms.
✅ Ready to generate. All 4 core M&A documents plus 3 supporting analyses will be produced.
Step 7 of 7. Final step
Generating Assessment...
Your reports are being generated. Typically ready in 10–15 minutes.
⏳ Analyzing business data...
⏳ Running valuation models...
⏳ Generating CIM...
⏳ Building gap analysis...
⏳ Creating AI roadmap...
📧 We'll email you when your report is ready — you can safely close this tab.
Phase 1. Welcome0%
Intro
Business
Financials
Operations
Customers
Goals
⭐ Deep Dive
Deliverables
Business Valuation · bizvaluefree.com
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