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What your
business is Worth
…and why it matters
Kevin Wenke CFP, CLU, MBA
www.DecisionTree.Financial
“
-Ben Franklin
An investment in knowledge
pays the best interest.
“
Only 2%* of small
business owners know
their business valuation
98%
Don’t Know
* Statistic courtesy of IBIS World
Expensive
Traditionally, can cost > $10k
Time Consuming
Traditionally, can take > 4
weeks
Complicated
Intensive process
for already busy owners
Not Now
Owners wait until an event
The Roadblocks
When is
the right time
to know?
Any time.
HOW TO GROW
HOW TO RESTRUCTURE
WHEN TO SELL
Worth
Deeper understanding
of your largest asset
Plan Your Future
Know the facts for a
more accurate
retirement
or estate plan
Protection
Ensure you have the
right amounts of
insurance
Make Better Decisions
Guided by facts
Know Your Potential
Understand the ways
you can increase the
value
of your business
Get the Big Picture
A business
valuation can
put you ahead
Harnessing big data for
the small business owner
Our proprietary engine analyzes data from 25
data sources to provide you a streamlined, reliable,
sophisticated and accurate business valuation.
The Complexity Stays Where it Should
… Behind the Scenes
Equity Value (latest
valuation)
$14,769,809
Asset Sale Value
$13,656,414
Liquidation Value
$535,619
Enterprise Value
$14,759,552
The details you need
This fair market value
conclusion is the value of the
company available to it’s
owners or shareholders and
incorporates
the assets included in the
“asset value” plus the firm’s
liquid financial assets (cash,
A/R, deposits, etc.) minus
it’s liabilities (ST and LT).
This common transaction-
oriented fair market value
conclusion includes the firm’s
inventory, furniture, fixtures
and equipment, and all
intangible assets ranging from
customer base to goodwill.
This fair market value estimate
is equal to the “total value
of the firm” or the value of the
firm’s equity plus its long term
debt, e.g. it reflects the value
of the entire capital structure
(equity and debt holders)
or “enterprise.”
The liquidation value
conclusion is based on the key
assumption of insolvency and
the immediate sale of all
assets (on or off the balance
sheet) at or near “fire sale”
level coupled with the nearly
simultaneous retirement of all
liabilities. This figure does not
include accounts receivable.
How You’re Doing
Comparisons to other companies in your industry in 13 key
areas
>< =
.44Below Industry Average
Fixed Assets Turnover
119%Above Industry Average
Return On Equity (ROE)
170%Below Industry Average
Debt-to-Equity
18%Below Industry Average
Cash-to-Debt
31Above Industry Average
Receivables (Conversion)
84Above Industry Average
Interest Coverage
8%Above Industry Average
Income-to-Revenue
220Below Industry Average
Inventory Turnover
Key Performance Indicators
INDUSTRY AVERAGE
Let us generate a business
valuation to give you
the facts you need to make
sound financial decisions.
.
So How Do You Get a
Business Valuation From
Decision Tree Financial
and
How Much Does It Cost?
.
Learn
By Clicking Below
At
DecisionTree.Financial

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What your business is worth and why it matters

  • 1. What your business is Worth …and why it matters Kevin Wenke CFP, CLU, MBA www.DecisionTree.Financial
  • 2. “ -Ben Franklin An investment in knowledge pays the best interest. “
  • 3. Only 2%* of small business owners know their business valuation 98% Don’t Know * Statistic courtesy of IBIS World
  • 4. Expensive Traditionally, can cost > $10k Time Consuming Traditionally, can take > 4 weeks Complicated Intensive process for already busy owners Not Now Owners wait until an event The Roadblocks
  • 5. When is the right time to know? Any time. HOW TO GROW HOW TO RESTRUCTURE WHEN TO SELL
  • 6. Worth Deeper understanding of your largest asset Plan Your Future Know the facts for a more accurate retirement or estate plan Protection Ensure you have the right amounts of insurance Make Better Decisions Guided by facts Know Your Potential Understand the ways you can increase the value of your business Get the Big Picture
  • 8. Harnessing big data for the small business owner Our proprietary engine analyzes data from 25 data sources to provide you a streamlined, reliable, sophisticated and accurate business valuation.
  • 9. The Complexity Stays Where it Should … Behind the Scenes
  • 10. Equity Value (latest valuation) $14,769,809 Asset Sale Value $13,656,414 Liquidation Value $535,619 Enterprise Value $14,759,552 The details you need This fair market value conclusion is the value of the company available to it’s owners or shareholders and incorporates the assets included in the “asset value” plus the firm’s liquid financial assets (cash, A/R, deposits, etc.) minus it’s liabilities (ST and LT). This common transaction- oriented fair market value conclusion includes the firm’s inventory, furniture, fixtures and equipment, and all intangible assets ranging from customer base to goodwill. This fair market value estimate is equal to the “total value of the firm” or the value of the firm’s equity plus its long term debt, e.g. it reflects the value of the entire capital structure (equity and debt holders) or “enterprise.” The liquidation value conclusion is based on the key assumption of insolvency and the immediate sale of all assets (on or off the balance sheet) at or near “fire sale” level coupled with the nearly simultaneous retirement of all liabilities. This figure does not include accounts receivable.
  • 11. How You’re Doing Comparisons to other companies in your industry in 13 key areas >< =
  • 12. .44Below Industry Average Fixed Assets Turnover 119%Above Industry Average Return On Equity (ROE) 170%Below Industry Average Debt-to-Equity 18%Below Industry Average Cash-to-Debt 31Above Industry Average Receivables (Conversion) 84Above Industry Average Interest Coverage 8%Above Industry Average Income-to-Revenue 220Below Industry Average Inventory Turnover Key Performance Indicators INDUSTRY AVERAGE
  • 13. Let us generate a business valuation to give you the facts you need to make sound financial decisions.
  • 14. . So How Do You Get a Business Valuation From Decision Tree Financial and How Much Does It Cost?