5 key areas to evaluate your exit readiness and spot red flags
Direct cost impact
See exactly how much more you are paying because of tariffs across materials, operations, equipment, and other key costs.
Tariff exposure risk
Find out how vulnerable your supply chain is to rising tariffs and how you compare to other businesses in your industry.
Absorption vs. pass-through
Understand how much more you need to sell if you choose not to raise prices and how that affects your profit margins.
Click-through simplicity
No jargon. No spreadsheets. No financial knowledge required. Just a smooth, guided experience designed for anyone.
100% anonymous
No one knows who you are, only you do. Receive a fully anonymous, data-driven report that protects your identity and highlights your business’s true value. Your insights stay confidential, and your report is delivered straight to your inbox for your eyes only.
No personal information required
We never ask for your name, phone number, or address. Just a single email so we can send your report directly to you, nothing more.
No business identifiers required
We never ask for your business name or address. You don’t need to worry about your business being identified. Your confidentiality is fully protected.
No login required
You remain completely invisible. No accounts, no tracking. Sit back and receive your PDF report delivered straight to your inbox.
Wall Street know-how
for main street owners
Because main street owners deserve the same trusted financial expertise as the big guys. Our team brings institutional-grade insight to help small business owners make smarter decisions and drive growth.
Testimonials
They used it. They valued it. They loved it.
James, retail boutique owner
@ Oregon, USA
I was skeptical at first about sharing my data, but the process was surprisingly safe and straightforward. It's truly 100% anonymous, which put my mind at ease, and the CPA signoff gave me the added confidence I needed when pricing my shop for sale.
Nancy, real estate broker
@ Washington, USA
I assumed my brokerage was golden, but the in-depth analysis showed me I rely too much on a few top agents. Now I know where to diversify.
@ Alberta, Canada
Best valuation tool ever!! Being in hospitality, I wasn’t sure they’d capture the seasonal fluctuations of my business. But the data analysis was thorough.
Pete, auto repair shop owner
@ Colorado, USA
I always thought I’d do fine selling my workshop, but this showed me I’d been undervaluing some of my bigger tools. It really opened my eyes.
Claire, staffing agency owner
@ Texas, USA
It was surprisingly quick and taught me a lot about my own numbers. The CPA signoff is a big deal it gives me peace of mind.
@ North Carolina, USA
I thought I could just guess a price based on local competition, but it turned out there’s way more to consider.
Michael, landscaping service owner
@ Georgia, USA
I love how they broke down everything, from my equipment costs to my seasonal workload. I always thought my business was worth more, but now I see where the money’s really going.
Susan, bakery co-owner
@ California, USA
I’m no finance expert, but this process taught me a lot about how my numbers connect. The final report was straightforward.
María, hair salon owner
@ New Jersey, USA
I had to gather quite a few numbers and details, but the process was easier than I thought. This gave me a clear view of where to cut back and grow smarter.
Gary, winery owner
@ California, USA
I figured my brand name alone would drive the valuation, but they showed me why consistent revenue streams matter more.
Pierre, coffee shop owner
@ Quebec, Canada
i’m not big on fancy tech stuff, so i worried i’d get lost in the numbers. turns out, it was way simpler than i thought.
Fu, tech startup founder
@ California, USA
They dug into my subscription model, churn rate, and all that. The final number made me realize I still need more traction to hit my dream valuation.
Juan, fast food franchise owner
@ New York, USA
I love how they actually factored in things like owner involvement. The valuation felt honest.
José, family diner operator
@ Florida, USA
I don’t usually trust online tools, but i gotta say, this one was different. They explained why they needed my data, so I didn’t feel like I was just handing it all over for nothing. I liked how the report told me what I’m worth and what I could fix before I sell.
Anita, fitness studio owner
@ Arizona, USA
The final valuation was lower than I hoped, but at least it’s honest. That’s the reason I trust them.
Claire, fast food franchise owner
@ Ohio, USA
I wasn’t sure how this would handle my franchise setup, but it covered everything from royalties to marketing fees.
Esperanza, daycare center operator
@ Texas, USA
My daycare is small, so I didn’t think I needed a detailed valuation. But seeing all those data points made me realize there’s more to it than just revenue. Now I know where to cut costs and where to invest.
Rajesh, custom furniture maker
@ British Columbia, Canada
I didn’t even know what half of those data points meant at first. Still, they walked me through everything, and it made sense once I saw the final valuation.
John, hardware store owner
@ Texas, USA
I was gonna guess my store’s value until I saw how much detail goes into it. Sure, gathering the info took a bit, but the final report was so thorough.