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Valuation Spreadsheet
Valuation Spreadsheet
The SBDC assists clients in putting their data into this format, and makes
no guarantee or claim to the accuracy of the numbers. This information is
typically "internal" in use by owners of a small business, and is not meant to
be shared with others or used as the sole means of determining the value of
a small business.
The input process can begin by completing each sheet, left to right,
by inputting data into BLUE fields only. The black fields are not protected,
and the user is warned to input over them at the peril of destroying formulas
and making the program unusable as originally intended.
Company Name
Date
Year Earnings Weight Adjusted Value Adjusted Value/Total Weight Indicated Value
1 $50,000.00 1 $50,000.00
2 $35,000.00 2 $70,000.00
3 $65,000.00 3 $195,000.00
4 $60,000.00 4 $240,000.00
5 $80,000.00 5 $400,000.00
Total $290,000.00 15 $955,000.00 $63,666.67 $318,333.33
Take five years of historic earnings. Year 5 is the most recent earnings year.
"All financial and business information contained herein was provided by the management of the business. The
SBDC assisted in compiling the data and presenting in the format shown, and makes no claims regarding the
accuracy of the presentation."
Company Name
Date
Year Average earnings Growth rate Projected Growth Factor Net Present Value
1 $58,000.00 105.00% $60,900.00 0.8333 $50,747.97
2 $60,900.00 105.00% $63,945.00 0.6944 $44,403.41
3 $63,945.00 105.00% $67,142.25 0.5787 $38,855.22
4 $67,142.25 105.00% $70,499.36 0.4822 $33,994.79
5 $70,499.36 105.00% $74,024.33 0.4018 $29,742.98
6 $74,024.33 105.00% $77,725.55 0.3349 $26,030.29
7 $77,725.55 105.00% $81,611.82 0.279 $22,769.70
8 $81,611.82 105.00% $85,692.42 0.2325 $19,923.49
9 $85,692.42 105.00% $89,977.04 0.1938 $17,437.55
10 $89,977.04 105.00% $94,475.89 0.1616 $15,267.30
Indicated Value $299,172.69
Average earnings year one, calculate the average earnings for the previous 5 years
or justify number based on current operations
Factors based on 20% risk typical for small business. Do not change the factor column.
"All financial and business information contained herein was provided by the management of the business. The
SBDC assisted in compiling the data and presenting in the format shown, and makes no claims regarding the
accuracy of the presentation."
Company Name
Date
"All financial and business information contained herein was provided by the management of the business. The
SBDC assisted in compiling the data and presenting in the format shown, and makes no claims regarding the
accuracy of the presentation."
L. Entry barriers $ 5.0 0
M. Customer Base $ 5.0 0
N. Technology $ 3.0 0
G. Total $ 62.5 0
H. Total divided by 14 $ 4.5 0
12 Value of Excess Earnings
A. Excess Earnings $ 73,200 $0
B. Multiple Rating $ 4.5 0
C. Value of Excess Earnings $ 326,786 $0
13 Total Business Value:
A. Asset Value $ 260,000 $0
B. Multiple Rating $ 326,786 $0
C. TOTAL BUSINESS VALUE $ 586,786 $0
Value of turn key operation $ 25,000 $0
D. Final Business Value $ 611,786 $0
"All financial and business information contained herein was provided by the management of the business. The
SBDC assisted in compiling the data and presenting in the format shown, and makes no claims regarding the
accuracy of the presentation."
ATION ANALYSIS
Notes
Last Annual
COGS
include depreciation exp
$ - Yearly
Last years
at FMV
at FMV
at cost
at cost
at cost
at cost
book or FMV
Furniture and Fixtures
rounded
minus
"All financial and business information contained herein was provided by the management of the business. The
SBDC assisted in compiling the data and presenting in the format shown, and makes no claims regarding the
accuracy of the presentation."
harder to start, higher the number
more loyal provable base, higher #
higher tech, higher #
the mulitplier
"All financial and business information contained herein was provided by the management of the business. The
SBDC assisted in compiling the data and presenting in the format shown, and makes no claims regarding the
accuracy of the presentation."
Company Name
Date
Valuation Technique
Comments
"All financial and business information contained herein was provided by the management of the business. The
SBDC assisted in compiling the data and presenting in the format shown, and makes no claims regarding the
accuracy of the presentation."