Plans & Pricing

We produce 2 reports: (a) Baseline Analysis and (b) Full Potential Achievement Plan. 

The Baseline Analysis costs only $199 per month no matter how many clients you analyse. Where a client has significant upside potential, the Full Potential Achievement Plan can be purchased for $999 per client - for a year's access. Advisors typically sell this report to their clients for 2-3x as much, or use it win lucrative advisory work. 
  Baseline Full Potential
Branding (reports)    
Your brand
Clients brand
Branding (website)    
Your brand
8 question analysis    
How attractive is my business to external investors/buyers?
Beauty is in the eye of the beholder. The ValuationUp Business Attractiveness Survey gives you a clear picture of whether your business is 'hot' (or not). We unpack the major risk areas to privately-held businesses so that you can see where you need to reduce risk, and increase your attractiveness in the market. 
How is it currently being run?

At ValuationUp, we've invested heavily in building a reliable Database of nearly 1 Million privately-held firms across over 1000 Industry groups around the world. Our financial ratio analysis benchmarks your performance against its industry peers, selected from this database by size and Industry classification. Liquidity Ratios, Profitability Ratios, and Efficiency Ratios are all covered. Results are presented in your local currency and normalised against your Income Statement and Balance sheet. You'll know where you stand.

comparison limited to 50th percentile of industry also includes comparison to 75th percentile of industry, with gaps calculated
Can it survive a knock?

Our liquidity Ratio analysis focuses on your Cash Ratio, Quick Ratio and Current Ratio - 3 key indicators that tell you whether you have sufficient reserves to weather a storm. Since these levels differ for each industry, your levels are benchmarked against both absolute levels and your industry peers. We also forecast how much cash the business will generate in the next 12 months. 

Will it be around in a year?

With sufficient warning, there is time to mitigate or prevent disaster. Our credit-scoring system helps you understand the bankruptcy risk of your business and what steps can be taken to reduce it. 

How fast can it grow?

Consistent profitable growth is very hard to achieve. Firms that grow sales slower than inflation destroy economic value and die slowly. Those that grow sales faster than is sustainable die quickly - in fact, most small businesses go under in their best year of sales. 

Our Sustainable Growth Rate analysis looks at what growth is fundamentally possible. Since growth is a key driver of valuation, this is critical insight into understanding what a business is worth. 

What's it worth now?

Our analysis uses a variety of valuation approaches (Income, Market and Asset), however we prefer the Discounted Cash Flow (DCF) valuation method since it allows comparison with other investment choices and allows management to understand how short-term choices impact on long-term value creation. Key to understand valuation in privately held businesses is risk; ValuationUp has developed proprietary risk-scoring methodologies that allow us to accurately and repeatably price the cost of equity capital appropriate to business risk. 

What could it be worth?

Whereas a top-level financial consultant will help you understand the full potential of your business through hours of manual calculations and optimisations; ValuationUp does these same calculations in an instant. Broadly, our process ensures that your business has sufficient liquidity, that management efficiency targets are set against realistic benchmarks, that its growth rate is optimised, and that it has the appropriate capital structure. Your strategic choices around how you choose to compete in the market remain up to you, but we provide clear guidance on the trade-offs you choose at an operational and financial level.

How do you get there?

Every business faces different challenges and priorities. Our unique dashboard breaks your business down into just 3 groups of 3 numbers against which you'll easily understand the short, medium and long-term tradeoffs of each decision you make. Coupled to high-level, generic steps as to how to improve on each component of your business, these make an invaluable tool in determining your optimal path forward. 

Report pages ~45 pages ~63 pages
Pricing $99 pm Unlimited baseline analyses $999 pa Single full potential action plan

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