owner-value-view¶
Give a business owner an honest, indicative answer to "what is my company worth — and what would move the number?" from figures they already have or can estimate in minutes. Output is a football-field range across five valuation methods plus a value-driver sensitivity table, so the owner sees both the number and the levers.
- Area: Finance
- Category: finance
- Level: beginner
- Input: data
- Output: spreadsheet
- Setup: none
- Roles: CEO / Founder, Finance Manager
Gives a business owner an indicative "what is my company worth, and what moves the number" valuation from their own figures.
How you ask¶
- “What's my business worth”
- “Value my company”
- “What would I sell for”
Inputs¶
- inputs_json — inputs.json per scripts/value_business.py --schema (revenue, normalized EBITDA/EBIT, net debt, sector multiple, etc.)
- client_id — If provided, the run uses the client's books and writes to the client's
{scope.finance.analysis}; else the company's - trial_balance — Signed-off TB or accounts-review Normalized Earnings Bridge; auto-fills normalized EBITDA/EBIT
- inputs_json — Inputs json used to emphasise the sensitivity table — which lever (margin, multiple, owner-dependency, growth) moves value most
Outputs¶
- driver_report (markdown)
- value_view (markdown)
- {scope.finance.analysis}/owner_value_view_{YYYY-MM}.md
- {scope.finance.analysis}/value_drivers_{YYYY-MM}.md