What is the valuation formula banner

What Is the Valuation Formula?

August 04, 20248 min read

Table of Contents

  • What is The Valuation Formula? 

  • Are You Ready to Unlock Your Business’s True Value?

  • Want a Sneak Peek Inside the Valuation Formula?

  • Here’s What’s Included in the Valuation Formula

  • Who Is the Valuation Formula For?

WHAT IS THE VALUATION FORMULA?

As a business owner thinking about selling your company someday, you've probably asked yourself:

  1. What's my business really worth?

  2. How do I talk about my business's value when negotiating with potential buyers?

These aren't just random questions - they're crucial when you're planning to sell your business. And that's exactly what The Valuation Formula is here to help with.

The Valuation Formula is our flagship program for business owners like you. It's a step-by-step guide that gives you the knowledge, language, and tools you need to accurately value your business and confidently negotiate the best price when it's time to sell.

We've spent over 20 years helping business owners understand and boost their business value. During this time, we've developed a simple, proven approach to business valuation. The best part? You don't need to be an accountant to use it. Our method is easy for any business person to learn and apply.

Maybe you're planning to sell your business for retirement, or you're buying into your employer's business. Perhaps you're splitting a business value with your spouse or partner, or you're an investor looking for a great business opportunity. Whatever your situation, The Valuation Formula can help you get the best deal and close the sale successfully.

In this program, you'll learn insider strategies and one key formula to confidently value and negotiate the best price for your business. We've simplified business valuation, turning it into a clear process that you can easily apply to your specific situation.

Ready to uncover your business's true value and become a skilled negotiator? Let's explore The Valuation Formula and change how you approach selling your business.

Laptop displaying The Valuation Formula program logo on a white desk

ARE YOU READY TO UNLOCK YOUR BUSINESS’S TRUE VALUE?

Imagine your life 6 months from now:

You've mastered the art of business valuation and are confidently preparing for a successful exit. 

You're in control of your business's worth, understanding exactly what drives its value. 

You're making strategic decisions that consistently increase your company's market value. 

You're negotiating with potential buyers from a position of strength and knowledge. Every improvement you make to your business directly contributes to a higher selling price. 

Maybe this all sounds great, but you're not sure where to start. 

There's a ton of information about exits and valuation out there — and let's face it, a lot of it is overly complex, just plain confusing or geared towards huge companies. You could spend months researching how to value your business accurately…

  • How do I know when to pull the trigger?

  • Is there a simple way to estimate my business's worth without hiring an expensive consultant?

  • Besides increasing profits, how do I increase the value of my business before selling?

  • What's the best way to handle negotiations with potential buyers?

  • Should I tell my employees that I'm planning to sell the business?

  • What's the difference between selling to a strategic buyer versus a financial buyer?

  • How do I protect confidential information during the valuation process?

  • What are some common mistakes business owners make when valuing their company?

  • How do I know if I'm getting a fair offer for my business?

Here’s the problem…no one has time for that!

THE VALUATION FORMULA HAS THE ANSWERS YOU NEED TO GET STARTED

You're a busy business owner. You have questions about your company's value, and you need answers FAST. Life's too short to navigate this alone.

If you’re like most of the business owners I work with, I know you want to understand your business's worth and prepare for a successful exit. (In fact, you needed these answers yesterday.)

The most challenging part of selling your business is knowing WHERE TO START.

But here's the good news:

I've successfully helped business owners value and sell their companies, and I've distilled my expertise into an easy-to-follow course.

(Hint: It's The Valuation Formula.)

No more confusion about what your business is worth. 

No more frustration as you research complex valuation methods that don’t apply to small and mid-siezed businesses for hours. 

No more contemplating completely handing over the reins to a business broker you found on the internet. 

I have a step-by-step plan. And a proven method that WORKS.

It's the same method I've used to help countless business owners maximize their selling price and achieve successful exits. It's the method that's empowered entrepreneurs to confidently negotiate deals.

Are you ready to take control of your business's value and secure your financial future?

WANT A SNEAK PEEK INSIDE THE VALUATION FORMULA?

THIS SELF-PACED PROGRAM CONTAINS EASY-TO-FOLLOW LESSONS, TEMPLATES, SCRIPTS, AND ASSIGNMENTS

Here’s what you’ll learn:

» 1: UNDERSTANDING BUSINESS VALUATION BASICS Ever wondered what your business is really worth? Or why it matters? We'll demystify business valuation and show you what is crucial for success. You'll learn about different valuation methods, how to interpret financial statements and the impact of industry standards on your business's value. By the end, you'll have a solid foundation to build upon.

» 2: THE VALUATION FORMULA FRAMEWORK This is the special sauce. I'll introduce you to our proprietary framework, The Valuation Formula. You'll discover how this unique approach simplifies the complex world of business valuation. We'll walk through each step using real-world examples. You'll learn how to customize the Formula for your specific business and industry and how to interpret the results to drive your business forward.

» 3: PREPARING YOUR BUSINESS FOR VALUATION A successful valuation starts with proper preparation. We'll roll up our sleeves and get your business ready for valuation. You'll learn how to organize your financial records, optimize your operations, ensure legal compliance, and enhance your business's appeal to potential buyers. These strategies will not only improve your valuation but also make your business run more smoothly if you decide you don’t want to sell it yet.

» 4: COMMON VALUATION MISTAKES AND HOW TO AVOID THEM Learn from others' missteps and protect your business's value. We'll explore the dangers of overvaluation and undervaluation, show you how to stay attuned to market trends, create accurate financial projections, and properly value those tricky intangible assets like your brand and customer loyalty. You'll be able to sidestep the pitfalls that trip up many business owners.

» 5: NEGOTIATION TACTICS FOR BUSINESS VALUATION Ready to maximize your business's value? You'll learn how to prepare thoroughly for negotiations, develop key strategies to effectively present your business's worth, handle objections like a pro, and close the deal on your terms. You’ll gain the confidence to negotiate from a position of strength.

The Valuation Formula program shown on multiple devices including laptop, desktop, tablet and smartphone

HERE'S WHAT'S INCLUDED IN THE VALUATION FORMULA:

  • Lifetime Access to the Program Don't worry about having to finish the course right away. You get instant and UNLIMITED LIFETIME access to The Valuation Formula, allowing you to learn at your own pace.

  • Workbook and Templates We're providing you with comprehensive workbooks that include step-by-step guides, checklists, and templates for valuing a business. This resource will help you implement what you learn, simplifying the valuation process and addressing any concerns about complexity or time constraints.

  • Exit Strategy Planning Guide Our three-part framework for planning your business exit includes lessons on aligning your exit strategy with personal goals, optimizing your business for maximum value, and positioning for a successful sale. This guide provides a clear, actionable roadmap to ensure a smooth transition and maximize your selling price.

  • Value Assessment Tool This go-to resource helps you understand how investors value your business. It guides you through the valuation thought process, interprets results, and eliminates overwhelm by filtering out irrelevant information. Discover critical questions to ask yourself or your partners to uncover and enhance your business's true value.

  • Guide to Hiring an Expert This bonus includes specialized guides to help you navigate the process of hiring experts for your business valuation and sale. Whether you're considering a business valuation expert, a transaction lawyer, or a business broker/M&A advisor, these guides provide essential information to make informed decisions and avoid common pitfalls.

  • Private Podcast Feed Short on time? Get a head start on digesting the content with the audio version of The Valuation Formula. This private podcast feed allows you to listen to the course material on the go, making it easy to fit learning into your busy schedule. Bookmark the lessons you want to revisit later when you have time to sit down, watch the videos, and work through the exercises.

By the end of The Valuation Formula program, you'll have the expertise to accurately value your business, avoid common pitfalls, and negotiate like a seasoned pro. Learn The Valuation Formula and discover your business's true worth today.

WHO IS THE VALUATION FORMULA FOR?

  • You're a business owner with aspirations to sell your company. You want to view your business from an investor's perspective and price it competitively.

  • You're an entrepreneur looking to buy a business. You need to understand how to accurately value potential acquisitions and ensure you're making a sound investment.

  • You've built a successful company, but you're unsure of its true worth. You want to learn how to value your business like an expert, considering all key aspects.

  • You're preparing for a future exit but feel overwhelmed by the valuation process. You need a clear, step-by-step approach to confidently negotiate when the time comes.

This program is perfect for business owners with no accounting experience. You don't need to be a "numbers person" to succeed - The Valuation Formula breaks down complex concepts into manageable bites.

With The Valuation Formula, you'll learn the strategies and mechanics of valuing a company in a way that fits your busy schedule. You'll gain the confidence to negotiate advantageous deals, whether you're buying or selling a business.

Now’s your chance to confidently negotiate the best price for your business

JOIN THE VALUATION FORMULA HERE!


I've been helping business owners understand the value of a business for over 20 years. I get it, financial lingo can be intimidating, and that’s why I’m here. I’m a CPA and expert business valuator who teaches business owners, service providers, entrepreneurs and everyday people the simple steps to becoming financially savvy.

Julia Kwinter

I've been helping business owners understand the value of a business for over 20 years. I get it, financial lingo can be intimidating, and that’s why I’m here. I’m a CPA and expert business valuator who teaches business owners, service providers, entrepreneurs and everyday people the simple steps to becoming financially savvy.

Back to Blog

Stay Connected

Subscribe to Get Updates

Stay Connected

Subscribe to Get Updates

© 2022 Julia Kwinter. All Rights Reserved.