Business Value Snapshot

One Final Step to Complete Your Snapshot.

Your Value & Transferability Assessment has already provided NAVA with the qualitative business information needed for the analysis. This final step collects only the financial information required to develop your indicative business value range.

WHAT WE NEED

A Short Financial Summary — Not a Due-Diligence Exercise.

The Business Value Snapshot is intentionally designed as a focused, owner-friendly assessment. You do not need to upload financial statements or assemble a data room.

Please provide the best information currently available. Reasonable estimates are acceptable where exact figures are not readily available.

For the Snapshot, NAVA only needs:

Revenue for the last three completed years
Earnings for the last three completed years
The earnings basis used — SDE, EBITDA, net income, or unsure
Current year-to-date revenue and earnings, if available
Approximate owner compensation and significant add-backs, if applicable
A short explanation of unusual events that materially affected the results, if applicable

FINANCIAL INTAKE

Complete the Financial Information Below.

NAVA will combine these financial inputs with your completed Value & Transferability Assessment and relevant market evidence to prepare your Business Value Snapshot.

No document uploads are required. The $499 Business Value Snapshot is based on the information you provide, your completed assessment, and NAVA's review of relevant market evidence. Deeper document validation is reserved for the Enterprise Value Assessment.

WHAT HAPPENS NEXT

From Financial Inputs to Your Value Snapshot.

01 / MATCH NAVA connects your information.

Your financial inputs are matched with the Value & Transferability Assessment you already completed.

02 / ANALYZE Financial and market analysis.

NAVA reviews earnings, normalization considerations, relevant market multiples and the business-specific factors affecting transferability.

03 / DELIVER Your Business Value Snapshot.

You receive an indicative value range, key value drivers, material risks and priority opportunities for improving value and transferability.

The NAVA Business Value Snapshot is an advisory estimate intended for planning and decision-support purposes. It is not a certified appraisal, fairness opinion, legal or tax opinion, securities valuation, or guarantee of transaction value.