Part Two — Valuation & Growth Potential
National Business Growth Exchange — Owner Value Report
SECTION A — Adjusted Cash Flow Summary
Net Operating Income (from P&L): ________________________________
ODE Adjustments: ________________________________
Adjusted Cash Flow: ________________________________
MP Notes on Adjustments: ________________________________________________
SECTION B — Valuation Range
Industry Multiple (Low): ________________________________
Industry Multiple (High): ________________________________
Low Valuation: ________________________________
Mid Valuation: ________________________________
High Valuation: ________________________________
MP Notes on Valuation: ________________________________________________
SECTION C — Growth Potential
Current Value: ________________________________
Potential Value After Improvements: ________________________________
Value Gap: ________________________________
Key Drivers of Growth: ________________________________________________
Barriers to Growth: ________________________________________________
SECTION D — Transferability & Value Builder Score
Recurring Revenue Strength: ________________________________
Customer Concentration: ________________________________
Systems & Processes: ________________________________
Owner Dependency: ________________________________
Financial Stability: ________________________________
Overall Transferability Score: ________________________________
MP Notes on Transferability: ________________________________________________
SECTION E — Strategic Growth Notes
Top Growth Opportunities: ________________________________________________
Top Risks to Manage: ________________________________________________
Long-Term Potential: ________________________________________________
SECTION F — Next Step
Proceed to Part Two — Implementation & Accountability
This section outlines how the Managing Partner and owner will execute the plan over the next 180 days.