Sample monthly value report
This is what lands in your inbox each month in "ready to present" PDF format.
BizValueDash
Your monthly value report
Sample Co. · HVAC services · September
Illustrative example. Not a real business.
Indicative value range ▲ 4% this month
$2.1M – $2.5M
Value over the last 12 months Midpoint and range
Your value rose about 4% this month. Better margins added about 6%, after the price increase in July and fewer callbacks. Softer sale multiples for HVAC businesses took back about 2%. The rise came from what you did, not from the market.
Your business KPIs
EBITDA margin
18.4%
▲ 1.2 pts
HelpingYouPeers 15.1%
Revenue growth
9.0%
▲ 0.6 pts
HelpingYouPeers 6.5%
Recurring revenue
32% of sales
No change
Holding backYouPeers 40%
Top 5 customers
41% of sales
No change
Holding backYouPeers 30%
Working capital
38 days
▼ 3 days
HelpingYouPeers 42 days
Owner dependence
Medium
No change
NeutralLowHigh
Market data What the market is doing in your industry, last 6 months
Industry multiple
4.2x
▼ 0.1x
Buyers paying slightly less
Peer margin
15.1%
You: above
Supports a higher multiple
Deals in sector
27 / yr
▲ 4
More buyers are active
Lending rate
7.5%
No change
Borrowing costs steady
Your next moves Estimated effect on value
1
Move your 20 largest service customers onto annual maintenance plansRecurring revenue is 32% of sales against 40% for peers.
+3% to +5%
2
Put your two largest commercial customers on written contractsYour top five customers are 41% of sales against 30% for peers.
+2% to +3%
How your range is calculated Same formulas every month, from your books and published market data
EBITDA, last 12 months
$548K
×
Industry sale multiple
4.2x
=
Midpoint, with the range shown 9% either side
$2.3M
Indicative estimate for tracking and planning. Not a formal valuation, appraisal or opinion of value.
How to read it
- The range is an indicative estimate built from your own books and current market data.
- The split between your KPIs and market data shows what you earned and what the market handed you.
- The bars under each KPI show where you stand against similar businesses. The dark marker is the peer average.
- The next moves are the one or two changes likely to add the most value from here.
The report arrives as a PDF, so it is ready to share with your board, lenders or shareholders.
BizValueDash reports are indicative estimates for tracking and planning. They are not formal valuations, appraisals or opinions of value.