A one-time valuation is a snapshot. Monthly monitoring is the feed. Track your value, your KPIs, and your exit readiness in real time — and get alerted the moment something needs your attention.
A business that was worth $2M eighteen months ago might be worth $1.4M today — and the owner has no idea. Customer concentration crept up. A key employee became indispensable. Revenue stalled while expenses quietly climbed.
By the time you notice, the damage is done. Your exit window is smaller, your leverage is gone, and fixing it takes twice as long as it would have if you’d caught it early.
Monthly monitoring is the early warning system that keeps none of that from being a surprise.
Multiples compress quietly. A single KPI moving the wrong direction for 3 months can reduce your exit value by hundreds of thousands.
When you own multiple businesses, the one you’re not looking at is almost always the one where something is slipping.
Buyers and lenders scrutinize the same 5 factors every time. Without monthly tracking, you won’t know where you stand until it’s too late to fix it.
Connect your financials, define your benchmarks, and receive a full monitoring report on the 1st of every month.
Link your P&L, enter your baseline metrics, and set your target exit value. Takes 20 minutes. We handle every month after that automatically.
Every month we re-benchmark your business against live market comparables, score your KPIs, run your exit readiness check, and flag anything that moved the wrong direction.
A complete monthly monitoring report in your inbox on the 1st — plus real-time alerts any time a KPI crosses a threshold you define. No surprises at exit.
Not a dashboard you have to check. A report that arrives in your inbox — with the flags, the benchmarks, and the action items already identified.
Re-benchmarked every month against live comparable transactions. You always know what your business is worth right now.
Revenue trend, SDE margin, customer concentration, key-man dependency, churn rate, and 7 more — scored against your targets and industry benchmarks.
Set the numbers that matter to you. When a KPI crosses your line, you get an alert immediately — not 30 days later in the next report.
Tracked month over month across the 5 factors buyers and SBA lenders scrutinize first. You can see your progress and fix problems before they cost you at the table.
Every report ends with 3–5 prioritized actions ranked by impact on your exit value. Not observations — instructions.
Every alert is calibrated against 30M+ business transactions. When we flag something, it’s because the data says it matters.
Your estimated exit value dropped by more than 5% month-over-month. The specific KPI driving the compression is identified and an action plan is attached.
A single employee or the owner is accumulating too many customer relationships or operational dependencies. Flags before it becomes a buyer concern.
Any single customer crossing your defined revenue threshold. One of the most common reasons SBA lenders and buyers re-trade or walk.
Industry comparables shifted upward in your category. You may be able to command a higher multiple than last time you checked — and here’s why.
Expenses are growing faster than revenue. Left unchecked this kills your multiple. Flagged at 3% compression with the expense categories driving it identified.
When you hit a new exit readiness score threshold, you get a milestone alert — and the next specific action to move the needle further.
Single business or multi-unit portfolio — there’s a monitoring plan built for your stage. Cancel anytime. No setup fee.
“The alert system caught a customer concentration problem I didn’t see coming. One account had grown to 31% of my revenue. The report flagged it four months before I was planning to list. Fixed it in time. Saved the deal.”
“I run three HVAC businesses. Before monitoring I had no idea what my combined portfolio was worth or which one was dragging the others. Now I have a consolidated number every month and I know exactly where to put my attention.”
“My exit readiness score went from 5.8 to 8.1 in nine months. I could see exactly what was moving it and what wasn’t. When I finally listed, my broker said the business was one of the cleanest he’d seen at this price point.”
The one-time valuation gives you an accurate number on a specific date. Monthly monitoring tracks how that number changes over time, flags the KPIs moving it, and tells you what to do about it. Most serious owners do the one-time valuation first, then switch to monthly monitoring.
Your monthly P&L is all that’s required. Most accounting software can export this in under 5 minutes. We handle the benchmarking, the scoring, and the report from there.
Yes. The Growth plan covers up to 3 businesses with a consolidated portfolio dashboard. The Enterprise plan covers unlimited businesses with a holdco-level valuation and a dedicated analyst.
Your first report is delivered within 48 hours of setup. After that, reports arrive on the 1st of every month. Real-time alerts fire immediately when a threshold is crossed — no waiting for the monthly report.
Yes. Every monthly report includes a lender-ready summary page. Brokers and lenders recognize the format — it presents your valuation methodology, KPI trends, and risk factors in a structure they can use in their own analysis.
No contract, no minimum. Month-to-month. Cancel from your dashboard anytime. We also offer a 30-day money-back guarantee — if your first report isn’t worth the subscription, you get a full refund.
Monthly monitoring. Real-time alerts. Exit readiness tracked every 30 days. First report in 48 hours.