What Is Your Company Worth?
Not what your CPA says. What a buyer would actually pay. Answer honestly for ten minutes and get your indicated value, the gap to best-in-class, and the three things to fix first, with the dollars attached.
Pick your industry →Pick your industry
Each version uses the questions, benchmarks, and deal multiples for that kind of business.
HVAC Company
Booking rate, replacement close rate, revenue per tech, maintenance agreements, margins by department.
Start the HVAC version →Pool Company
Route density, recurring accounts, construction job costing, service-to-repair conversion.
Start the Pool version →MSP / MSSP
MRR, service desk, margin by service line, engineer retention, and a full managed security section.
Start the MSP version →Insurance Agency
Retention, account rounding, producers, carriers and book ownership, trust accounting, E&O.
Start the Insurance version →Any Company, $2M–$50M
Sales, operations, finance, people, technology, leadership, customers, and diligence readiness.
Start the general version →More industries
More industry-specific versions are on the way. Until yours is ready, use the general version, which is built for any company doing $2M–$50M.
Your number, your gap, your next three moves
Health is what you do. Value is what a buyer pays for. This scores both.
- 1
Your indicated value today
The nine things buyers price (growth, recurring revenue, customer concentration, margin, owner dependency, and more) set your multiple, applied to your EBITDA.
- 2
The gap, in dollars
Today’s value against what a best-in-class company your size in your market would clear, split between fixing margin and earning a better multiple.
- 3
The three things to fix first
The most value for the least effort: quick wins and 90-day fixes, ranked by the dollars at stake. Your results are emailed to you.
Ten honest minutes
Score what a buyer’s diligence team could verify today, not what you intend to do.
Six numbers
Revenue, EBITDA, growth, margin, recurring revenue, owner hours. Estimates are fine.
62–70 questions
Every part of the business, including what a buyer checks in diligence.
Your results
Value, gap, and the do-first list on screen and in your inbox.
Optional debrief
If the gap surprises you, book 30 minutes to walk through it. No charge, no pitch.
Built by someone who’s sat on the other side of the table
Jason Caras built a company from zero to $34M in revenue, made the Inc. 5000 seven times, and sold it to a publicly traded firm. The Caras Institute helps owners of $2M–$50M companies run the same playbook a private equity firm runs after it buys a company, before a buyer ever shows up.
Run It Like You’re Selling It
The book behind the assessment: the 100-day procedure a PE firm runs on a company it buys, run on your own company first. Every chapter ends in a self-score that maps to this tool.
Before you start
Is it really free?
Yes. No credit card, no obligation. You get your results whether or not you ever talk to us.
Who sees my numbers?
Only you and the Caras Institute. We don’t sell or share your information. You’ll get your results by email and an occasional note from Jason; unsubscribe any time.
Is this a valuation?
It’s an indicated value based on current market multiples for your industry and the drivers buyers price. It’s directional, not a certified valuation, and it’s the same lens a buyer walks in with.
My industry isn’t listed. Which version do I use?
Use the general version. It’s built for any company doing $2M–$50M and uses multiples by industry.
What happens after I finish?
You see your results right away and get a copy by email. If you want to talk through them, you can book 30 minutes with Jason. That’s up to you.