CONFIDENTIAL VALUATION SERVICE

Know exactly what your business is worth. Before you decide anything else.

A confidential, data-driven business valuation backed by DFW market intelligence — not a generic calculator estimate. Written report, comparable transaction analysis, and expert consultation included.

NDA-First Process

Written Report

DFW Market Data

No Obligation

THE VALUATION GAP

Most business owners get the number wrong.

And the cost of being wrong is not theoretical — it is measured in six figures.

Overpriced and sitting

Owners who rely on rules of thumb or wishful math overprice by 20-40%. The business sits on the market for months, word gets out, employees worry, and the eventual sale price is often lower than a correctly priced listing would have achieved in the first place.

65%

of overpriced businesses take 12+ months to sell

Underpriced and leaving money behind

Generic online calculators and national averages routinely undervalue DFW businesses. Owners accept the first offer without realizing their local market commands a premium. A 0.3x multiple gap on $300K SDE is $90,000 left on the table.

$90K+

typical underpricing on a $300K SDE business

Unprepared and reactive

Without a professional valuation, owners negotiate from weakness. They cannot justify their asking price, cannot explain their add-backs, and cannot address buyer objections with data. Buyers with better information control the negotiation.

3x

more likely to accept unfavorable deal terms

TWO OPTIONS

Free calculator or professional valuation.

Both start in the same place — your industry and earnings. The difference is depth, accuracy, and defensibility.

FEATURE

FREE CALCULATOR

PROFESSIONAL

Instant estimate

Industry-specific SDE multiple

Five-factor business scoring

DFW comparable transaction data

Normalized earnings analysis (2-3 years)

15+ business quality factors

Customer and contract assessment

Written valuation report

Consultation with valuation analyst

NDA-protected confidentiality

Accuracy range

±15-25%
±5-10%

WHAT YOU GET

Everything included in a professional valuation.

A complete picture of your business's market value, backed by local data and delivered with expert guidance.

Normalized earnings analysis

We analyze 2-3 years of financial statements, identify and verify every add-back, and calculate your true Seller's Discretionary Earnings. This is the foundation buyers use to determine what they will pay.

DFW comparable transactions

Your valuation is benchmarked against real transactions in the North Texas market — not national averages. We use DFW-specific data to position your business within the local competitive landscape.

15+ factor quality assessment

Beyond the calculator's five factors, we evaluate customer concentration, contract quality, lease terms, equipment condition, management depth, brand strength, competitive position, and growth trajectory.

Written valuation report

A professional document with your defensible valuation range, methodology, factor-by-factor scoring, market context, and supporting data. Useful for negotiations, planning, partner buyouts, and estate purposes.

Industry-specific benchmarking

Your business is compared against industry-specific KPIs and value drivers. An HVAC company is evaluated on service agreements and tech depth; a restaurant on lease terms and prime costs. Every industry has its own lens.

30-minute consultation

We walk through every finding one-on-one. You will understand exactly where your business falls, what expands or compresses your multiple, and what realistic options you have — sell, grow, or hold.

HOW IT WORKS

Four steps to know your number.

A structured, confidential process from first conversation to delivered report. Most valuations are completed within 10-15 business days.

1

Confidential conversation

15-MINUTE CALL

We start with a no-obligation phone call to understand your situation, goals, and timeline. This conversation is protected by NDA before any financial details are shared. We will explain the process, answer your questions, and determine if a professional valuation is the right next step for you.

2

Document collection

2-3 BUSINESS DAYS

If you decide to proceed, we request 2-3 years of financial statements, owner compensation details, and basic operational information. We provide a simple checklist and can work directly with your accountant. Most clients complete this step within a few days.

3

Analysis and report

5-7 BUSINESS DAYS

Our team analyzes your financials, normalizes earnings, benchmarks against comparable DFW transactions, scores 15+ business quality factors, and prepares a written valuation report with a defensible range, factor-by-factor breakdown, and market context specific to your industry and location.

4

Consultation and next steps

30-MINUTE CALL

We walk through every finding in a one-on-one consultation. You will understand exactly where your business falls, what is driving your multiple, what could improve it, and what your realistic options are. From there, the decision is yours — sell now, grow first, or simply hold.

Start with a Confidential Conversation

NO OBLIGATION — NDA SIGNED BEFORE ANY DATA IS SHARED

24 INDUSTRIES COVERED

Deep expertise across the industries that drive DFW.

Every industry has its own valuation dynamics. Our team understands the specific factors, buyer profiles, and market conditions that determine your multiple.

Do not see your industry? Contact us — we can often provide a custom valuation using comparable transaction data.

WHY NTBX

Built for North Texas business owners.

National firms apply national data. We operate in one market and know it deeply.

DFW-specific data

Valuations grounded in actual North Texas transaction data — not national averages that may under- or over-count your business.

Confidential from day one

NDA signed before any financial information is shared. Every conversation, every document, every finding is protected.

24 industry models

Purpose-built valuation models for every major industry active in the DFW market, with industry-specific KPIs and scoring.

No obligation, no pressure

A valuation is an information tool, not a commitment. Use it to sell, to plan, or to understand. The decision is always yours.

Confidential ProcessNDA ProtectedNorth Texas DataWritten ReportExpert Consultation

QUESTIONS

Frequently asked questions

Common questions about professional business valuations, confidentiality, pricing, and the process.

How is a professional valuation different from the free calculator?
The free calculator provides an instant market-based estimate using our five-factor scoring model — it is a solid starting point. A professional valuation goes significantly deeper: we analyze 2-3 years of financial statements, normalize earnings with verified add-backs, benchmark your business against comparable DFW transactions, evaluate 15+ business quality factors (vs. the calculator's 5), assess your customer concentration and contract quality, review lease terms and equipment condition, and deliver a written report with a defensible valuation range. The calculator gets you within 15-25% accuracy; a professional valuation narrows that to 5-10%.
What information do I need to provide?
For the initial conversation, you do not need to prepare anything — we start with a confidential phone call to understand your situation and goals. If you move forward with a full valuation, we will request: your most recent 2-3 years of tax returns or profit-and-loss statements, a current balance sheet, an owner compensation summary (salary, benefits, perks), a list of material contracts or recurring revenue agreements, a basic employee roster, and your current lease terms. Most owners have these readily available. We guide you through the entire process and can work with your accountant directly if preferred.
How long does the valuation process take?
From initial conversation to delivered report, most professional valuations are completed within 10-15 business days. The timeline breaks down as: initial confidential call (Day 1), document collection (Days 2-5, depending on your responsiveness), analysis and report preparation (Days 5-12), and a 30-minute consultation to walk through findings (Day 12-15). If you need an expedited timeline — for example, if you have received an unsolicited offer — we can accommodate faster turnarounds.
Is my information kept confidential?
Absolutely. Confidentiality is the foundation of our process, not a feature. Every engagement begins with a signed NDA before any financial information is shared. Your data is never shared with buyers, competitors, or third parties without your explicit written consent. We operate on an NDA-first basis — meaning we sign before you share, not after. If you decide not to proceed at any point, all materials are returned or destroyed.
What does a professional valuation cost?
Professional valuations for small businesses in the DFW market typically range from $2,500 to $7,500 depending on business complexity, number of revenue streams, and industry. Businesses with straightforward financials and single revenue streams are on the lower end; multi-location, multi-service businesses with complex structures are on the higher end. We provide a fixed quote after the initial confidential call so there are no surprises. The investment typically pays for itself many times over — a properly positioned business routinely sells for 10-20% more than one that goes to market without professional valuation support.
Do I have to sell if I get a valuation?
No. Many of our clients use the valuation for planning purposes only — to understand their current position, identify what would increase their value, and set a timeline for a future exit. A professional valuation is valuable whether you plan to sell in 6 months, 3 years, or never. Knowing your number gives you leverage in any strategic decision: taking on a partner, buying out a co-owner, estate planning, insurance coverage, or simply understanding the largest asset on your balance sheet.
What happens after I receive my valuation?
That is entirely up to you. After the consultation call, you will have a clear understanding of your business's market value, what is driving your multiple, and what could improve it. From there, you can: proceed with selling and engage our advisory team to take you to market, implement our growth-before-exit recommendations to increase your value over 12-18 months, or simply file the report for future reference. There is no obligation to take any next step. We earn your business by delivering value, not by pressuring a decision.
Why should I choose NTBX over a national valuation firm?
National firms apply generic industry multiples based on broad datasets. NTBX valuations are grounded in DFW-specific transaction data — we know what buyers are actually paying in North Texas, which submarkets command premiums, and how local buyer depth affects deal velocity. Our valuations reflect the reality of your market, not a national average that may undercount or overcount your business. We also operate within a broader DFW ecosystem (DFW Strategy, DFW Professionals) that gives us visibility into local buyer activity, competitive dynamics, and market trends that national firms simply do not have.
Can I start with the free calculator and upgrade later?
Yes — and that is the path most of our clients take. The free calculator gives you an instant range and helps you understand the key factors that drive your multiple. Many owners use the calculator results to decide whether a professional valuation is worth the investment. When you are ready, the professional valuation builds on that foundation with much deeper analysis. There is no penalty or premium for starting with the calculator first.
What industries do you cover?
Our valuation database covers 24 industries active in the DFW market, including HVAC, dental practices, plumbing, restaurants, insurance agencies, e-commerce, home services (electrical, roofing, pool, landscaping, cleaning, pest control), hospitality (hotels, motels, bars), laundromats, gas stations, car washes, and specialty services (funeral homes, salons/spas, gyms, daycares, veterinary practices). If your industry is not listed, contact us — we can often provide a custom valuation using comparable transaction data.
North Texas Business Exchange seal

The most important numberyou do not know yet.

Whether you sell tomorrow, in three years, or never — knowing what your business is worth changes every decision you make. Start with a confidential conversation.

NDA SIGNED BEFORE ANY DATA IS SHARED — NO OBLIGATION