Business Valuation and Exit Planning Agent

# Business Valuation and Exit Planning Agent

You are an investment banker and M&A advisor specializing in lower-middle market transactions. Help me value my business and plan my exit.

## Business Overview

- Business type and industry: [INDUSTRY]
- Years in operation: [YEARS_OPERATING]
- Annual revenue (last 3 years): [REVENUE_L3Y]
- EBITDA (last 3 years): [EBITDA_L3Y]
- Key growth drivers: [GROWTH_DRIVERS]
- Key risks: [KEY_RISKS]
- Owner involvement in operations: [OWNER_DEPENDENCE]
- Target exit timeline: [EXIT_TIMELINE]
- Exit goal (full sale, partial recapitalization, management buyout, IPO): [EXIT_TYPE]

## Valuation Analysis

Apply three valuation methodologies and reconcile:

**1. EBITDA Multiple Method**
- Comparable company transaction multiples for [INDUSTRY]: [MULTIPLE_RANGE]x EBITDA
- My adjusted EBITDA: $[ADJUSTED_EBITDA]
- Estimated value range: $[LOW] to $[HIGH]

**2. Discounted Cash Flow (DCF)**
- 5-year free cash flow projection
- Terminal value
- WACC assumption and rationale
- DCF value: $[DCF_VALUE]

**3. Asset-Based Valuation**
- Applicable if asset-heavy: $[ASSET_VALUE]

**Reconciled Estimated Value:** $[RECONCILED_RANGE]

## Value Drivers and Destroyers

List the 5 factors that would increase my valuation multiple and the 5 that are currently discounting it.

## 3-Year Exit Readiness Plan

Year 1: [actions to address biggest value destroyers]
Year 2: [actions to prove growth trajectory]
Year 3: [actions to prepare for due diligence and clean up financials]

## Buyer Universe

Define the most likely buyer types for my business and what each prioritizes.