Summit: Valuation & Exit Planning
Know what it's worth - and how to sell it. Estimates enterprise value across multiple methods, identifies the value drivers to improve before a sale, and lays out an exit runway and deal-structure options.
What this specialist does
Estimate what the business is worth and the moves that raise the multiple.
Summit is one member of the Atrium Wealth Council®. It works from the same private financial profile as every other specialist, so its plan accounts for your debts, goals, taxes and cash position, not just the numbers on one form.
What Summit asks about
- Industry
- Annual revenue
- Annual owner cash flow (SDE/EBITDA)
- How dependent is the business on you?
- Exit timeline
Availability
Part of the Commercial Agents add-on, available to Elite members or as a standalone annual plan. See every specialist.
Atrium Wealth Council® is educational planning software, not a registered investment advisor, tax preparer, attorney, or insurance broker.