Can I get a PDF copy of my valuation?
Yes — and you should. Once you complete the business valuation calculator, you have the option to download a branded PDF valuation report summarizing your results. This is one of the most useful things you can do with your valuation estimate, and it costs you nothing.
Here is everything you need to know about the PDF report — what is in it, why it matters, how to use it, and who to share it with.
What Is Included in the PDF Valuation Report?
Your PDF report is a professional, formatted document that captures everything the calculator produced in a clean, shareable format. It includes:
Executive Summary
A plain-English overview of your business valuation results — your estimated value range, the primary methodology used, and a brief summary of the key inputs that drove the number. This is the section most people read first and the one most useful for sharing with advisors, brokers, or partners who need a quick snapshot.
Your Estimated Value Range
Rather than presenting a single number — which would imply a false precision — the report presents a low, mid, and high estimate based on your inputs and industry benchmarks. This range reflects the realistic spread of outcomes you might encounter in the market depending on buyer type, deal structure, and negotiation.
Valuation Methodology Breakdown
A clear explanation of which valuation method or methods were applied to your business — SDE, EBITDA, Capitalization of Earnings, Times Revenue, or DCF — and why. Understanding the methodology behind your number helps you have more informed conversations with brokers, buyers, and advisors. A business valuation report is an attempt to thoroughly document and assess the value of an enterprise, encompassing not only an analysis of financial data but also the application of appropriate valuation approaches. Valentiam
Key Financial Inputs Summary
A summary of the financial information you entered — revenue, earnings, owner compensation, and assets — so the basis for your valuation is clearly documented. This is particularly useful when sharing your report with a broker or advisor who may want to review and refine your numbers.
Industry Multiplier Applied
The report identifies the industry multiplier used in your valuation calculation and provides context for where that multiplier falls relative to the broader range for your sector. This helps you understand not just what your business is worth today, but what factors could move your multiplier higher before a sale.
Value Drivers and Improvement Opportunities
One of the most actionable sections of the report — a breakdown of the specific factors that are positively or negatively influencing your valuation. Think of this as your road map for increasing your business value before going to market. Each factor identified gives you a concrete area to focus on in the months or years leading up to a sale.
AI-Enhanced Narrative
The Pro tier report includes an AI-generated written narrative that contextualizes your results — describing your business’s position in the market, the key drivers of your valuation, and what a buyer would likely see when evaluating your business. This transforms your report from a collection of numbers into a readable document that tells your business’s financial story.
Why Is the PDF Report Valuable?
The numbers on your screen disappear when you close the browser. The PDF does not. Having a documented, formatted report gives you something tangible to work with — and to share.
Here is why business owners find the PDF report useful:
It gives you a reference point over time
Business value is not static. As your revenue grows, your earnings improve, and you reduce owner dependence, your value increases. Downloading your report today gives you a baseline you can compare against in six or twelve months when you run the calculator again. Tracking your valuation over time is one of the clearest ways to measure the impact of the decisions you are making in your business.
It starts conversations with the right people
Walking into a meeting with a business broker, financial advisor, accountant, or attorney with a valuation report in hand immediately elevates the conversation. Instead of starting from scratch, you can say “here is where I think the business is — I would like your assessment of these numbers.” That is a far more productive starting point than asking someone to estimate your value from memory.
It helps you set realistic expectations
Many business owners carry a number in their head — often based on what they have put into the business rather than what a buyer would pay for it. The PDF report gives you an objective, methodology-backed figure to work from, which can either validate your expectations or give you important information about the gap between what you hope to receive and what the market is likely to offer.
It supports early-stage sale preparation
If you are beginning to think about selling — even if the timeline is two or three years out — the report gives you a starting point for the work ahead. The value improvement section in particular gives you a prioritized list of things to focus on to maximize your outcome at closing.
How Do I Download My PDF Report?
After completing all four steps of the valuation wizard and reviewing your results on screen, you will see a download button on the results page. Click it and your Free basic PDF report will generate and download automatically to your device. No account is required to download the report.
If you are on a mobile device the PDF will download to your files app or downloads folder depending on your operating system. From there you can open it, save it, share it via email, or print it.
Free Report vs. Pro Report — What Is the Difference?
The free version of the PDF report includes your core valuation results — estimated value range, methodology used, key inputs, and industry multiplier. It is a genuinely useful document for most business owners at the early stages of exit planning.
The Pro report includes several additional elements:
- AI-enhanced valuation narrative — a written story of your business’s financial position, written in plain English, that you can share with advisors or use as a starting point for a Confidential Information Memorandum (CIM) when going to market
- The Agency logo and brand colors — the report is branded to the agency business or the broker’s firm rather than displaying generic formatting
- Priority report delivery — the Pro report generates faster and with higher priority in the delivery queue
- Extended value improvement analysis — more detailed breakdown of specific areas where your business value can be increased
For business brokers and advisors using ExitValuator Pro on their own website, the Pro PDF report is a powerful client-facing deliverable — professional, branded, and detailed enough to anchor a meaningful advisory conversation.
Who Should I Share My Report With?
Your valuation report is a tool — and like any tool, its value depends on how you use it. Here are the people most worth sharing it with and what to expect from those conversations:
A business broker
A qualified broker can review your report, validate or challenge the methodology, and give you a more market-informed view of what your business would actually sell for given current buyer demand in your area and industry. If your numbers are solid, a broker can also help you identify the right time to go to market. The International Business Brokers Association (IBBA) maintains a directory of certified brokers by location and specialty.
Your accountant or CPA
Your accountant can help you verify the financial inputs in your report — particularly your SDE or EBITDA figures — and identify any addbacks you may have missed. They can also advise on the tax implications of a sale at the valuation level your report indicates, which is critical information for exit planning.
A financial advisor
If the proceeds from a business sale represent a significant portion of your retirement or financial plan, your financial advisor needs to know your estimated business value to help you plan appropriately. Your report gives them a concrete starting point for that conversation.
A business partner or co-owner
If you own the business with partners, sharing a valuation report is an important step in aligning expectations about what the business is worth — particularly if a buyout, ownership transition, or eventual sale is on the horizon.
A potential buyer or investor
While the free calculator report is not a certified appraisal and should not be presented as one, it can serve as a useful conversation starter in early-stage discussions with potential buyers or investors — particularly if a more formal valuation is planned as part of due diligence.
A Note on Confidentiality
Your valuation report contains sensitive financial information about your business. Treat it accordingly. When sharing with advisors or professionals, most will be bound by professional confidentiality standards. When sharing with potential buyers or investors in early discussions, consider having a Non-Disclosure Agreement (NDA) in place before disclosing detailed financial information. Your business broker can help you navigate the appropriate timing and conditions for sharing financial information during a sale process.
For guidance on how to use a business valuation report as part of a broader exit planning process, Viking Mergers & Acquisitions has an excellent resource on the difference between estimates and formal appraisals and when each is appropriate.
Ready to generate your valuation report? Start your free business valuation now →