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Assessment Disclaimer

Specific terms, scopes, and parameters concerning the Business Value & Transition Score™ diagnostic tool.

1. Not a Certified Valuation or Formal Appraisal

The Business Value & Transition Score™ (and any reports generated by our diagnostic questionnaires) does not constitute a certified business appraisal, certified valuation opinion, or formal accounting audit. Formal appraisals require detailed physical audits, transaction market tracking, and forensic ledgers certified by organizations like the ASA (American Society of Appraisers) or NACVA. Our score tools provide **indicative planning values** based on owner-reported metrics combined with standard industry multiple ranges.

2. Information Relies on User Inputs

All scorecard parameters, growth advice, and valuation ranges are derived directly from inputs provided by the user. If information provided regarding revenues, Adjusted EBITDA, concentration metrics, or management independence is incomplete or inaccurate, the resulting scorecards and multiples will be misaligned. We do not independently audit or verify any metrics submitted through our online diagnostics.

3. Market Dynamics & Transaction Exits

Actual transaction pricing in corporate M&A depends on dynamic market factors, direct buyer negotiations, interest rate cycles, industry consolidations, and transaction-specific terms (such as cash at close, earn-outs, or seller notes). An indicative valuation score is not a guarantee that a business can or will be sold at that level, nor does it guarantee the availability of willing buyers in the market.

4. Professional Counsel Advice

No output from our diagnostics should replace formal consultation with your specialized estate planning attorneys, corporate counsel, or tax CPAs. You should seek qualified professional advisors prior to executing corporate sales, restructuring legal entities, or signing binding transaction terms.