Private owner guide

DIY business valuation: start with a private planning range

You can estimate what your business might sell for without hiring a broker first. DealPilot gives a free private planning range, shows the assumptions, and lets you stop there — or add a documented report, seller kit, or Deal Room only if you need them.

Free to start. No credit card. Not a broker. Nothing is published without your explicit choice.

Honest DIY path

Free private planning range

Answer a short set of questions and see a range with the main assumptions shown. Use it to plan, not as a formal valuation.

Optional documented report — $245

Adds normalized profit assumptions and written methodology for owner review. Still not an appraisal.

Optional seller kit — $995 · Deal Room — $145/mo

Organize sale materials, then share privately if you decide to talk to a buyer. You stay in control.

How a DIY business valuation actually works

Most owner-led valuations follow the same path: clean up profit, apply a planning multiple, then decide whether the number is good enough to keep preparing — or to wait. DealPilot is built for that first private step.

Step 1

Collect the numbers you already have

Revenue, owner pay, and a plain-English profit figure are enough to start. Tax returns help later, but you do not need a full data room for a first range.

Step 2

Turn profit into seller discretionary earnings

Buyers look at yearly take-home profit after adding back owner salary and one-time costs. That figure is usually called SDE.

Step 3

Apply a planning multiple, then stress-test it

Industry, customer concentration, growth, and owner dependence move the range. A DIY valuation should show those assumptions, not hide them.

Step 4

Keep the result private until you choose otherwise

A planning range is for your decision. Nothing is listed or shared unless you later open a Deal Room or publish on purpose.

What you can buy — and what you can skip

Free

Private planning range

Start on the estimate form. See a range, readiness notes, and the assumptions behind them. No credit card.

Start free estimate

Optional · $245 one-time

Documented planning report

Written assumptions, normalized profit context, and a PDF path where available — for your review, not third-party reliance.

Compare the report

Optional · $995 kit · $145/mo Deal Room

Seller kit and Deal Room

Organize CIM-style materials, then share privately if and when you choose. Still owner-controlled. Still not a broker listing.

See current pricing

What a DIY valuation is not

Owners search “DIY business valuation” when they want a number without handing the company to an outsider. That is fair. It is also where overclaims start. Use DealPilot as a planning tool, then bring in a professional if a sale, loan, or tax event needs one.

  • It is a software-generated planning range, not a certified appraisal or fairness opinion.
  • It is not brokerage, legal, tax, accounting, or investment advice.
  • A buyer, lender, or CPA may still ask for their own review before relying on any number.
  • DealPilot is a DIY toolkit for owners. We are not a business broker and do not source buyers for a commission.

Start the DIY valuation privately

Get the free planning range first. Add the $245 report, $995 seller kit, or $145/mo Deal Room only if those tools help your next step.

Start my free planning range