Intake
New Broker’s Opinion
Enter financials or load a sample. The engine recasts SDE, weights three approaches, and files PDF + Word if you attach a CRM folder.
Company
File in CRM
If selected, the finished DOCX and PDF are written to that company’s Valuations folder.
Revenue entered across years
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Financial history
Operating expenses should include owner pay, rent, and D&A. Those lines are then added back in the recast.
| Year | Revenue | COGS | OpEx | Owner pay | D&A | Interest | Actual rent | Add-backs | One-time |
|---|---|---|---|---|---|---|---|---|---|