Sample report

A real Strategic-tier report.
Anonymized, but unedited.

This is the same output an actual customer received — same structure, same depth of analysis, same recommendations. Names and figures have been adjusted to protect the owner's privacy.

Valuation & Sellability ReportConfidential

Northwind Logistics, LLC

Specialty freight brokerage · Ohio · Prepared March 2025

TTM Revenue
$8.4M
Normalized EBITDA
$1.62M
Confidence Score
82/100
01 — Executive summary

Where the business stands today

Northwind operates a profitable specialty freight brokerage with steady single-digit revenue growth and above-average gross margins for the sector. Cash conversion is strong and the customer book is diversified across 140+ accounts. However, the business carries three meaningful diligence risks — heavy owner involvement in sales, undocumented operational SOPs, and a single-vendor dependency for line-haul capacity — that will compress the multiple a sophisticated buyer is willing to pay.

02 — Indicative valuation

Defensible market range

Conservative
$5.2M
3.2× EBITDA
Base case
$7.1M
4.4× EBITDA
Strategic buyer
$9.4M
5.8× EBITDA

Range derived from 47 comparable specialty-freight transactions ($3M–$15M revenue, 2022–2024) adjusted for owner add-backs, recurring revenue ratio, and concentration risk.

03 — Sellability GPA

How attractive is this business to a buyer?

2.7
/ 4.0 — Good
Financial quality3.4
Operational maturity2.1
Customer & revenue health3.0
Management depth1.8
Exit readiness2.9
04 — Value killers

What's compressing your multiple

Owner is the head of sales

−0.8× multiple

63% of new accounts in the trailing 24 months were sourced personally by the owner. Buyers will discount this as transition risk and require a multi-year earn-out.

Undocumented operational SOPs

−0.4× multiple

Dispatch playbooks, carrier vetting, and exception handling live in tribal knowledge. Strategic buyers reading the data room will flag this as integration friction.

Single line-haul carrier (38% of capacity)

−0.3× multiple

Vendor concentration creates a real continuity risk. A second qualified carrier under contract would materially de-risk the business.

05 — Value roadmap

Top moves over the next 12 months

Quick win
Document top-10 SOPs
30 days+$280k
Quick win
Sign backup carrier MSA
60 days+$210k
Strategic
Hire VP Sales (offload owner book)
6–9 mo+$1.1M
Strategic
Convert top 25 customers to MSA
9–12 mo+$640k
Total potential lift
+$2.23M
If executed over 12 months, these four moves bring the base-case valuation from $7.1M to ~$9.3M.

Not a certified valuation. This report is a market estimate based on owner-supplied information and comparable transaction data. Results are intended for strategic planning and are not suitable for tax filings, court proceedings, or M&A closings, which require a credentialed valuation professional.

Ready to see your numbers?

15–25 minutes of intake. Report delivered same day.

Start my valuation