The enterprise value baseline — and the proof your work grew it
BizVal — Know What Your Business Is Worth. Watch That Number Grow.
BizVal is the enterprise value engine of the ProfitShapers ecosystem. It takes the company's real financials, runs them through an industry-benchmarked valuation model, scores the Value Drivers that underlie the multiple, and surfaces the specific driver gaps holding the number back. From that baseline, enterprise value becomes a metric the leadership team watches — not a once-every-few-years event — and every gap maps directly to an app in the ecosystem designed to close it.
The Problem
The alternative is running your largest asset without knowing what it's worth — or what's quietly capping the number
Most owners know their revenue. Very few know their enterprise value multiple — and almost none can name the specific drivers dragging it below the industry median. The valuation conversation happens once at the start of an advisory engagement, gets filed, and isn't revisited until a transaction is imminent. By then, years of value acceleration potential have passed unused. Worse, the advisory work that ran alongside it can't prove it moved the number, because no one was watching the number. BizVal closes both gaps: it establishes the baseline on day one, tracks it over time, and makes the gap analysis the operating input — not the exit checklist.
Who It's For
Built for the people who use it every day
CEOs treating their company as a managed asset, not just an operating obligation
Advisors who need a defensible EV baseline and a provable ROI story
Exit planning professionals building a multi-year value acceleration roadmap
The CEO's trusted advisor team — financial, legal, and M&A advisors who need a shared baseline to work from
Key Capabilities
What BizVal does
Industry-benchmarked enterprise value baseline
BizVal calculates enterprise value from the company's own imported financials — SDE, EBITDA, and tax-adjusted cash flow — then applies a sector-specific multiple derived from real market comparables in the same industry and revenue band. The result is a defensible, continuously updatable EV baseline: not a certified appraisal, not a forecast, but an operating read the leadership team can act on between transaction events.
Return on Value (ROV) benchmarking
Every BizVal output includes a Return on Value benchmark: where the company's current multiple sits relative to below-median, median, and top-quartile peers in its industry. That spread — between where the business stands today and where the top quartile sits — is the accessible upside. ROV benchmarking makes that number tangible, shows what reaching the next percentile is worth in dollars, and gives advisors and investment bankers a shared reference point that doesn't require reconciling separate analyses.
Value Driver scores across the operating domains — the multiple beneath the multiple
A large share of enterprise value isn't carried in the financials. It's carried in the operating domains a buyer, investor, or successor is actually paying for. BizVal scores the Value Drivers across each: Leadership & Role Capacity (role fit and clear ownership — Performance and TheFORGE), Direction & Strategic Clarity (direction and values that hold without the founder — Engage), Operating Capability & Transferability (how-we-work captured and transferable — PlaybookPro), and Execution Evidence & Value Movement (revenue quality, retention, and concentration — Performance's live KPI Dashboard). Each domain ties directly to the app built to strengthen it. That mapping is why the CEO surface in BizVal doesn't just show a score — it shows which app to open next.
Value Driver gap analysis — gaps that become Quarterly Initiatives
BizVal decomposes each operating domain into its underlying Value Drivers — the specific, measurable behaviors and conditions that compose the multiple. Each driver is scored against the industry benchmark, and gaps are surfaced in priority order: how much value is at stake, how far below benchmark the driver sits, and which app in the ecosystem addresses it. Those gaps flow directly into QIM (Quarterly Initiatives Manager) as candidate Quarterly Initiatives — so the work the team commits to each quarter is pointed at what actually moves the multiple, not activity that feels strategic.
TerraSage AI — the signal layer that reads the gaps
TerraSage AI reads BizVal's driver scores alongside the company's live Quarterly Initiatives, KPIs, talent picture, and operating cadence. When a CEO or advisor asks what to focus on this quarter, TerraSage can surface the highest-leverage driver gap, explain what's behind it in plain language, and point to the specific app where the work gets done — grounded in the company's own context, not generic advice. BizVal is the primary signal source TerraSage reads when the question is about enterprise value.
Assessment-backed Value Driver inputs
BizVal's Value Driver scores aren't self-reported — they're grounded in the assessments the organization has already run through ClientHub, including the Operating Baseline Assessment and its descriptive dimensions. Core Values Clarity, Business Alignment, Organizational Independence, Employee Retention and Wellbeing, and Value Acceleration Potential assessments each feed their respective domain score. The result is a scored picture of the operating domains that holds up to outside scrutiny — the kind of picture that matters when a sophisticated buyer, investor, or lender is asking the hard questions.
Exec-core surface with role-gated access
Enterprise value is sensitive. BizVal's full valuation and driver detail is visible only to the CEO and the executive core — access is role-gated by the same permission structure that governs every app in the ecosystem. Advisors see the full picture. The broader leadership team sees only what they've been cleared for.
Re-benchmarking over time — proof that the work created value
A baseline you never revisit is a number in a file. BizVal is built for quarterly and annual re-benchmarking — so the EV trajectory becomes visible over time, improvement in Value Driver scores shows up in the updated multiple, and advisory engagements can prove — in the client's own numbers — that the work they ran together moved the number. That's the difference between operational counsel and a defensible return on advisory investment.
Use Cases
How leadership teams put BizVal to work
- 1
An advisor runs BizVal on day one of a new engagement; the EV baseline and driver gap analysis go into the kickoff session alongside the Profit Shapers Value Plan — so the year starts with a number and a roadmap, not just a goals list
- 2
A CEO sees that Operating Capability & Transferability is the weakest domain dragging the multiple. TerraSage surfaces the specific playbook gaps underneath it. The next quarter's Quarterly Initiatives include two PlaybookPro playbooks targeting the processes buyers care about most
- 3
An exit planning advisor runs BizVal's ROV benchmarking with the CEO two years out from a planned transaction. The spread between current multiple and top-quartile peers is quantified; the driver gaps become the pre-exit acceleration roadmap. Re-benchmarking at 12 months shows the score moved — proof the engagement delivered
- 4
The CEO's trusted advisor team — CPA, legal counsel, and M&A advisor — all pull from the same BizVal baseline. The CPA validates the financial inputs; legal reviews the owner-dependence and customer-concentration risk flags BizVal surfaces; the banker uses the industry ROV benchmark to frame the upside conversation. One baseline, no reconciling three separate analyses
What BizVal is — and isn't
BizVal produces a continuous operating read on enterprise value built from your own financials and tracked Value Drivers. It is not a transaction-grade certified appraisal, not a replacement for a licensed valuation professional at the time of a transaction, and not a forecast of future value. It makes enterprise value actionable between transaction events — a metric you watch, not a number you wait for.
Part of the ProfitShapers Ecosystem
BizVal works even better with the rest of the platform
Every app in the ProfitShapers ecosystem is built to work together — one login, one subscription, one source of truth for the entire engagement.
Why we built it this way
BizVal isn't a standalone tool — it's one purpose-built app in a connected ecosystem, all reading from a single source of truth. Read the philosophy behind the ecosystem and how BizVal strengthens your execution evidence & value movement.
ClientHub
One platform for your entire growth ecosystem
One identity, one bill, one source of truth for the org. Every app in the ecosystem signs in here, reads from here, and stays in sync — no reconciliation work.
QIM
Quarterly Initiatives that move enterprise value
Leadership evaluates, selects, plans, and manages 90-day Quarterly Initiatives anchored to the Profit Shapers Value Plan and the company's Value Drivers.
PlaybookPro
Build the playbooks. Rehearse them until they win
Playbooks live in the system, not in one veteran's head — and the rehearsal layer is the differentiator. A playbook nobody has practiced is a document, not a capability.
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