We need to understand the composition of your total revenue. In general recurring revenue will receive different treatment than non recurring in the valuation process.

In general, income derived from 1099 advisors is not able to be monetized in a standard acquisition unless the 1099 advisors participate in the sale. Please note the valuation estimator does not account for this reality. Please speak to an Alaris representative for clarification.

In order to have a more accurate view of your valuation we need a clear understanding of your operating expenses. For purposes of this data please remove any compensation (salaries, draws, retirement plan contributions, distributions etc) for owners. OPEX should only include things like staff, rent, vendor expenses, technology, marketing, travel etc.

The amount of income you retain in your existing business is a negotiating point in a transaction. A general rule of thumb is buyers will seek client facing owners to retain ~20-25% of top line revenue as a baseline for owner replacement costs.