CT Acquisitions

Discovery call tool

Open with this. "Before we dig in, let me tell you how this goes. I'll ask about your timeline and what you think the business is worth, we'll work out which issues are likely showing up in yours, and I'll tell you what I'd fix first. If there's real money sitting in the gap I'll tell you what a proper read costs. Most owners take the notes and go do it themselves, and that's a fine outcome. Sound fair?"

01 The numbers

Annual revenue

Net profit before taxBottom line as reported. Say below whether owner pay is in it.

InterestStraight off the P&L.

Depreciation and amortizationStraight off the P&L.

Total owner pay in the P&LFull W2, draws and benefits. Not the excess over market.

Market cost to replace themWhat a hired manager would cost. Required if owner pay is entered.

Personal expenses in businessRun through the company, not the owner's salary.

One-off costs last yearGenuinely non recurring only.

Debt repaid at closing

What they need to walk withAfter tax.

Is the owner's pay already deducted in that net profit figure?

Pick one. It changes EBITDA by the full salary.

Valuation

Adjusted EBITDA—

Margin—

Base multiple, size only—

Adjusted multiple—

Enterprise value—

Less debt—

Less fees, 6%—

Less tax, 20%—

Net to owner—

Gap

—

Can we get there

Achievable multiple, fixed up—

EBITDA needed to hit their number—

From today's—

Annual growth required—

Working years available—

Answer the timeline question.

Flags

Answer the questions to populate.

Route

Enter the numbers first.

The pitch

—

Adjustments are a working model, not a valuation. Use the range to frame the conversation, never quote a single number on a discovery call. The printed report is internal and confidential, do not leave it with the owner.