📊 Estimate Your Business's Value: The Business Value Toolkit

Gain a Strategic Understanding &

Plan to Increase That Potential

Are you tired of guessing your business's worth? The Business Value Toolkit provides a step-by-step process for estimating your company's value today and gives you clear insights on how to increase that potential strategically in the future.

Why Understanding Your Business's Value Matters (For Any Goal)

Most business owners guess what their company is worth, based on things like revenue or gut feeling. Buyers, lenders, investors, and potential successors don’t guess. They use specific criteria focused on reliability, predictability, and transferability to estimate what they would pay.

Whether you're planning for future growth, actively seeking financing, meticulously preparing for sale or succession, or desire greater clarity and peace of mind today, gaining this understanding is a non-negotiable, critical first step.

The Value Gap: What Owners Focus On vs. What Buyers Evaluate

📊 What Most Business Owners Focus On

Top-line revenue and sales growth

(the tip of the iceberg)

🔍 What Buyers Scrutize to Determine Potential Value

- Financials & Profitability: Accuracy, consistency, defensibility (Adjusted EBITDA)

- Risk: Customer concentration, legal, operational
- Systems & Processes: Documented, repeatable
- Owner Independence: Can it run without you?
- Predictability: Recurring revenue, stable cash flow

The Toolkit helps you close this gap.

Small Call to Action Headline

Without a clear, objective understanding of these factors, many owners unintentionally limit their business's potential value or discover too late that their business isn't structured to be easily valued or transitioned.

The Business Value Toolkit is designed to bridge this gap. It provides the clarity needed to see your business through an expert lens, identify its strengths and vulnerabilities that impact its potential value, and equip you with a clear path to enhance that potential proactively.

What's Included in the Business Value Toolkit

Get clarity on your business's estimated value and the drivers behind it. The Business Value Toolkit is a powerful, step-by-step program designed to guide you through assessing your business's value indicators and creating a plan for improvement.

Purchase DIY Toolkit

Purchase Guided Toolkit

Business Value Calculator

A proprietary tool to estimate your business value using actual numbers, adjusted EBITDA, and risk-based multiples.

Comprehensive Text Guides

Clear, plain-language instructions covering valuation fundamentals, how to calculate/adjust your numbers, and how to interpret your results.

Risk & Value Driver Assessment

A guided assessment (25-Questions) to help you see your business through an expert lens - operations, financials, customers, and risk exposure.

Action Planning Template

Structured worksheets to summarize your findings, identify your top value gaps, and outline immediate, strategic steps to protect & grow your potential value.

100% Confidential & Self-Contained

You complete the toolkit within your private copy of the spreadsheet and a secure site for the questionnaire. We do not see anything unless you choose to share it.

Video Guides (COMING SOON!)

All purchasers will receive free, automatic access to comprehensive video training for each lesson as soon as it is released. This will further enhance your learning experience.

Who the Business Value Toolkit is Designed For

This Toolkit is specifically built for established business owners like you who are ready to move beyond guesswork and gain a clear, objective understanding of their company's potential value and how to strategically increase it. It's ideal for owners who want to:

Understand what their business may be worth today

Improve profitability, reduce risk, and build stronger business foundation that increases its potential

Make smarter financial and strategic decisions based on real value drivers

Proactively prepare for future growth, financing, sale, or transition - on their terms

Limited Early Access Pricing

Get the Toolkit Today!

Act now to secure special Early Access Pricing while video guides for some sections of the Toolkit are still in development. Get immediate access to all text guides, calculators, and assessments at a reduced investment. You'll receive free, automatic access to all video guides as soon as they are released.

🎉 DIY Toolkit:

Investment: $197 US (Future Regular Price: $397 US)

Access Includes: Toolkit Content (Text Guides, Calculator, Assessments for Value Estimation)+ Future Video Guides

Choose This If You Want: To work at your own pace using the comprehensive text guides & tools to estimate your value and plan improvements.

Purchase DIY Toolkit

🎯 Guided Toolkit:

Investment: $397 US (Future Regular Price: $697 US)

Access Includes: All DIY Includes + 1-on-1 Strategy Session with Kevin (Help with Calc, Value Interpretation, Recommendations)

Choose This If You Want: Expert guidance to interpret your estimated value, get personaized recommendations, and tailor an action plan faster.

Purchase Guided Toolkit

What Happens After You Purchase

Complete Secure Checkout

Agree with Terms of Use

Get Instant Access to the Toolkit

If you chose the Guided Version, you’ll also receive a link to schedule your 1-on-1 session with Kevin

Meet Your Business Advisor:

Kevin Ballantyne, DMA, CBEC, CPA

Bio

Strategic advisor to entrepreneurs preparing for growth, transition, or sale

I'm Kevin Ballantyne. For over 39 years, I've worked in various finance leadership roles, including providing strategic financial guidance for diverse business units within a large organization. For the past 14 years, I've focused specifically on advising business owners like you, helping them gain clarity, increase profitability, and strategically plan for their future. This blend of experience - deep financial insight from large companies AND hands-on advising for independent businesses - gives me a unique perspective on what truly drives value at any scale.

I created the Business Value Toolkit because I saw a common need: owners required a practical way to understand their business's potential value and its drivers, tailored for their reality, without paying thousands for a professional valuation when it wasn't necessary. My mission at Copious Insights is to revolutionize the way small and medium-sized businesses achieve success, transforming their operations with accessible, actionable solutions. We aim to make significant business growth and owner freedom achievable for all SMEs, regardless of size or budget, so every business owner can realize their dreams and leave a lasting legacy.

If you choose the Guided Toolkit, you and I will personally walk through the tool together in a private, focused session via Zoom. Leveraging my experience in financial analysis and advising owners, I'll help you navigate the calculator with your specific numbers, provide expert interpretation of your results to understand your estimated value and key metrics, and work with you to identify the most impactful next steps for increasing your business's potential value and achieving your goals.

This Business Value Toolkit is also often the first step in a broader journey towards building a business that operates with greater Freedom Through Value. It provides the foundational understanding. In fact, the Business Value Toolkit is included as part of the full Freedom Through Value (FTV) Program. If you decide to join FTV later, you'll receive a discount equal to the price you paid for the Toolkit, ensuring your initial investment builds directly into your comprehensive journey. The Quick Wins Program is another option to consider where you will fast-track profit, cash flow, time and value improvement. This is also included in the FTV program.