MAX Value Advisors — Client Portal MAX VALUE Client Portal Welcome back Sign in to continue your MAX Value Assessment onboarding. Email or Username Password Log In → Need help? Contact your advisor. MAX VALUE Client Portal Scott Thompson · Active Engagement ST Scott Thompson [email protected] Settings Log Out Your Engagement Onboarding 1/8 Your onboarding is locked while your advisor completes your assessment. Contact your advisor to request changes. Getting Started Welcome, Scott. Let's Build Your Foundation. Everything below feeds directly into your MAX Value Assessment. Complete the two interview sessions and the supporting documents — in any order, at your own pace. Your advisor reviews and confirms before scoring begins. Assessment Onboarding Progress 11% complete 1 of 8 stages complete 7 remaining Track 1 — Interview Sessions 1 Schedule Your Interview Sessions Two in-depth sessions with your advisor — book both within the same 1–2 week window. All owners must be present. Not Started ▾ Why These Sessions Matter These two interviews are the most important part of your entire assessment. Your financial data tells part of the story — but the intangible value of your business, the part that moves your multiple from 3× to 7×, comes from these conversations. Your advisor will walk you through every question. All ownership team members must be present for both sessions. Session 1 Business Foundation Core structure of your company — leadership, operations, financials, value drivers, and current challenges. Establishes your accurate baseline. Schedule Session 1 → Session 2 Strategic Growth Growth objectives, strategic priorities, scalability opportunities, and long-term vision. Aligns recommendations with where you want to take the business. Schedule Session 2 → Important: Schedule both sessions within the same one-to-two week window for continuity. When possible, all key decision-makers and members of the ownership team should be present for both sessions. I've booked Session 1 — Business Foundation I've booked Session 2 — Strategic Growth Confirm — Both Sessions Booked Track 2 — Documents & Forms 2 NAICS Industry Code Find and submit your industry classification code. This benchmarks your business against your specific sector. Not Started ▾ Why You Submit This — Not Your Advisor Your NAICS code determines which industry your business is benchmarked against. Your advisor needs you to find and confirm this yourself — if the wrong code is used, the entire industry comparison is off, and it's much easier to correct before the report is built than after. Use the lookup tool below, find the code that most accurately describes your primary business activity, and enter it here. Find Your NAICS Code Open NAICS Code Lookup → Your NAICS Code Industry Description (as shown on the site) Save as Draft Submit to Review 3 Fact Find Questionnaire Deep business context — operations, customers, team, systems, and how the business actually runs day to day. Not Started ▾ The Context That Moves Your Multiple Financial data tells acquirers what your business earns. This questionnaire tells them what they're actually buying. Documented processes, management depth, customer relationships, systems — these are the intangibles that move your multiple from 3× to 7×. Answer honestly. If something doesn't exist yet, that's an opportunity, not a problem — that's exactly what the acceleration roadmap addresses. How long has the business been operating? How does the business generate most of its revenue? What does your day-to-day involvement look like? Who are your top 3 customers and approximately what % of revenue do they represent? Do you have a second-in-command or leadership team that runs the business without you? Select Yes — fully capable of running operations independently Partially — some things run without me, some don't No — the business depends on me being involved How many of your core business processes are documented? Select All or most — written SOPs exist for key workflows Some — a few processes are documented Minimal — most processes are in people's heads None — nothing is formally documented What technology or software systems does the business currently use? What is the single biggest operational challenge in the business right now? Save as Draft Submit to Review 4 Financial Documents 3 years P&L, balance sheet, and revenue breakdown by customer. Upload directly here. Not Started ▾ What We Need & Why Three years of financial statements give us the full picture of your revenue trajectory, profitability trend, and EBITDA base. The revenue breakdown by customer tells us your concentration risk — the number one thing acquirers look at first. Export directly from your accounting software (QuickBooks, Xero, etc.) as PDF or Excel. Your CPA can also provide these if needed. Profit & Loss — 3 Years (2022, 2023, 2024) Drop files here or click to upload PDF or Excel · Up to 3 files · Max 20MB each Balance Sheet — Most Recent Year-End Drop file here or click to upload PDF or Excel · Max 20MB Revenue Breakdown by Customer Drop file here or click to upload PDF or Excel · Include customer name, revenue amount, % of total Save as Draft Submit to Review 5 Benchmarking Questionnaire Labor, margins, and operational data that benchmark your business against your industry. Not Started ▾ Direct vs Indirect Labor Direct labor means people who directly contribute to producing your goods or services — field technicians, installers, production workers. Indirect labor means everyone who supports the business but doesn't directly produce — managers, admin, sales. If you're not sure, use your payroll categories as a guide. The Google Sheet version has additional instructions if you need them. Total Annual Revenue (most recent year) Gross Profit Margin % Direct Labor — Annual Total ($) Indirect Labor — Annual Total ($) Total Employees (Full-Time) Total Employees (Part-Time / Subcontractors) Net Profit Margin % EBITDA (if known) Save as Draft Submit to Review 6 Addbacks Template Personal expenses run through the business and owner compensation adjustments. Critical for accurate EBITDA normalization. Not Started ▾ What Are Addbacks? Addbacks are personal or one-time expenses that run through the business but wouldn't transfer to a new owner — your personal vehicle, phone, travel, health insurance, or above-market owner salary. Normalizing these gives acquirers the true earnings picture. This is one of the highest-impact inputs in the entire assessment. Be thorough and honest — it only helps your number. Complete the fields directly below Owner Salary — Actual Amount Paid (per year) Market-Rate Replacement Salary Personal Vehicle(s) Expensed Through Business Personal Health Insurance Through Business Personal Travel / Entertainment Expensed Other Personal Expenses (cell, home office, etc.) One-Time or Non-Recurring Expenses (2022–2024) Upload Completed Addbacks Template (optional) Drop file here or click to upload Excel or PDF · Max 10MB Save as Draft Submit to Review 7 Personal Financial Statement Your personal assets, liabilities, and net worth. Required for exit planning and acquisition structuring. Not Started ▾ Why This Matters for Your Exit Understanding your personal financial picture is essential for exit planning. How much do you need from the sale to achieve your personal goals? This shapes the minimum valuation target we build toward and ensures your acceleration roadmap is designed around your actual financial needs — not just a number in the air. This information is strictly confidential. Personal Information Full Legal Name Date of Birth Home Address City, State, ZIP Assets Cash & Bank Accounts Investments / Securities Real Estate (Market Value) Business Ownership Value (est.) Retirement Accounts Total Assets Liabilities Real Estate Mortgage Payable Liens & Assessments Payable Other Long-Term Debts Total Liabilities Net Worth (Total Assets − Total Liabilities) Annual Income & Expenses Salary, Bonuses & Commissions Dividends & Interest Rental & Lease Income (Net) Other Annual Income Annual Income Taxes (Federal & State) Mortgage / Rent Payments General Information Are any assets pledged as collateral? No Yes Are you a defendant in any suits or legal actions? No Yes Have you been declared bankrupt in the last 10 years? No Yes Explain any Yes answers above Confidential: This information is used solely for exit planning and valuation purposes. It is never shared with third parties without your explicit written consent. Save as Draft Submit to Review 8 Goal Setting Workbook Exit timing, what a successful outcome looks like for you personally, and how much you need from the sale. Not Started ▾ This Shapes Everything That Follows Your goals determine your roadmap. A business worth $8M to one owner might not be enough for another. What does your ideal exit look like — full sale, partial sale, acquisition, or roll-up? When do you want it to happen? Your honest answers here shape the milestones, the timeline, and the entire acceleration strategy we build for you. Ideal Exit Timeline Select a timeframe Within 1 year 1–2 years 2–3 years 3–5 years 5+ years No specific timeline — building toward it Preferred Exit Type Select a preference Full sale to a third-party acquirer Partial sale / recapitalization Acquisition of other businesses (roll-up) Management buyout Private equity partnership Not sure yet Minimum Net Proceeds Needed from the Sale What Does a Successful Exit Look Like for You? Your Role After the Sale (if any) Select a preference Clean exit — fully step away Stay on for a transition period (6–12 months) Stay on in a leadership role long-term Stay on as a minority partner or advisor Undecided Save as Draft Submit to Review Your Advisor Reviews Before Scoring Begins All information you submit is editable until your advisor reviews and confirms your onboarding is complete. Once your advisor confirms, your data is locked and the assessment scoring process begins. If anything needs to be corrected after that point, your advisor can adjust it from the admin side. ▸ Preview locked view (demo) Settings Update your profile, branding, and password. Profile Display Name Company Logo ST Click to upload your logo PNG, JPG or SVG · Square works best · Shows as your portal avatar Change Password Current Password New Password Confirm New Password Save Changes Cancel