Confidential valuation · owner-operated businesses

What is your
business actually worth?

A detailed, defensible valuation of your company — prepared privately, for you. Not a number from a buyer trying to talk it down.

Private by default · NDA-protected · Never listed, never shared

Illustrative · figures shown for format only
Confidential valuationSTL-0312 · prepared for owner
Residential HVAC contractor
Morris County, NJ · recast & analysis
Conservative
$2.9M
Most likely
$3.6M
High
$4.2M
Recast SDE$720K · +$140K add-backs
Implied multiple4.0–5.8× SDE
Recurring base1,100 maintenance plans
Recurring revenueClean booksTransition-ready
Preliminary opinion of value — not a certified appraisal. Reviewed by a human advisor before delivery.
Confidential by default
Your numbers are reviewed privately and never leave our desk.
Never listed, never shared
No public listing, no marketplace, no shopping you around.
NDA the moment you start
An automatic confidentiality agreement — our promise to you, in writing.
Most owners only hear a number from the person trying to buy them.

You built the business over decades. When you finally think about selling, the first real number usually comes from a buyer — and a buyer is paid to make it small.

Lodestar works the other side of the table. We prepare an independent, detailed valuation that belongs to you — so you walk into any conversation already knowing what you’re holding, and what it could be worth with the right moves.

No obligation to sell. No pressure. Most owners are years from a decision — that’s exactly when knowing the number matters most.

The deliverable

Not a one-line estimate. A real valuation report.

The kind of analysis a business owner would normally pay five figures for — built quickly, reviewed by a human, and written in plain language. Here’s what’s inside.

01 · Earnings

SDE & EBITDA recast

Your true owner earnings — with add-backs normalized the way a buyer’s analyst would, so the baseline is defensible.

02 · Range

Valuation range

Conservative, most-likely, and high — each tied to the multiple it implies, not a single optimistic guess.

03 · Drivers

Value drivers

What’s lifting your value and what’s holding it back — recurring revenue, customer concentration, owner dependence.

04 · Upside

Value-creation levers

Specific moves that could raise the number before a sale, each with an estimated uplift you can weigh.

05 · Buyers

Buyer landscape

Who actually buys businesses like yours — strategics, platforms, individual searchers — and what each pays for.

06 · Context

Market context

Where your sector and region sit right now, and why timing moves the multiple in your favor — or against it.

07 · Next

Clear next steps

What to do with the number — whether that’s preparing to sell, fixing a value gap, or revisiting in a year.

Every figure is computed from your actuals against current market multiples — then reviewed by a human advisor before it ever reaches you.

Confidential, always

Your numbers are the most private thing you own. We treat them that way.

An NDA, signed to you

Protected before you share a single figure

The moment you begin, we generate a confidentiality agreement that binds us — not you. It’s our written promise that what you share stays between us, full stop.

Never shopped around

We don’t list you and we don’t leak you

This isn’t a marketplace. Your business is never posted, never auctioned, and never quietly passed to buyers. Nothing happens without your say-so.

Shared only on your terms

You decide what happens next — or if anything does

The report is yours. If you’re years from selling, keep it and revisit. If you’re ready, we move only when and how you tell us to.

How it works

A few minutes to start. Nothing shared cold.

We earn the detail step by step — you never hand over financials to a stranger. Light information first, confidentiality in place, then the deep work.

01

Tell us the basics

A few minutes: your trade, your region, rough revenue. No financials yet.

02

We verify & protect

We confirm you own the business and send your confidentiality agreement automatically.

03

You share, securely

Now — and only now — you provide financials through a private, encrypted intake.

04

We build the report

We recast the numbers, run the multiples, and a human advisor reviews every figure.

05

A private conversation

We walk you through it. No obligation, no pressure — just the number and what it means.

Free · Confidential · No obligation to sell

Where we go deep

Sectors we know cold.

We focus where the analysis has to be precise — essential, owner-operated trades across New Jersey and the tri-state. Depth in a few sectors beats a shallow read across all of them.

HVAC
Plumbing
Electrical
Facilities & cleaning

Find out what your business is worth.

Start with a few basics. We’ll handle confidentiality before you share a single number.

Get your confidential valuation

Free · NDA-protected · We never list or shop your business