🏢 Business Information
Tell us about the business being valued
Important for SDE calculation
📎 Upload Financial Statements (Optional)
Upload P&L, balance sheet or tax returns. We'll pre-fill the form where possible.
📄
Drop files here or click to browse
PDF, Excel (.xlsx), CSV — P&L statements, tax returns, management accounts
Files are processed securely and not stored after valuation
💰 Revenue — Last 3 Financial Years
Enter revenue by category for each year. Leave blank if not applicable.
| Revenue Item | FY2022 | FY2023 | FY2024 ✦ | YTD |
|---|---|---|---|---|
| 💵 Revenue | ||||
| Recurring Revenue (subscriptions/contracts)
SaaS ARR, maintenance contracts, retainers
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| Project / One-off Revenue
Consulting, installations, custom projects
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| Product / Goods Sales | ||||
| Other Income (grants, interest, rent) | ||||
| TOTAL REVENUE | $0 | $0 | $0 | $0 |
| 🏭 Cost of Goods Sold (COGS) | ||||
| Direct Labour / Subcontractors | ||||
| Materials / Inventory / Stock | ||||
| Other Direct Costs | ||||
| GROSS PROFIT | $0 | $0 | $0 | $0 |
💼 Operating Expenses
Enter operating expenses. Items marked ★ are common add-back candidates.
| Expense Item | FY2022 | FY2023 | FY2024 ✦ | YTD |
|---|---|---|---|---|
| 👤 People | ||||
| Owner / Director Salary ★
Will be partially added back for SDE calculation
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| Family Member Salaries ★
Above-market portion is an add-back
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| Other Staff Wages & Salaries | ||||
| Superannuation / Pension (employer) | ||||
| 🏠 Premises | ||||
| Rent / Lease
May need market rent adjustment (deduction)
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| Utilities (electricity, gas, water) | ||||
| 🚗 Vehicles & Travel | ||||
| Motor Vehicle Expenses ★
Personal use % is an add-back
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| Travel & Entertainment ★
Personal portion is an add-back
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| 📣 Marketing & Professional | ||||
| Marketing & Advertising | ||||
| Professional Fees (legal, accounting, consulting) ★
Non-recurring legal/advisory fees are an add-back
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| 💻 Technology & Operations | ||||
| Technology / Software / SaaS Subscriptions | ||||
| Insurance | ||||
| Repairs & Maintenance | ||||
| 📊 Finance Charges (always added back in EBITDA) | ||||
| Depreciation ★ STANDARD ADD-BACK | ||||
| Amortisation ★ STANDARD ADD-BACK | ||||
| Interest Expense ★ STANDARD ADD-BACK | ||||
| Income Tax / Company Tax | ||||
| ⚡ One-offs & Discretionary ★ (add-back candidates) | ||||
| Non-Recurring / One-off Costs ★
Legal disputes, restructuring, one-time projects
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| Personal Expenses Run Through Business ★ | ||||
| Charitable Donations ★ | ||||
| Covid / Disaster-related Costs ★ | ||||
| Other Operating Expenses | ||||
| NET PROFIT (AFTER TAX) | $0 | $0 | $0 | $0 |
| REPORTED EBITDA | $0 | $0 | $0 | $0 |
⬆️ Add-backs — EBITDA Normalisation
Add-backs increase EBITDA. Tick each item that applies. The AI will validate and explain each one in the final report.
Depreciation & Amortisation STANDARD
Always added back in EBITDA. Non-cash charge.
Interest Expense STANDARD
Financing structure irrelevant to operational value.
Owner Salary Excess ADD-BACK
Amount above market-rate replacement salary (typically $80-120K). For SDE, add back the full salary.
Motor Vehicle — Personal Use % ADD-BACK
Estimate the personal use percentage of vehicle expenses.
Travel & Entertainment — Personal Portion ADD-BACK
Meals, holidays or entertainment with personal benefit.
Family Member Salaries — Above Market ADD-BACK
Amount paid to family members above fair market salary for their role.
Non-Recurring / One-off Costs ADD-BACK
Legal disputes, one-time projects, restructuring costs, M&A advisory fees.
Personal Expenses Run Through Business ADD-BACK
Subscriptions, personal insurance, home office, clothing etc. claimed as business expenses.
Charitable Donations ADD-BACK
Donations are owner-discretionary and won't continue under new ownership.
Covid / Disaster Recovery Costs ADD-BACK
One-time costs related to pandemic, flood, fire or other extraordinary events.
Below-Market Rent (owner-occupied) ADD-BACK
If business rents from the owner at below market rate, add back the difference.
One-off R&D / Development Costs ADD-BACK
Non-recurring product development or technology investment.
Add any other legitimate add-back not listed above
Total Add-backs
Increases EBITDA by this amount
$0
Reported EBITDA + Add-backs =
$0
⬇️ Deductions — Normalisation Adjustments
Deductions reduce EBITDA. These are often overlooked but critical for a fair valuation — especially for buyers.
Market Rent Adjustment DEDUCTION
If the business uses owner-occupied property at no charge or below market rate, add the estimated market rent as a cost a buyer would incur.
Replacement Staff Cost DEDUCTION
Cost of hiring staff to replace roles currently performed by the owner. Common when the owner wears multiple hats.
Capital Expenditure Requirements DEDUCTION
Estimated annual capex needed to maintain/grow the business. Often understated by sellers.
Deferred Maintenance DEDUCTION
Known maintenance costs that have been deferred. A buyer will need to spend this after acquisition.
Normalised Marketing Spend DEDUCTION
If the business has been under-investing in marketing, estimate the cost to maintain a normal pipeline.
IT / Systems Upgrade Requirements DEDUCTION
Cost to upgrade outdated systems or technology that a buyer would need to address.
Compliance Costs Not Yet Incurred DEDUCTION
Known upcoming regulatory, environmental or compliance costs.
Additional Working Capital Required DEDUCTION
Cash needed to fund business growth or seasonal requirements not currently in the business.
Total Deductions
Reduces EBITDA by this amount
$0
EBITDA Normalisation Summary
Reported EBITDA$0
+ Total Add-backs$0
− Total Deductions$0
Normalised EBITDA$0
SDE (Owner earns)$0
⚛️
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