SOUNDS AMAZING, RIGHT?
Introducing...
The Valuation Formula
A step-by-step program that teaches the one formula you need and the insider strategies to negotiate the best price for your business
After nearly 2 decades of helping business owners understand the value of a business, we've developed a streamlined strategy that works
whether you're...
- a business owner who plans to sell your business one day to secure your retirement nest egg
- an employee buying into your employer's business and don’t want to overpay NOR pass up the investment opportunity
- a shareholder splitting the value of a business with your spouse or business partner
- an investor looking for a business to buy who wants to get the best deal AND successfully close the transaction
Then you already know that the price you come up with and the price the other side wants will be different. After all, it’s just "buy low and sell high", right?
So we’ll spare you the spiel. No need to preach to the choir with financial advice you’ve heard a million times. After all, you probably already know that it’s in your ability to negotiate where the profits will be made.
You’re in the right place, and we’re going to tell you exactly how The Valuation Formula will give you the tools, inspiration, and know-how to cement why your valuation is the right one.
Introducing...
The Valuation Formula
A step-by-step course that teaches you the insider strategies of business valuation
here's what you can expect when you join
The Valuation Formula
MODULE 1
The Formula
Uncover the 4 steps that most business owners don’t do to determine the value of a business. You'll get introduced to our signature process The Valuation Formula itself. Unlike the piecemeal information on the internet, we’ll walk you through the process, highlighting the crucial information you need to consider and the falsehoods to ignore. Follow step-by-step in The Valuation Formula Workbook so that you can keep track of all the moving pieces. These steps are applicable whether you are CURRENTLY contemplating a transaction or MIGHT one day and want to increase the value year over year.
You will learn how to:
- Determine if a business has blue sky value (aka goodwill) with the Value Scorecard Checklist
- Use the insiders’ secret to giving a company the right valuation
- Get the highest exit price by assessing value YEARS IN ADVANCE of when you want to sell
- Decipher what information is noise and what is useful so that you don't spin your wheels
You will learn how to:
- Anticipate the other side's views so you’re not caught off guard by their negotiation tactics
- Ask the most critical question about a company in determining its value
- Test a valuation so that you’re not just relying on someone else’s biased assumptions
- Learn how relevant projections are to business value so you can focus on what matters
MODULE 2
Make No Mistakes
Avoid the most common mistakes in giving a company a valuation. This isn't just a "follow a textbook" valuation method and hope for the best – we want you to get your valuation right! In this module, we'll help you strategically evaluate your valuation, so you don't worry that you've made a beginner's mistake. We'll look at the business through a completely different lens to ensure you're on the same page as potential investors and negotiations are productive.
Walk Away With:
- Anticipate the other side's views so you’re not caught off guard by their negotiation tactics
- Ask the most critical question about a company in determining its value
- Test a valuation so that you’re not just relying on someone else’s biased assumptions
- Learn how relevant projections are to business value so you can focus on what matters
MODULE 3
Negotiate Like A Valuation Rock Star
Discover the top 5 tactics to counter someone else’s valuation so you can get what you want even quicker. Wouldn’t it feel amazing to confidently discuss a company’s value in a negotiation? That’s the goal of Valuation Rock Star. Once you’ve followed the formula and side-stepped common mistakes, this module details what to do when someone else puts a valuation on a business - so that you can suss out if they are BS’ing you and how to refute their arguments.
You will learn how to:
- Figure out if a business is overvalued with the hacks the experts use
- Identify what’s missing from the valuation (sometimes it's more important than what’s there)
- Ask one simple question that will reveal the weakest part of someone else’s valuation
- Factor in the most overlooked piece of information that has a huge impact
Perfect for: Business Owners
+ anyone who advises business owners
with aspirations to buy or sell a business
learn how to...
View your company from an investor's perspective so that you price your business competitively
plus...
Ensure that your valuation considers the key aspects like an expert
without...
Worrying whether someone else's BS valuation of your business will carry any weight
Learn the strategies and mechanics of valuing a company so that you will confidently negotiate an advantageous deal when the time is right
manageable bites
Learn to value a business in manageable bites – designed for people with no accounting experience.
There are a couple of things you do not need in this program: you do not need a lot of time and you do not need to be a numbers person.
sidestep mistakes
Discover how to weed out the bad advice (perfect if you don't know any experts in the field).
Avoid common mistakes in giving a company a valuation so that you don't leave money on the table should you choose to sell or purchase a business.
critical elements
We are sticking to the BIG picture, the questions that have a big impact. Work through the step-by-step process so that you don't miss any critical elements.
Knowing these elements helps you manage the business decisions that translate directly to increased value.
Get the Best Valuation...
- WITHOUT THE OVERWHELM OF FIGURING OUT WHERE TO START
- WITHOUT THE STRESS OF PRIORITIZING WHAT'S RELEVANT, WHAT ISN'T AND HOW IT ALL FITS TOGETHER
- WITHOUT HAVING TO RELY SOLELY ON OTHER PEOPLE'S OPINIONS
...AND there's more...
The 3 core modules will completely transform how
you approach valuation. But that's only the beginning...
bonus
The Value Assessment Tool
#1
Unsure how an investor would value your business? No problem! The assessment tool helps guide you through the thought process and interprets the results. Eliminate the overwhelm of filtering out info that doesn't apply, and discover what you should be asking yourself (or your partners) about the business to uncover value.
bonus
Guide To Hiring An Expert
#2
Should you hire an expert? We'll show you the 12 places newbies often go wrong. Learn how best to work with an advisor if you decide to hire one. Discover the most critical question to ask so that you don't waste money. And so that you don't get taken advantage of find out what to do if someone else (partner, buyer, seller, or spouse) has hired an advisor.
bonus
Private Podcast Feed
#3
Short on time? Get a headstart digesting the content by listening to the audio version of The Valuation Formula on the go. Bookmark the lessons you want to return to when you have time to sit down to watch the videos and work through the exercises.
Let's sum it up - everything included once you join
The Valuation Formula
INCLUDED
valued at
The 3 core training modules
$1,997
TEMPLATES, EXERCISES & EXAMPLES
$997
BONUS VALUE ASSESSMENT TOOL
$497
BONUS GUIDE TO HIRING AN EXPERT
$497
BONUS PRIVATE PODCAST FEED
$597
When you add it all up, that's a total
real-world value of $4,585.
But you can join The Valuation Formula today for just...
INCLUDED
3 CORE TRAINING MODULES $1,997
TEMPLATES & real-life examples $997
BONUS VALUE ASSESSMENT TOOL $497
BONUS SHOULD I HIRE AN EXPERT? $497
BONUS Private podcast feed $597
When you add it all up, that's a total
real-world value of $4,585.
But you can join The Valuation Formula today for just...
3 PAYMENTS OF
$197
PAY MONTHLY
OR
1 PAYMENT OF
$497
SAVE $94
Chip Wilson founder of lululemon
“I knew the business of my business, but I was frightfully naïve about businesses that invested in businesses. Who would I get to advise me? I needed help with negotiations and valuation.”
- In his book Little Black Stretchy Pants
GET A LEG UP
but don't wait
Be Prepared for an unexpected Offer
The best time to know how to value a business was yesterday. The next best time is today. What is the COST to you for NOT taking action and investing in this knowledge today?
If you’re about to invest your hard-earned money or sell the business you’ve poured time and money into, arm yourself with this need-to-know intel!
TEST-DRIVE THE PROGRAM FOR 30 DAYS
YOUR NO-RISK, MONEY-BACK GUARANTEE
When you enroll, you’ll have 30 days to go through EVERYTHING inside the program, and if for whatever reason… and I mean ANY reason… if you don’t feel like this was the best investment you’ve made regarding valuing a business, simply email Julia at julia@juliakwinter.com. We’ll gladly refund your entire investment… no questions asked!
Heck! We’ll even let you keep the program! Which means there is no downside to this opportunity.
hear what some of our students are saying
These Students Took Action
gain certainty
Victoria Wilson
“I can look at my business in a whole new way.”
I just followed what Julia clearly explains how to do and was able to come up with a valuation. I couldn’t have gotten here without Julia’s teachings. I’ve never seen this subject explained with so much clarity. I love that you give us real-life examples that are simple and not overwhelming and yet so potent.
debate value
Bobby Mann
“Now I have more clarity in terms of not overpaying.”
Even though I had talked to my accountant and thought I understood how a business is valued, I didn’t have that holistic approach of how to reconcile the prices of other businesses. Now I have no hesitation to debate the value of our investment with my other shareholders.
here's the truth...
knowing the right valuation is tricky business.
Every day, transactions happen between buyers and sellers who have never bought or sold a business before. Sellers come up with valuations based on a feeling. Buyers who know the lingo make it sound like they know what they’re talking about. And vice-versa.
Let us help you learn the language and mechanics involved in valuing a business so that you can confidently negotiate the best deal.
We’ve broken it down into manageable steps and given away our best advice, so you have a clear understanding in preparation for valuation discussions. It can literally be the difference between paying $100,000 for an interest in a business that is worth zero and paying what it’s worth.
a recap of WHAT YOU'LL GET INSIDE OF
The Valuation Formula
INCLUDED
valued at
The 3 core training modules
$1,997
TEMPLATES, EXERCISES & EXAMPLES
$997
BONUS VALUE ASSESSMENT TOOL
$497
BONUS GUIDE TO HIRING AN EXPERT
$497
BONUS PRIVATE PODCAST FEED
$597
total Value $4,585
TOTAL INVESTMENT ONLY $497
Choose The Valuation Formula Plan That Works Best For You
INCLUDED
3 CORE TRAINING MODULES $1,997
TEMPLATES & real-life examples $997
BONUS VALUE ASSESSMENT TOOL $497
BONUS SHOULD I HIRE AN EXPERT? $497
BONUS Private podcast feed $597
When you add it all up, that's a total
real-world value of $4,585.
But you can join The Valuation Formula today for just...
3 PAYMENTS OF
$197
LOW MONTHLY
OR
1 PAYMENT OF
$497
SAVE $94
SOME COMMON QUESTIONS WE HEAR OFTEN
Frequently Asked Questions.
What makes students who have taken this program so successful?
We set out to create a step-by-step formula that will help you cause a BREAKTHROUGH in your understanding of the value of a company.
We don’t just tell you what to do, we show you. Just like Lego© provides you with a step-by-step instruction manual for each of its models, you’ll get the same. So you’re going to get the experience of undertaking real analysis for yourself.
I don't plan to sell my business right away, will this program be good for me?
The best time to take this program is well in advance of any potential transaction. Here's the thing, we usually advise our clients that they need 3 to 5 years to prepare for an exit event. But people rarely know when exactly they will sell or when they’ll find an attractive opportunity to buy. The sooner you know this information, the better.
What if I'm not a numbers person, will this help?
There are a couple of things you do not need in this program: you do not need a lot of time, and you do not need to be a numbers person. We are sticking to the BIG picture, the questions that have a big impact. If there's any technical jargon you're not familiar with, we have a "no question is too stupid" answer vault. And the more you let the finance lingo wash over you, the more comfortable you'll be when you hear it again.
How much time will it take to complete this program?
That’s ultimately up to you and your timeline, as it’s entirely self-paced. There are roughly 3 hours of bite-sized videos, along with examples, exercises and reference worksheets. Depending on your timeline, the course itself can be done in as little as a weekend. And if a weekend feels overwhelming to fit in your existing “to-do” list, then we're here to tell you that The Valuation Formula is the ANTIDOTE to overwhelm. It’s designed to take you step by step through the process so you can take the hassle and stress out of starting from scratch.
Can my spouse or business partner go through this program with me?
Yes! And we encourage it! We understand the value of working together as a team and being on the same page when it comes to putting a valuation on a business.
How long do I have to access this program?
You will have access for the lifetime of the program. All you have to do is log in to your student portal and The Valuation Formula will be there!
Shouldn't I just hire an expert?
Hiring an expert before you understand the principles yourself seems like a great idea – but it's truly a trap.
Even if you don't want to run the numbers yourself, The Valuation Formula sets you up so that you understand what it should look like. If you just hire someone without that, you are entirely dependent on that expert. You'll be unable to provide meaningful feedback to them when they've misinterpreted the facts, and you won't have the intel to question their conclusion.
My partner tells me the business is not worth that much, will this still help me?
Absolutely. If someone is telling you the business is not worth that much, you should a) be able to satisfy yourself that this is the case with your own analysis and understanding, and b) be able to question the source of that claim with insightful questions.
I don't know how to get started with giving my company a valuation, will this program help?
You better believe it! And we know because as experts, we followed the EXACT framework you’re about to get to value hundreds of companies in dozens of industries! The framework is applicable to small businesses, large businesses and everything in between.
What can I expect once I enroll in The Valuation Formula?
Upon completing your enrollment, you will receive an email immediately. Your purchase includes INSTANT access with lifetime updates to all of the material.
My business is pre-revenue, is this helpful for start-ups?
Without revenue and hard facts and figures to rely on, a pre-revenue valuation is challenging and more of an estimate than a valuation. While we don't take a deep dive into how VCs price pre-revenue start-ups, The Valuation Formula teaches global valuation principles that apply to both pre-revenue and mature businesses.
If I don’t like the program, can I get a refund?
We have a 30-day, no-risk, money-back guarantee. Try the program in its entirety, and if you do not like your results at the end of the 30 days, we will give you a full refund of your purchase. Please contact us at julia@juliakwinter.com
Armed with a strategy
you put Yourself In The Driver's Seat
So, my friend
it's time to make a choice!
If you want to confidently negotiate an advantageous deal when the time is right, the first step is to learn the strategies and tactics of valuing a company with The Valuation Formula.
right now you have 2 options:
right now you have 2 options:
option #1
option #1
You could do nothing. And as you know, if you do nothing...then nothing changes.
OR
OR
option #2
option #2
Choose to invest in The Valuation Formula to confidently navigate the valuation of a business!
what's waiting for you inside once you join
The Valuation Formula
The Valuation Formula
INCLUDED
valued at
The 3 core training modules
$1,997
TEMPLATES, EXERCISES & EXAMPLES
$997
BONUS VALUE ASSESSMENT TOOL
$497
BONUS GUIDE TO HIRING AN EXPERT
$497
BONUS PRIVATE PODCAST FEED
$597
This makes everything you get well over $4,000!
But you can get it all for just $197 today!
INCLUDED
3 CORE TRAINING MODULES $1,997
TEMPLATES & real-life examples $997
BONUS VALUE ASSESSMENT TOOL $497
BONUS SHOULD I HIRE AN EXPERT? $497
BONUS Private podcast feed $597
When you add it all up, that's a total
real-world value of $4,585.
But you can join The Valuation Formula today for just...
3 PAYMENTS OF
$197
PAY MONTHLY
OR
1 PAYMENT OF
$497
SAVE $94
© 2021 Julia Kwinter. All Rights Reserved.