TalliedUp

Where small business succession begins

Every small business deserves
to know its worth.

Get a free AI-powered estimate of the value of your business and then let us help you plan your succession and sell your business.

Learn how it works ↓

6M

SMBs changing hands as Baby Boomers retire by 2035

McKinsey Institute

13%

Of SMB owners have a succession plan in place

Exit Planning Institute

50%+

Of Gen Z and Millennials want to own a small business

Wells Fargo 2026

Your succession journey starts here.

Start with a free valuation estimate — TalliedEstimate. Then choose the path that's right for you — at your own pace.

Estimate Your Value

TalliedEstimate is AI-powered based on real SMB valuations

Get Started →

Then choose your next step:

Score Your Business

Calculate your TalliedScore — a score that measures the sellability of your business — and receive a full valuation analysis and sellability improvement ideas.

TalliedScore

Meet with an advisor

Connect with a TalliedPro advisor for a paid 1-hour consultation to assess your business sellability, improvement ideas, and succession planning next steps.

TalliedConsult

List Your Business

Create a free listing and connect with financially verified buyers. Link your TalliedScore and key financial information to improve your marketability.

TalliedListing

Not sure where to start? Your free TalliedEstimate takes about 5 minutes.

See TalliedUp in action.

A look inside the platform — from your first valuation estimate to a verified marketplace listing.

TalliedEstimate results
Midwest Comfort HVAC logo
Midwest Comfort HVAC
HVAC Services · Fort Wayne, IN
Estimated business value
$840K – $1.12M
Based on SDE of $280K · 3.0x–4.0x multiple
Annual revenue$1,200,000
Operating expenses($1,015,000)
Owner salary add-back$60,000
Other add-backs$35,000
Seller's discretionary earnings$280,000
Industry data — HVAC Services (NAICS 238220)
Median MVIC/SDE
2.7x
Range
1.3–4.4x
Transactions
57
Your multiple applied3.0x – 4.0x
Factors consideredRevenue trend, concentration, owner dependence
Source: DealStats · 57 HVAC transactions 2022–2025
TalliedScore results
Midwest Comfort HVAC logo
Midwest Comfort HVAC
TalliedScore · June 10, 2025
TalliedScore
3.4
out of 5.0
Moderate sellability
Full valuation estimate
$920K – $1.24M
SDE $280K · 3.3x–4.4x
↑ Higher than TalliedEstimate — more data, more accurate
Sellability dimensions
Financial health
4.0
Owner dependence
2.0
Customer concentration
3.5
Revenue trend
4.5
Industry outlook
3.8
Business readiness
2.5
3 ways to improve your TalliedScore
1
Reduce owner dependence. Buyers pay 20–30% more for businesses that can run without the owner.
2
Improve business readiness. Ensure 3+ years of clean financials are ready for buyers.
3
Grow recurring revenue. Maintenance contracts significantly increase your multiple.

Built different. By design.

FeatureBizBuySellTalliedUp
Verified financials✕✓
AI-powered valuation✕✓
Sellability Score✕✓
Expert Advisor Marketplace✕✓
Verified Buyer Profiles✕✓
Listing fees$450+$0

Where small business succession begins.

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