Disclosures

The JVI™ score and Valuation output are provided for general informational and educational purposes only. They are intended to give business owners a preliminary, data-informed starting point for understanding business performance and readiness for a future transition or sale.

The Valuation output is a directional estimate of business value. It is not a certified business appraisal, formal valuation, or fairness opinion, and it is not prepared in accordance with professional appraisal standards such as USPAP, ASA, or NACVA. It is generated through an automated methodology based solely on the information you self-report, without independent verification, on-site inspection, or professional judgment applied to your specific business.

The Tools use a methodology designed by Jade Partners' Certified Exit Planning Advisors® (CEPA®) and grounded in established valuation practice for privately held businesses. The Valuation Module applies a multiple to your business's Seller's Discretionary Earnings (SDE) or EBITDA. The multiple is selected based on your industry and your JVI™ score.

The multiple ranges reflect general market convention for Main Street and lower-middle-market transactions, informed by published industry sources and market commentary, such as BIZCOMPS, DealStats, and IBBA Market Pulse. They are illustrative ranges, not drawn from a live, per-transaction data license, and they have not been individually validated against a certified data provider for every industry category.

The Tools currently provide valuation estimates for the industries listed in the intake form. Some industries have business models that don't fit a standard multiple-based approach, such as vehicle and marine dealers, software and technology companies, and asset- or real-estate-driven businesses. These are not currently supported. If your business falls into one of these categories, the Tools will let you know that a standard estimate isn't available and will direct you to our advisory team.

The JVI™ score and Valuation output are generated automatically from the information you submit. They are not individually prepared, calculated, or reviewed by an advisor. A member of our advisory team will review your individual results only if you purchase a review service, such as the CEPA®-Reviewed Results Analysis, Value Drivers Workshop and Action Plan, or 90-Day Sprint Engagement with Jade Partners directly.

Results are only as accurate as the information you provide. Jade Partners does not independently verify or audit submitted information. Errors or omissions in your inputs directly affect your results. Once submitted, responses cannot be corrected or re-scored. Taking the assessment again requires a separate purchase.

Every business sale is shaped by factors the Tools cannot see or evaluate, including:

• buyer-specific due diligence findings
• deal structure and financing terms
• negotiation
• timing and market conditions at the time of sale
• details unique to your business that a formal valuation would examine

The Tools do not provide legal, tax, financial, investment, or accounting advice. Your results are not a substitute for personalized advice from a qualified professional who has reviewed your specific circumstances. They should not be treated as the sole basis for any business, financial, tax, or legal decision, including a decision to list, market, or sell your business.

Using the Tools does not create an advisory or client relationship with Jade Partners. We encourage you to consult qualified professionals before making decisions about a sale, purchase, or other transaction. These may include an attorney, a CPA, a certified business appraiser, or a Certified Exit Planning Advisor® (CEPA®).

Jade Partners is an exit planning and M&A advisory firm. It is not a licensed business broker, and it is not registered as, and does not act as, a broker-dealer under federal or state securities law. The Tools do not list, market, advertise, or solicit the sale of your business, and they do not connect you with prospective buyers or investors.

Jade Partners may revise the methodology, data sources, or multiple ranges used in the Tools at any time, without notice, as better data becomes available.