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CAELIX

BUSINESS VALUE INTELLIGENCE TOOL

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CLIENT INFORMATION
SESSION PROGRESS

Start completing tabs to see progress here.

HOW TO USE THIS TOOL:
1. Fill in client details above.
2. Run the T1 Assessment during the 90-minute discovery call. Each question has a 5-level scoring rubric — read the rubric row that matches what the client describes, then click that score.
3. Use the EBITDA Calculator if the client doesn't know their EBITDA.
4. T2 Scorecard auto-calculates your weighted digital maturity score.
5. Enter the engagement fee in the Valuation tab to generate the business case.
6. Report tab → Print / Save PDF (Ctrl+P → Save as PDF).
SAVING: Data auto-saves as you type. Use Export Session to download a JSON backup. Use New Client to clear and start fresh.
T1 — DISCOVERY ASSESSMENT  |  Each question has a rubric — score what you hear 0 scored
Score each question using the rubric below it. The rubric row that matches what the client says = the score.
SAY TO CLIENT: "Think of EBITDA as the true cash profit of the business — what it earns before tax, before loan repayments, and before accounting adjustments. Let us work it out from your last year's figures. What did you invoice last year, roughly?"
STEP 1 — REVENUE
Total Revenue (Turnover)Ask: "What did you invoice last year?"
STEP 2 — COST OF SALES (Direct Costs Only)
Materials / Stock / Goods PurchasedWhat you buy to sell
Direct Labour / SubcontractorsStaff/contractors who deliver the work
Other Direct CostsOnly costs incurred when delivering a job
GROSS PROFIT
STEP 3 — OVERHEADS (Fixed Costs)
Staff Wages (excluding owner salary)All payroll except your own
Director / Owner Salary⚠ Will adjust in add-backs
Rent / Rates / PremisesAnnual total
UtilitiesAnnual total
Marketing / AdvertisingAnnual spend
Professional Fees (accountant, legal)Annual fees
Software / Technology SubscriptionsMonthly costs × 12
Vehicle / TravelAnnual total
InsuranceAll policies
Depreciation (from accounts)⚠ Non-cash — add back in EBITDA
Other OverheadsAny other regular costs
OPERATING PROFIT
STEP 4 — ADD-BACKS (Adjustments buyers make)
SAY TO CLIENT: "Now we adjust for items in your accounts that would not appear in a buyer's costs — this gives us the true EBITDA a buyer will use to value the business."
+ Depreciation (add back)Non-cash, always add back
+ Director Salary Above Market RateWhat would you pay an MD to do your job? Add the difference.
+ Personal Expenses Through BusinessPhone, car, holidays — leave with you
+ One-Off / Exceptional CostsLegal disputes, redundancies — won't repeat
+ Other Add-BacksRelated party costs above market rate
− Deductions (perks that transfer)Enter as positive — tool deducts
RESULTS
BASIC EBITDAOperating Profit + Depreciation
ADJUSTED EBITDA ← USE THISThe number buyers use to value the business
8-DIMENSION BREAKDOWN
DIGITAL MATURITY RADAR CHART
VALUATION INPUTS

Select sector in Client Setup to see benchmark

Achievable after full transformation programme

Typical: 15–25% for most SMEs after transformation

Current Valuation
£—
Post-Transformation
£—
Valuation Uplift
£—
ROI on Caelix Fee
—%
PROPOSAL SUMMARY
Enter figures above to generate the proposal summary.
Ctrl+P → Save as PDF  |  Cover page included automatically
CAELIXEXIT INTELLIGENCE
Exit Readiness Assessment Report
Business Name
Prepared by Oluwaseye Ogunbajo  |  Caelix Ltd
www.caelixltd.com  |  info@caelixltd.com
STRICTLY CONFIDENTIAL — For authorised recipient only
—
Maturity Score / 5.0
EXIT READINESS REPORT  |  EXECUTIVE SUMMARY
Business
—
Sector
—
Maturity Score
—
Maturity Level
—
DIMENSION SCORES
TOP GAPS — VALUATION IMPACT
YOUR RECOMMENDED CAELIX PROGRAMME
VALUATION ANALYSIS
CHOOSE YOUR CAELIX PROGRAMME

Prepared by Oluwaseye Ogunbajo  |  Caelix Ltd  |  www.caelixltd.com  |  info@caelixltd.com  |  Strictly Confidential

APPENDIX — METHODOLOGY & FRAMEWORK

About the Caelix Exit Intelligence Framework
The assessment uses a Behaviourally Anchored Rating Scale (BARS) methodology, scoring 46 questions across 9 weighted dimensions. Each question has five observable scoring levels based on actual business behaviours — not subjective impressions. The Weighted Digital Maturity Score (WDMS) is calculated using dimension-specific weights that reflect the empirical importance of each area to buyer valuation decisions.

Dimension Weights & Rationale
Financial Controls (19%) and Exit Preparedness (14%) carry the highest weights, consistent with findings from M&A research showing that financial governance and deal-readiness are the most frequently cited reasons for valuation discounts in SME transactions (Deloitte Private 2024, Consult EFC UK SME Valuation Report 2025–26). ESG & Governance (7%) reflects the growing requirement from private equity, development finance institutions, and institutional buyers for documented sustainability and governance standards.

Valuation Methodology
Enterprise value estimates are derived from EBITDA multiple analysis using sector benchmarks aligned to Dealsuite UK&I M&A Monitor data. The current multiple reflects the business's assessed maturity level within its sector. The post-transformation multiple reflects the achievable multiple for a business that scores 4.0+ across all dimensions. EBITDA improvement assumptions (default 20%) are based on observed outcomes in comparable digital transformation engagements.

Disclaimer
This report has been prepared by Caelix Ltd for the exclusive use of the named recipient. It is based on information provided during a discovery assessment session and does not constitute financial advice, a formal valuation, or an offer to purchase or sell any business. Caelix Ltd accepts no liability for decisions made on the basis of this report without independent professional advice. All figures are estimates and should be validated by qualified financial and legal advisors prior to any transaction.