CAELIX

EXIT INTELLIGENCE TOOL

CLIENT INFORMATION
HOW TO USE THIS TOOL:
1. Fill in client details above.
2. Run the T1 Assessment during the 90-minute discovery call — score each question 1–5.
3. Fill in the EBITDA Calculator if the client doesn't know their EBITDA.
4. T2 Scorecard auto-calculates from your T1 scores.
5. Enter the fee in the Valuation tab to generate the business case.
6. Use the Report tab to print or save a PDF — use Ctrl+P and choose "Save as PDF".
SAVE YOUR WORK: Click "Save to Browser" below. Data is stored in your browser. To start a new client, click "New Client". To export, use the Report tab and print to PDF.
T1 — DISCOVERY ASSESSMENT  |  Score each answer 1–5 during the call
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⚠ We will adjust this in add-backs
Rent / Rates / PremisesAnnual total
Utilities (electricity, water, broadband)Annual total
Marketing / AdvertisingAnnual spend
Professional Fees (accountant, legal)Annual fees
Software / Technology SubscriptionsAll monthly costs × 12
Vehicle / Travel CostsAnnual total
InsuranceAll policies annual total
Depreciation (from accounts)⚠ Non-cash — we add this 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 that are in your accounts but 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)Same as overhead above — non-cash, always add back
+ Director Salary Above Market RateAsk: "What would you pay a non-owner MD to do your job?" Add the difference.
+ Personal Expenses Through BusinessPersonal phone, car, holidays, purchases — these leave with you
+ One-Off / Exceptional CostsLegal disputes, redundancies, one-time purchases — won't repeat
+ Other Add-BacksRelated party costs above market rate, other adjustments
− Deductions (owner perks that transfer)Enter as positive — tool deducts automatically
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 T1–T8 transformation

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.
Use Ctrl+P → "Save as PDF" to export this report
EXIT READINESS REPORT
Business
—
Sector
—
Maturity Score
—
Maturity Level
—
DIMENSION SCORES
TOP GAPS — VALUATION IMPACT
VALUATION ANALYSIS
RECOMMENDED NEXT STEPS

The first step is a 30-minute follow-up call to confirm the engagement details. Please book via your Calendly link or reply to this report.

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