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The financial clarity you need to plan your exit
Valuation, financial health, and exit path comparison. About 20 minutes.
Your complete financial picture in one place
Business valuation
Multiple methods compared side by side with full formula breakdowns.
Financial health check
21 indicators across profitability, efficiency, debt, and liquidity — rated, color-coded, and explained.
16-year projections
Six financial statements projected forward to see if your trajectory supports your timeline.
Exit path comparison
After-tax proceeds, costs, and timelines for employee ownership, strategic sale, and financial sale.
Built for collaboration
Invite your CPA, advisor, or key employees to enter data, comment, or review.
AI-powered guidance
Ask Zolid AI about your report in plain language — answers grounded in your actual numbers.
Get started in about 20 minutes
Connect QuickBooks, upload a PDF, or enter the numbers directly. Three years of history powers the full analysis. You can invite your CPA or CFO to handle data entry on your behalf.
Multiple valuation methods, one clear picture
Indicative value, debt capacity, market comparables, and book value — each with a full formula breakdown so you understand not just the number, but why.
See where your business is strong and where it needs work
21 indicators across profitability, asset efficiency, debt management, and liquidity. Each rated, explained, and paired with trend data — actionable insights, not accounting jargon.
Compare what you walk away with under each exit path
Employee ownership, strategic sale, and financial sale — after-tax proceeds, transaction costs, liquidity timeline, and deal structure laid out side by side.
Stress-test your plan before you commit
Change growth rates, margins, financing terms, or market conditions and watch every projection recalculate. Know what to expect, not just what to hope for.
Did you know?
Certified business valuations cost $5,000–$30,000 and take weeks. Aha Planner delivers a comprehensive financial analysis in about 20 minutes.
In Good Company
Ready to see the numbers?
About 20 minutes. Bring your team along or go it alone.