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Cutwater Advisory Partners
CPA & Tax Advisor Tool
CPA Edition
For CPAs, Tax Advisors & Business Consultants

Client Exit Value Analysis:
The Gap Between Market Value
and Optimum Value

Run this before your client engages an investment banker. Understand the financial gap, the drivers, and how to position yourself as the advisor who identified it first.

Step 1 — Your details (appear on co-branded output)

Step 2 — Client business data

Not stored · Confidential
$
Trailing 12 months
%
Earnings before interest, taxes, D&A
%

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Exit Value Gap Analysis

Prepared for your client meeting

Cutwater Advisory Partners
+
Your Firm
—
/ 100
—
Current Market Value
—
Estimated "sell as-is" value
Potential Optimum Value
—
Confirmed at the CAP Workshop
Potential Upside
—
Potentially recoverable upside

PROVE it Canvas™ — 10-Dimension Readiness

Note for client presentation: Current Market Value uses industry-standard EBITDA multiples adjusted for your client's size, growth, and sector. The Potential Optimum Value applies an industry-specific upside band — preliminary directional figures only, not CAP's formal evaluation. Dimension scores reflect common gap patterns for this business profile. The CAP Workshop delivers the confirmed Optimum Exit Value and specific metrics needed to achieve it.
Internal Reference — Advisor Only
Modeled Optimum (multi-factor): —
Modeled Gap: —
Multi-factor projection using EBITDA multiples, growth/size adjustments, and the proprietary buyer-premium model. Shown for cross-check against the Potential Optimum Value above — not for client distribution.

Valuation Methodology & Assumptions

For advisor reference
ParameterValue / AssumptionNotes

EBITDA Multiple Build-Up

Market value vs. optimum value
ComponentCurrent (Market)Optimum Exit™

PROVE it Canvas™ — Dimension Detail

Score, gap assessment & buyer relevance
DimensionScoreRatingBuyer Premium Driver

Tax & Estate Planning Considerations

Key factors to address before exit

The gap between current market value and the Potential Optimum Value has direct implications for your client's tax planning strategy. Key considerations include:

    CAP and your firm working together: CAP's Chairman, Christopher Riley, specializes in creative estate tax planning to maximize exit proceeds for business owners. A joint engagement — your tax expertise combined with CAP's exit optimization — delivers significantly better outcomes for your client than either approach alone.

    How to move forward with your client

    Choose the approach that fits your client relationship and engagement style

    Refer your client to CAP
    Introduce your client to CAP for a PROVE it Canvas™ scoping call. CAP handles the exit optimization work; you remain their trusted tax and financial advisor throughout.
    Make a referral →
    Co-host a joint client meeting
    Bring CAP into a meeting with your client together. You frame the tax and financial picture; CAP explains the exit value opportunity. A powerful combination.
    Request a joint meeting →
    Register as a CAP preferred partner
    Formal partnership gives all your business-owner clients access to this tool, CAP's Resource Kit, and priority introductions — positioning you as a full-service exit planning resource.
    Register as a partner →
    Email this report to your client
    Send a co-branded summary of this analysis — your firm's name alongside CAP's branding. A professional leave-behind that frames the exit conversation.
    Enter email below →
    ← Run analysis for a different client

    © 2025–2026 Cutwater Advisory Partners, LLC. All rights reserved.
    PROVE it Canvas™ and Optimum Exit Value™ are proprietary to Cutwater Advisory Partners.
    cutwateradvisory.com  ·  info@cutwateradvisory.com

    For illustrative purposes only. Not financial, legal, or investment advice. Actual results will vary. Consult a qualified advisor before making any business or financial decisions.