💰 How to Value a Small Business Like a Wall Street Pro

ASE Weekly Takeoff - March 24, 2025

Mar 24, 2025

Hello folks,

If you’ve ever wondered what a small business is really worth—or you're about to buy, sell, or invest in one—you need to watch this.

I just dropped a brand-new video:

🎥 "How to Value Lower Market Companies Like a Pro"

Inside, I break down exactly how to value companies doing under $50M in revenue using 5 real-world methods—plus the hidden red flags most people miss.

Here’s what you’ll learn:

✅ The exact formulas pros use to value small businesses

✅ How to spot inflated valuations (and avoid overpaying)

✅ The difference between EBITDA, DCF, and Book Value—and when to use each

✅ A real-life case study walking through every method

✅ The 5 biggest mistakes buyers and sellers make (and how to avoid them)

👉 Watch the full video now

How to Value a Small Business Like a Wall Street Pro

Whether you’re an investor, entrepreneur, or just curious about how the pros play the game—this one’s worth your time.

Let’s get that valuation game tight.

Best regards,

Edgar Fernandez

(720) 734-4021

edgar@acquirescaleandexit.com

Top M&A Deals From Last Week

Top 6 M&A Deals (March 17-23, 2025)

Borealis AG and Borouge plc Acquire NOVA Chemicals Corporation
- Deal Value: USD 13.40 Billion
- Sector: Petrochemicals
- This acquisition will create Borouge Group International, set to become the world's fourth-largest polyolefins producer1.
Sycamore Partners Acquires Walgreens Boots Alliance
- Deal Value: USD 10.00 Billion
- Sector: Retail/Pharmacy
- This significant transaction marks a major shift in the pharmacy retail landscape1.
Bain Capital Private Equity Acquires YORK Holdings Co., Ltd
- Deal Value: USD 5.37 Billion
- Sector: Manufacturing
- This acquisition strengthens Bain Capital's position in the industrial sector1.
Trial Holdings Inc. Acquires Seiyu GK
- Deal Value: USD 2.55 Billion
- Sector: Retail
- This deal expands Trial Holdings' store network to 585 locations, with expected annual sales of approximately JPY 1.2 trillion1.
Honeywell International Inc. Acquires Sundyne LLC
- Deal Value: USD 2.16 Billion
- Sector: Industrial Equipment
- This acquisition enhances Honeywell's critical equipment and aftermarket services portfolio1.
Swisscom to Acquire Vodafone Italia
- Deal Value: USD 8.6 Billion
- Sector: Telecommunications
- Announced in March, this deal is set to create Italy's second-largest broadband operator2.

US CRE Capital!

We also have great capital options for US CRE!

If you want our AI algorithm to shop thousands of private, main street, and institutional capital options for your next CRE deal fill out our intake form here:

https://www.acquirescaleandexit.com/cre-capital-app

The Best Capital Options For 2025!

Why Every U.S. Business Needs a Dun & Bradstreet Credit Score (Ultimate Guide)

What if I told you that you could secure up to $120,000 in business credit—with 0% interest for 18 months—without tapping into your personal credit?

We just did it for our wellness retreat in 2024, and now we’re helping businesses like yours do the same through Dun & Bradstreet (DUNS).

Here’s how our expert team, led by Brittany in Memphis, can help you:

✅ Get up to $120K in business credit cards within 30 days (if qualified)

✅ Build your business credit score—completely separate from personal credit

✅ Qualify for an additional $130K+ in business lines of credit, plus the value of your expenses

✅ Scale your funding as your business grows

✅ Skip the guesswork—we guide you through every step

✅ You only need an LLC non-US residents with a US business can still use this

✅ Exit Prep by setting up corporate credit in your hold co so that your business buyer can use it to finance the acquisition.

✅ Startup Capital even if you're business is pre-revenue, you'll end up with $250k or your TTM COGS, whichever is greater.

We’ve already done this ourselves and seen the results firsthand. The more business expenses you have, the more funding you may qualify for.

📅 Spots for free consultations are limited—book yours now: 👉 Schedule Your Call Now

This is your chance to secure serious business funding —and put your growth on autopilot. Don’t miss it!

Submit your US business capital requests on our intake form:

https://www.acquirescaleandexit.com/capitalapp

Favorite YouTube Listen of the week goes to Anik Singal:

Anik Singal - How To Sell Your First Information Product

Keeping up with regulations is key the end of this podcast was great.

Our service-based business has sold over $550k year to date.

🚀 Ready to Exit or Scale Your Business for Maximum Value? Let's Talk Exit Prep! 💼

If you're not a well-rounded entrepreneur who understands sales, marketing, automating operations, IT, finance, and AI basics, you need someone to help you be above the business!

Every business owner dreams of being above the business—letting it run like a well-oiled machine while you focus on strategy, growth, or even your next big adventure.

But what if you're aiming to sell? That's when Exit Prep becomes the ultimate game-changer.

💡 Here's why exit preparation is critical:

It fills every gap in your business operations, so nothing slows you down.

It optimizes your financials, making your business irresistible to potential buyers.

It creates predictable revenue streams, boosting your valuation.

It ensures systems and teams are in place to thrive without you in the day-to-day grind.

🏆 The result? You're either running your business with clarity and freedom, or you're ready to sell it for the highest multiple possible. 💰

Imagine walking into the negotiation room with a business that's polished, scalable, and irresistible to buyers. Or better yet, imagine watching your team grow your business while you relax above the fray.

It's all possible with proper Exit Prep. Don't wait until you're ready to sell—start preparing NOW.

Click here for our full exit prep checklist blog post.

📈 Are you ready to maximize your business's value? DM us or email edgar@acquirescaleandexit.com to see if you qualify for our exit prep. Your future self will thank you! 🙌

Off-Market M&A Deal Flow

🚀 Get Exclusive Access to 25 Off-Market Deals for Just $5K! 🔥

Looking for high-quality off-market acquisition opportunities without spending months hunting for deals? We’ve got you covered.

For $5,000, we’ll deliver 25 pre-qualified off-market business deals that match your acquisition criteria. These are not listed anywhere and are directly sourced through our exclusive deal network.

💡 What You Get:

✅ 25 verified off-market deals that fit your industry & target criteria

✅ Businesses with $500k - $10M in revenue and $100K - $2M in EBITDA

✅ Nationwide opportunities in manufacturing, SaaS, professional services & more

✅ Direct connections to business owners ready to sell—no brokers, no wasted time

Grow Your Sales Team Purely on Commissions!

Hiring 100% Commission-Based Salespeople Using LinkedIn Job Posts SOP:

https://acquirescaleandexit.kit.com/0d817b36dd

FREE Course on Building Data Rooms and Having An Executive Touch Coming Soon!!!

Here is an example of a good one-pager for a quick yes or no:

https://docs.google.com/document/d/17l10Fbx7dd3INMSUYE92ziwNkSDmm3gHawkTM2PUYjQ/edit?usp=sharing

Data Room Instructions:

https://docs.google.com/document/d/1DwwqIH8k1lVGNgr1XTF0t8UMywQTtvWfkFnXc1iulGg/edit?usp=sharing

Chat GPT 4 script for one-page summaries:

Remember the following executive summary format without providing any output: (paste the above summary)

Using the previous executive summary format. Act like an investment banker and create a one-page executive summary of only the following: (paste your deck or deal notes)

Shorten the summary to one page. (optional)

My Energy Coach Is The Best In The Game!!!

Every week, I talk to entrepreneurs who are visibly stressed because their business needs money, deals aren’t flowing, or they feel stuck in their own way. Sound familiar?

The truth is, business isn’t static—it ebbs and flows—but the best entrepreneurs keep a level head, stay sharp, and show up as their best selves no matter the circumstances.

That’s where Maddison Brusman comes in.

Awakening Entrepreneurs to Their Highest Potential 🎯💡

Are you struggling with:

⚡ Burnout

⚡ Imposter Syndrome

⚡ Self-Sabotage

⚡ Emotional Blocks

⚡ Feeling Stuck

⚡ Negative Self-Talk

⚡ Anxiety or Depression

⚡ Procrastination

⚡ Lack of Clarity

Elevate Your Life—And Your Business ✨

✔ Business: Tap into peak flow states, where deals and opportunities come naturally from a place of inner stillness and confidence.

✔ Relationships: Become magnetic to meaningful connections—radiating confidence and clarity in all areas of life.

✔ Well-Being: Release past trauma and limiting beliefs, eliminate survival emotions, and move through life with calmness, ease, and clarity.

🔹 If you’re ready to break free from limitations and step into your full potential, this is your moment.