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Valuation, financial health, and exit path comparison. 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.
Indicative value, debt capacity, market comparables, and book value — each with a full formula breakdown so you understand not just the number, but why.
21 indicators across profitability, asset efficiency, debt management, and liquidity. Each rated, explained, and paired with trend data — actionable insights, not accounting jargon.
Employee ownership, strategic sale, and financial sale — after-tax proceeds, transaction costs, liquidity timeline, and deal structure laid out side by side.
Change growth rates, margins, financing terms, or market conditions and watch every projection recalculate. Know what to expect, not just what to hope for.
Traditional business valuations cost $5,000–$15,000 and take weeks. Aha Planner delivers a comprehensive financial analysis in about 20 minutes.
About 20 minutes. Bring your team along or go it alone.
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.
15-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.