Enterprise Value Index™ | Know Where You Stand Before Your Buyer Does

Predictive Valuation Diagnostic

Know where you stand
before your buyer does.

A FICO-style score for healthcare businesses. 10 dimensions, weighted by nearly 40 years of observed deal outcomes, scored the way diligence will score you.

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10 dimensions weighted by close rates, multiples, and retrade probability

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300 to 850 — the scale buyers and lenders already understand

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Confidential — never sold, never shared, encrypted in transit

Start your assessment → Or book the advisor review →

Enterprise Value Index · Sample

Financial Performance

Strong

Revenue Quality

Moderate

Transferability

Caution

Payor Mix

Moderate

Compliance

At Risk

Workforce

Moderate

Deal shape

Build-to-exit

How It Works

Three steps. Five minutes. One score.

Answer questions the way a buyer’s diligence team would ask them. No documents needed—just what you know about the business.

Answer 10 dimensions

Revenue, payor mix, workforce, compliance, transferability, and more. Each question maps to a dimension buyers weight in diligence.

Score computed securely

Your inputs hit a server-side scoring engine. No scoring logic in the browser—your data is processed and returned encrypted.

Get your EVI report

A composite score from 300 to 850, a dimensional breakdown, deal-shape quadrant, and a plain-language read on where you stand.

What We Measure

10 dimensions, weighted by observed deal impact

Each dimension is weighted by how much it moves close rates, multiples, and retrade probability across nearly four decades of observed healthcare transactions.

📊

Financial Performance

Revenue trends, margins, EBITDA stability, and the adjustments buyers will make

💰

Revenue Quality

Concentration risk, contract vs. fee-for-service mix, and recurring revenue durability

🏥

Payor Diversification

Medicare/Medicaid exposure, commercial mix, and reimbursement rate vulnerability

👥

Workforce Stability

Turnover rates, credentialing depth, licensed vs. unlicensed mix, and key-person risk

⚕️

Clinical Operations

Quality scores, outcomes tracking, accreditation status, and care delivery model

🛡️

Compliance & Licensure

Regulatory standing, state license breadth, audit history, and litigation exposure

🔄

Transferability

Contract assignability, owner dependency, key relationships, and operational portability

💻

Technology & Data

EHR/EMR maturity, data infrastructure, interoperability, and automation readiness

📈

Growth Trajectory

Organic growth rate, geographic expansion potential, and service line runway

🌍

Market Position

Competitive density, referral network strength, and market share in your geography

Built For Every Side of the Table

One index. Three perspectives.

Whether you own, advise, or invest—the Enterprise Value Index speaks your language.

🏢

Owner-Operator

Know your score before a buyer tells you. See where to strengthen before you go to market.

Start your assessment →

🤝

M&A Advisor

Run the Index for a client. Qualify engagements faster and set realistic expectations from day one.

Score a client →

💼

Investor / Corp Dev

Screen a target against your thesis. Get a structured outside-in estimate before you spend on diligence.

Screen a target →

Dimensions scored,
weighted by deal impact

300–850

FICO-style scale buyers
and lenders understand

~40

Years of observed
deal outcome data

🛡️

Confidential & encrypted
Never sold or shared

Begin Your Assessment

What side of the table do you sit on?

Select your role and we’ll tailor the experience to match.

Owner-operator

Score my own business

M&A advisor

Run it for a client

Investor / Corp Dev

Screen a target against your thesis

Work email

Confidential and encrypted in transit. Your responses are never sold or shared, and are used only for your own analysis.

Prefer a conversation? Book the 30-minute advisor review →

Before we begin

You built something worth protecting. Let's establish where it stands.

A few details so your assessment, your results, and your advisory team address you properly. Everything you share is confidential, never sold or shared, and used only for your own analysis. Discretion is the product.

Three ways to complete your Index. Start online now and switch anytime.

Answer online · you're here

About 10 minutes, no documents. A preliminary, self-reported score today.

With an advisor →

A 30-minute confidential call. Your score comes back advisor-verified, the version buyers take seriously.

Connect your systems via MedQoE →

QuickBooks, payroll, and practice management feed your financials directly through MedQoE and CapXchange. No estimates, no spreadsheets.

Introduction

Confidential. We'll use this to deliver your score and address you correctly throughout.

Credential (optional)

First name *

Last name *

Company name (optional, legal name can come later)

Work email *

Phone (optional, only needed when you book your advisor review)

State *

Step 1 of 3

Your business

What you've built and how it operates

Rather do this out loud, or connect QuickBooks instead of estimating? Book the 30-minute advisor review and we handle both.

Book the review →

Services & setting

What you do and where you deliver care.

Primary focus within behavioral health *

Do you offer additional behavioral health services? (select all that apply)

Where do you deliver care? (select all that apply)

In-home, center-based, and telehealth carry different margins and staffing economics, buyers price them differently.

Because you run a facility-based program

A few questions about what buyers of residential and higher-acuity programs look at most closely: your property, accreditation, and capacity. These round out your profile and matter most when a buyer takes a closer look. They do not change your score.

Do you operate detox or inpatient levels? (optional, select all that apply)

Higher-acuity levels not already captured by your services and setting above. IOP and PHP belong under your service lines, so list them there.

Real estate *

For residential assets the property is often a large, separable piece of value the form ignores today.

Condition of your primary facility *

Buyers of residential assets walk the building early. Major systems due for replacement get priced into escrow or price, so knowing now is worth money later.

Accreditation * (select all that apply)

Central to residential and higher-acuity value and to how a buyer underwrites the asset.

Capacity and utilization *

A census range alone cannot underwrite the growth story. Licensed capacity is the denominator that shows headroom.

Co-occurring / dual-diagnosis capability *

Many premium behavioral health assets are defined by integrated co-occurring treatment. This is a care-model attribute, not a buried checkbox.

Scale & footprint

Size and reach of the business today.

Number of locations / sites *

Clients currently in active care *

Enter the number on your active caseload right now. Your best count is fine.

Financials

What you earn, who prepares the numbers, and who pays you. Phase 2 verifies these from your books.

Annual revenue *

Annual profit, pre-tax *

Owner’s discretionary earnings, your take-home plus add-backs. An estimate is fine; Phase 2 reconstructs it from your books.

Your books: who prepares them, and on what basis *

The first two questions every diligence team asks. CPA-prepared, accrual-basis books shorten diligence and protect your number.

Who prepares your annual financial statements?

Are your books kept on a cash or accrual basis?

Primary revenue source *

How concentrated is that source? *iA "payer" is whoever writes the check: an insurance company, a government contract, or an individual family. If clients pay you directly, each family is its own payer, so your largest payer is almost certainly under 25%. Pick a higher range only if one organization or contract is that share of your revenue.

Share of revenue from your single largest payer.

Team & demand

Staff stability, trajectory, and the demand pipeline buyers underwrite.

Clinical staff turnover *

Licensed clinicians are the product in BH, buyers look hard at whether they stay.

Do you have a waitlist? *

A waitlist is unbooked demand, a buyer will pay for it even before it’s in your revenue.

Over the last two years, revenue has... *

Your waitlist shows demand ahead of you; this shows the trajectory behind you. Buyers underwrite both.

If you stepped away for 90 days tomorrow, what would happen to the business? *

Owner dependence, as a manager and as a clinician, is one of the first things a buyer underwrites. Pick the closest.

Legal & ownership

Entity structure and ownership, which drive how a deal is structured.

Legal entity structure *

Determines deal structure (asset vs. stock sale) and transfer complexity.

Do you operate through more than one legal entity?

Real businesses are often entity stacks: an operating company plus a real-estate entity and sometimes a management company. That structure is what determines transfer complexity, and a single dropdown cannot represent it.

Compliance, licensing & systems

Regulatory standing, payer contracts, and where your data lives.

Any compliance warnings, survey deficiencies, or regulatory actions in the past 3 years? *

Primary EHR / practice-management system (optional)

Where your clinical and billing data lives. In Phase 2 this is what we connect to verify your numbers automatically.

Are your payer contracts in the practice’s name (not just yours)? (optional)

If contracts are tied to you personally, a buyer has to re-apply, the most common reason a BH deal stalls. Skip if unsure.

Is your business a franchise or owned by a health system? *

You're earlier than most, but that's an advantage. Founders who command premium outcomes typically begin preparation 18 to 24 months before going to market: cleaning up financials, strengthening payer mix, closing the compliance gaps that buyers use to discount a deal. Our advisory programs work with companies at $2M+ in revenue to get that foundation right. That work starts now, and we're a resource for it.

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Growth advisory track

Tell us where you're focused

Where are you focused right now? (select all that apply)

Launching or expanding Growing revenue & contracting Compliance & accreditation Operational excellence Financial documentation & QofE strength Planning my future exit

What revenue level are you targeting before you sell? (optional)

Buyers pay materially different multiples at different thresholds, knowing your target helps us work backward from the outcome you want.

Would you like us to reach out with growth-stage resources? *

Required. I consent to be contacted by Behavioral Blueprints regarding transaction position resources and growth advisory services. Opt out anytime: info@behavioralblueprints.com

Optional. I'd like to receive healthcare M&A market intelligence and exit planning resources from Behavioral Blueprints.

Confidential. Advisory services only. Not a licensed broker-dealer. info@behavioralblueprints.com

Step 2 of 3

Transaction position

Where you are and what's next

When are you considering an exit? *

What's driving your interest? (select all that apply, optional)

Retirement Pursuing a new venture Lifestyle change Capital to fund growth Buyer / PE expressed interest Partnership opportunity Succession / estate planning Market or reimbursement changes

Preferred type of acquirer (optional)

Add-on dynamics shape the deal, PE platforms expect less management depth and tech because they provide it.

Worth two minutes: the single highest-impact document in your file. A Quality of Earnings report is an independent accountant's verification of your profit: what you actually earn, which expenses are owner versus business, and which add-backs will hold up when a buyer's team tests them. Buyers discount unverified numbers, and undefended add-backs are the most common re-trade lever in healthcare transactions. A current sell-side QofE is the single highest-impact step for your Financial Performance dimension, your largest available gain on the board. You don't need one to finish this assessment.

Have you had a professional valuation or QofE completed? *

Is this your first transaction? *

Two questions about you, not the business

Optional, and they do not affect your score. Deals close when the seller's own numbers and people are aligned; these tell your advisor where to start.

Do you know the after-tax number you would need to walk away with? (optional)

Have you and the people who matter to you agreed on what happens after a sale? (optional)

✓

Consent & disclosures

Required. I consent to be contacted by Behavioral Blueprints regarding my assessment results and related advisory services. Opt out anytime: info@behavioralblueprints.com or reply STOP.

Optional. I'd like to receive periodic healthcare M&A market intelligence and transaction position resources from Behavioral Blueprints.

Confidentiality

All information is treated as strictly confidential. Not shared with buyers, investors, or any third party without your express prior written consent.

Advisory Services Disclaimer

Behavioral Blueprints LLC provides business advisory and transaction position consulting services only. Not a licensed broker-dealer, investment adviser, or securities dealer. Nothing submitted constitutes an offer or solicitation to buy or sell any business or security, or financial, legal, or tax advice.

Finder Activity

Behavioral Blueprints operates as a finder and business advisory firm. It does not negotiate deal terms, execute purchase agreements, accept or transmit transaction proceeds, or provide securities-related services.

Enterprise Value Index Disclaimer

The Enterprise Value Index (EVI) is an estimated indicator of transaction position based on self-reported responses across 10 dimensions. It is not a business valuation, formal appraisal, or opinion of enterprise value. Actual transaction valuations are determined by qualified buyers in arm's-length processes.

Privacy & Your Rights

Under the CCPA and applicable law, you may request to know, delete, or correct your data, or opt out of marketing at any time. Contact: privacy@behavioralblueprints.com. We do not sell personal information.

How your score gets stronger

Today's result is a preliminary score: self-reported, directional, and private to you. From here it strengthens in two steps. Advisor-verified: a transaction practitioner reviews your inputs on a confidential call with a thin set of documents you already have, producing the score buyers can take seriously. Diligence-grade: document-supported scoring with your accounting and payroll data connected, built to hold up in front of a buyer's diligence team. Each step replaces estimates with evidence, and buyers pay for evidence.

Step 3 of 3

Enterprise Value Index™, Phase 1

AT RISK

DEVELOPING

PRE-Q

EXIT-READY

PREMIUM

300500650680750850

680 is the line institutional buyers care about. Below it, diligence finds the gaps that drive re-trades. Above it, you negotiate from strength.

Book your complimentary strategy call

30 min • No obligation • Behavioral Blueprints

Your 10 dimensions

Your advisory analysis

How should we follow up?

EVI Monitoring

Track your score the way you track your credit.

Quarterly re-score, verification tracking as each dimension moves from self-reported to verified, and a score-delta alert when something you did changes your number.

Start monitoring →

Connect your systems

Replace estimates with evidence.

QuickBooks and payroll feed your financials directly; your EHR exports verify census and payer mix. Set up during your advisor review, and your score updates as the data lands.

Set up integration →

Verify a dimension · Phase 2 preview

Have a document handy? Send it now and we verify that answer.

A state license list verifies Compliance & Licensure. Last month's P&L verifies Financial Performance. Each accepted document flips one badge from self-reported to verified, and verified scores are the ones buyers take seriously.

PDF, image, or spreadsheet · encrypted · never shared

For M&A advisors & investors

Run the Index across a book of business

Advisors screen clients before the engagement. Investors screen targets before the LOI. Portfolio scoring and firm options are available.

Talk to us →

Save your score

Create your account & get the full report

Enter your email to save this score to your account and unlock the full report, dimension-by-dimension analysis, your complimentary resource guide, and a link to book your review call. Your account is also where Phase 2 lives: connect your systems later to verify your numbers and watch your score update.

What happens next

We review your assessment and prepare your personalized transaction position overview within one business day.

You'll receive an email with your full score breakdown, your complimentary resource guide, and a link to book your review call.

On the call, we'll walk through your dimensions, identify the highest-impact gaps, and discuss whether advisory support makes sense for your situation.