What is the Enterprise Value Index?

The Enterprise Value Index (EVI) is a proprietary self-assessment that scores healthcare businesses across 10 transaction-critical dimensions on a 300-to-850 scale, modeled on how buyer diligence actually evaluates a company.

How long does the EVI assessment take?

About 5 to 10 minutes. You answer questions across 10 dimensions including financial performance, revenue quality, payor diversification, and clinical operations.

Is the Enterprise Value Index a business valuation?

No. The EVI is an estimated indicator of transaction position based on self-reported data. It is not a business valuation, fairness opinion, or investment recommendation. Actual valuations are determined by qualified buyers in arm's-length processes.

What score do I need to be transaction-ready?

680 is the threshold institutional buyers care about. Scores above 680 (Exit-Ready and Premium bands) indicate a business that is likely to withstand buyer diligence without major re-trades.

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

Predictive Valuation Diagnostic

Know where you stand
before your buyer does.

A directional score for healthcare businesses. 10 dimensions, scored the way diligence will score you.

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10 dimensions buyers examine in diligence

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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 buyers examine

Each one reflects a question a buyer's diligence team will ask about a healthcare business.

📊

Financial Performance

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

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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

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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

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Transferability

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

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Technology & Data

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

📈

Growth Trajectory

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

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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 →

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M&A Advisor

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

Score a client →

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Investor / Corp Dev

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

Screen a target →

Dimensions buyers
examine in diligence

300–850

Directional score,
not a valuation

📊

Decades 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 CapXchange →

QuickBooks, payroll, and practice management feed your financials directly through 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.

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? *

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: [email protected] or reply STOP.

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

Optional. I agree to receive text messages from Behavioral Blueprints about my assessment results and advisory updates at the number I provided. Message frequency varies. Message & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of any purchase. See our SMS Terms and Privacy Policy.

Algorithmic Scoring Disclaimer

Scores are generated by a proprietary algorithm built from decades of observed healthcare deal outcomes and scored against the same. The Enterprise Value Index uses mathematical modeling based on self-reported data, not artificial intelligence. Results are estimates and may not reflect actual market conditions, buyer behavior, or transaction outcomes. Scoring methodology evolves as new transaction data is observed, and past results may differ from current calculations.

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 is not a registered 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.

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.

Calls and AI notetaker

Review calls may be recorded, transcribed and summarized with an AI notetaker provided by HubSpot. We tell you at the start of the call and turn it off if you prefer.

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: [email protected] or (949) 682-1223. 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