SMB valuation and operational benchmarks

Search any SMB to see a public valuation estimate, value trend, peer context, and score-style driver scores. Unlock private data when you are ready to improve the estimate.

Top med spas in PhoenixEstimate my businessHVAC companies in Salt Lake CityCompare plumbing competitorsFind acquisition targets near Denver

Value estimate

range, confidence, and trend

500-900

driver score range

4 lenses

growth, profit, lifestyle, transition

Public estimate preview

Summit Ridge HVAC

HVAC contractor/Denver, CO

Public

Estimated value range

+8% over 90 days

$1.8M-$2.4M

medium public confidenceGrowth lensSearch to create a canonical listing

Inferred peer model

medium public confidence
Residential and light commercial customers, repair and replacement revenueTechnician dispatch, recurring maintenance, local reputation

Public driver scores

score-style 500-900

Demand

Public search and review momentum suggest above-peer demand.

781

+16

Operations

Recent public feedback points to reliable response patterns.

728

+7

Market Position

Public profile strength compares favorably with nearby peers.

752

+10

Private unlock narrows the range

Connect financials, artifacts, private business model canvas data, operating model data, and compliance evidence to confirm the public model and unlock Financial and Compliance scores.

Live market-style discovery

Browse markets before you ever sign in.

Public profiles should invite curiosity, comparison, and claiming. The escalation is earned by showing enough signal to make private refinement feel obvious.

Summit Ridge HVAC

HVAC contractor / Denver, CO

Estimated value

$1.8M-$2.4M

Demand score781

Compared by Residential and light commercial customers, repair and replacement revenue

+8% over 90 days value trend

Desert Bloom Med Spa

Medical spa / Phoenix, AZ

Estimated value

$2.6M-$3.3M

Demand score806

Compared by Wellness consumers, recurring treatments and premium services

+12% over 90 days value trend

Wasatch Pipe & Drain

Plumbing contractor / Salt Lake City, UT

Estimated value

$950K-$1.3M

Demand score742

Compared by Homeowners and property managers, repair, install, and maintenance revenue

3% over 90 days value trend

Search-first funnel

Every path starts with a useful public search.

Visitors can try the product immediately, then move into account creation, saved research, searcher packaging, routeable business pages, or owner claim/refine without changing the core search habit.

01

Anonymous search

Start with a business, category, city, or acquisition thesis and move into routeable public results.

02

Saved research

Create an account to keep recent searches, lists, public profiles, and sourcing context together.

03

Searcher packaging

Upgrade into Pro or Studio when prospecting needs private lists, team workflows, agent help, or exports.

04

Claim and refine

Owners can turn public context into a private organization workflow without giving searchers raw private data.

Routeable product

Search does not dead-end on the homepage.

Public discovery can continue into persistent listing, market, category, app, and private routes. The landing page points toward those surfaces without pretending it can authorize private work by itself.

Public listing routes

Profiles stay anchored to Hat Trick listing IDs, valuation confidence, public driver scores, and claim/refine handoff.

Market and category routes

Search can branch into category results, competitor comparisons, and acquisition-target exploration.

App and private routes

Signed-in users can return to research or private work while protected app surfaces resolve private access.

Boundary-safe conversion

Move from public curiosity to the right signed-in context.

Searchers can keep researching from the app. Owners can claim and refine in a private-data organization. The landing page can route those choices, but private data, billing authority, integrations, and high-impact tools still resolve inside protected app flows.

What stays separated

Searcher research
Private organization data
Billing and integration authority

Start public. Upgrade when you need confidence.

Searchers get public research and controlled export workflows. Operators get private valuation intelligence without turning Hat Trick into a generic process-improvement or document repository product.

Operator tiers

Private valuation refinement, accounting evidence, scores, reports, and scoped sharing.

Operator Free

Private-data organization

$0per month

Entry-level private refinement with private-source connection intake.

  • 3 private valuation refinements per month
  • Narrow public-to-private refinement affordances
  • QuickBooks, Xero, and Gmail private-source connection intake
  • No downstream private-source value unlocks beyond free refinement
  • No private scores, reports, or limited-access sharing
  • No Corahelps-style process improvement workflows

Operator Basic

Private-data organization

TBDStripe plan

Core private-data organization capabilities for valuation refinement.

  • 25 private valuation refinements per month
  • 1 QuickBooks or Xero connector
  • 25 private score runs and 100 benchmark queries per month
  • 5 reports and 3 limited-access grants
  • No broad document repository
  • No generic workflow automation
  • Advanced compute and sharing require Operator Advanced

Operator Advanced

Private-data organization

TBDStripe plan

Expanded private valuation, scoring, integrations, and reporting.

  • 100 private valuation refinements per month
  • QuickBooks/Xero plus bounded Gmail evidence where enabled
  • 200 private score runs and 500 benchmark queries per month
  • 100 compute or agent jobs, 25 reports, and 20 limited-access grants
  • No raw private data for linked searcher workspaces
  • No unscoped limited-access sharing
  • Process-improvement suites remain a Corahelps handoff