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.

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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

Private-org funnel

Search is a bootstrap path, not the product.

Visitors can find a business and turn it into a private organization, or skip search and create the SMB operating hub from scratch.

01

Business bootstrap

Find the business you operate, advise, or are setting up, then use it to create a private hub.

02

Start from scratch

Skip public search when you already know the company and open a blank private organization.

03

Hub tiers

Use Hub Free, Hub Basic, or Hub Advanced for private-org valuation, sources, scores, and reporting.

04

Operate privately

Owners, admins, and members work inside one private organization boundary.

Routeable product

Search does not dead-end on the homepage.

Public discovery can still lead to listing, market, category, app, and company routes. It exists to create or refine a private organization, not to become a second workspace.

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 find candidate businesses, then hand off to private organization setup.

App and company routes

Signed-in users land in private company setup or active private organization tools.

Boundary-safe conversion

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

Owners and operators can find a business or start from scratch. The landing page can route those choices, but private data, billing authority, integrations, and high-impact tools resolve inside protected private organization flows.

What stays separated

Business bootstrap
Private organization data
Billing and integration authority

Start public. Upgrade when you need confidence.

Every plan is scoped to a private organization. Search is only a bootstrap path for finding the business before the operating hub begins.

Hub tiers

Private valuation, source evidence, operating scores, reports, and agent work for one SMB organization.

Hub Free

Private organization

$0per month

Start a private SMB operating hub from scratch or from a found business.

  • Private organization workspace
  • 3 valuation refinements per month
  • QuickBooks, Xero, and Gmail connection intake
  • Private scores, reports, and advanced analysis require Hub Basic
  • No generic document repository or process-improvement suite

Hub Basic

Private organization

TBDStripe plan

Core operating intelligence for one private SMB organization.

  • 25 valuation refinements per month
  • 1 QuickBooks or Xero connector
  • 25 private score runs and 100 benchmark queries per month
  • 5 reports per month
  • Advanced compute and broader evidence need Hub Advanced
  • Multi-org advisory work is outside the MVP hub

Hub Advanced

Private organization

TBDStripe plan

Expanded private valuation, source evidence, scoring, reporting, and agent work.

  • 100 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 and 25 reports per month
  • No raw private data outside the private organization
  • Process-improvement suites remain a Corahelps handoff