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What is terminal value?

Everything beyond the forecast horizon, compressed into one number. In an SME discounted cash flow it is usually 60 to 75 percent of the total valuation.

1 min readMarginGraph

The value of everything happening after your forecast ends, compressed into a single figure and discounted like any other year. In an SME discounted cash flow it routinely accounts for 60% to 75% of the total answer.

Which means most of the model is decoration

If three quarters of the valuation comes from one assumption about the years beyond your horizon, the five years you modelled carefully are less important than they feel. This is not a flaw in the method — it is the method being honest about where value in a going concern actually sits.

The two ways to calculate it

MethodFormulaThe trap
Perpetuity growthFinal year cash ÷ (discount rate − growth)Growth above 2–3% assumes you outgrow the economy forever
Exit multipleFinal year EBITDA × a multipleYou have reintroduced the multiple you were avoiding

Run both. If they differ by more than a third, one assumption is carrying too much weight and you should find out which before someone else does.

The sanity check

Divide the terminal value by the final forecast year's EBITDA. If the implied multiple is well outside the normal range for a business of your size, the perpetuity growth rate is doing something unrealistic — usually assuming permanent growth above the rate of the wider economy.

DCF valuation explained has the worked figures; how to value a business covers when a DCF is worth building at all.

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DCF valuation explained

Discounted cash flow without the spreadsheet mysticism — what the discount rate actually represents, why terminal value is usually most of the answer, and when a DCF is worth building.

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The whole process in seven steps — from the earnings figure you start with to the range you end up defending. Written for owners doing this for the first time.