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Certified Valuation Reports

Business Valuation
for Owners

Get an unbiased valuation from a certified professional to preserve your most valued asset – your business.

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Why Business
Valuations Matter

Knowing the true worth of your business helps you make informed decisions, and it ensures you get the best value. Understanding market conditions and how they impact valuation is critical for any business owner, which is why a business valuation is vital and useful when you are:

Selling or Buying a Business

Accurate valuations ensure you negotiate a fair purchase price and receive maximum value during a sale.

Resolving Partnership Disputes

An objective valuation provides a clear basis for equitable settlements between partners.

Estate Planning

Valuations help in the fair distribution of business assets and ensure your estate plan reflects the true value of your business.

Raising Capital

Understanding the worth of your business is essential for attracting investors and securing funding.

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A certified business valuation makes all the difference

Be confident your report will be accepted by more buyers, banks, courts and the IRS.

No ballpark estimates that could cost you thousands, even millions, if it doesn’t hold up to review and scrutiny.

Know what other companies like yours sold for in your area with hand-picked comps based on your industry, location, size and financial performance.

Get an accurate valuation based on an in-depth review of your company’s history, financials, owner interviews, economic outlook and the most up-to-date market data.

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Easy to order reports and upload your information

Order your reports in just a couple of clicks; no sales calls, subscriptions or long-term commitments.

Pay at your own pace. You choose the payment schedule that works for you and you won’t be charged late fees or penalties of any kind, ever. Select affirm at checkout.

Quickly upload your business and financial information with ease using our bank-grade secure portal and guided intake forms.

Get access to your dedicated appraiser to answer your questions or explain your report.

What We Offer

Get the reports you need

Business Valuations

Get an unbiased, highly-reliable business valuation to preserve your most valued asset - your business.

PreQualified Business Appraisals

Secure prequalified financing for selling your business with up to 3 lenders from our national network.

Pitch books / CIMs

Send professional–grade marketing collateral to maximize interest in your business for sale.

Equipment Appraisals

Get an unbiased, certified appraisal of the operational machinery and equipment assets of a business.

Commercial Real Estate Appraisals

Get a certified appraisal of a commercial property based on objective criteria and in-depth knowledge of the local market.

Quality of Earnings

Support the due diligence phase with a fast, affordable way to validate the past financial performance of a business.

Markets we serve

Proudly serving business owners in a variety of industries

A mechanic

Consumer

Automotive, Consumer Products, Retail, Transportation, Hospitality & Services
A tech employee

Tech & Media

Technology, Telecommunications, Media & Entertainment
A doctor

Healthcare & Education

Life Sciences, Healthcare, Education & Care Centers
A general contractor

Resources & Industrials

Industrial Products, Construction, Utilities, Energy & Mining

Getting started is easy

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

You will receive an email invitation to create your account in the Data Collection Portal.

From the Data Collection Portal, complete the short intake form then upload financial documents. If you have any questions, our team is here to help

Once we receive your information, your appraiser will be in contact with you if we need to confirm any information.

Securely download your report directly from the Data Collection Portal.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Management Team

Thought leaders in business valuation

Shelia Darby, Managing Director of BizWorth

Shelia Darby

Managing Director, BizWorth

Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and a Certified Machinery and Equipment Appraiser (CMEA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.

Jon Donnel, Managing Director of Advisory at BizWorth

Jon Donnel

Managing Director, Valuation Advisory

Leads the Valuation Advisory Practice focused on complex valuations, loss profit calculations, partner buy-outs and disputes. Jon has held senior-level director positions for Fortune 50 companies and investment banks. He is a Certified Valuation Analyst (CVA) and holds a bachelor’s degree in economics and an MBA from Rice University.

Robert Brand

Director, Business Valuation

Leads BizWorth’s informational and certified business valuation practice. Robert is an officer of NACVA's Houston State Chapter and serves as the treasurer of Houston's Texas Association of Business Brokers. He is a Certified Valuation Analyst (CVA). Robert is a former Combat Engineer serving in Iraq for the U.S. Army and holds a bachelor's degree in finance from University of Houston.

Renee Schreier

Director of Operations

Manages BizWorth's operations and strategic planning initiatives, report production and customer applications. Renee serves as the secretary of Houston's Texas Association of Business Brokers and was a former operations administrator with Accenture. She holds a bachelor’s degree from Texas Lutheran University.

Joseph (Joey) Wilson

Senior Market Analyst

Leads BizWorth's industry and market research initiatives. Joey was a former production analyst with Scotiabank. He holds a BBA and Master of Finance degrees from the University of Oklahoma.

Dan Darby

Director of Pitch Books & CIMs

Leads Pitch Book and CIM report production. Former management consultant with several Big 5 and Fortune 50 companies. Holds a bachelor’s degree in Business Administration from Baylor University and a Master of Science in Organizational Leadership from Northwestern University.

Shelia Darby
Managing Director, BizWorth
Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and an Equipment Certified Appraiser (ECA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.
Jon Donnel
Managing Director, Valuation Advisory
Leads the Valuation Advisory Practice focused on complex valuations, loss profit calculations, partner buy-outs and disputes. Jon has held senior-level director positions for Fortune 50 companies and investment banks. He is a Certified Valuation Analyst (CVA) and holds a bachelor’s degree in economics and an MBA from Rice University.
Shelia Darby
Managing Director, BizWorth

Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and an Equipment Certified Appraiser (ECA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.

Jon Donnel
Managing Director, Valuation Advisory

Leads the Valuation Advisory Practice focused on complex valuations, loss profit calculations, partner buy-outs and disputes. Jon has held senior-level director positions for Fortune 50 companies and investment banks. He is a Certified Valuation Analyst (CVA) and holds a bachelor’s degree in economics and an MBA from Rice University.

Robert Brand
Director, Business Valuation

Leads BizWorth’s informational and certified business valuation practice. Robert is an officer of NACVA's Houston State Chapter and serves as the treasurer of Houston's Texas Association of Business Brokers. He is a Certified Valuation Analyst (CVA). Robert is a former Combat Engineer serving in Iraq for the U.S. Army and holds a bachelor's degree in finance from University of Houston.

Renee Schreier
Director of Operations

Manages BizWorth's operations and strategic planning initiatives, report production and customer applications. Renee serves as the secretary of Houston's Texas Association of Business Brokers and was a former operations administrator with Accenture. She holds a bachelor’s degree from Texas Lutheran University.

Joseph (Joey) Wilson
Senior Market Analyst

Leads BizWorth's industry and market research initiatives. Joey was a former production analyst with Scotiabank. He is a NACVA Certified Valuation Analyst (CVA) holds a BBA and Master of Finance degrees from the University of Oklahoma.

Dan Darby
Director of Pitch Books & CIMs

Leads Pitch Book and CIM report production. Former management consultant with several Big 5 and Fortune 50 companies. Holds a bachelor’s degree in Business Administration from Baylor University and a Master of Science in Organizational Leadership from Northwestern University.

Jack Nielsen
Financial Analyst

Leads financial analysis to support preparation of valuation reports and pitch books. Holds a Bachelor of Science in Economics from Texas A&M University.

Weston Tschirhart
Certified Machinery & Equipment Appraiser

Mr. Tschirhart is a certified machinery and equipment appraiser at BizWorth. Specializing in over 10 years of agricultural, industrial and restaurant machinery and equipment, Mr. Tschirhart’s expertise ensures accurate and reliable assessments for clients across various industries and locations throughout the country. A proud graduate of the University of Texas at San Antonio (UTSA), Weston's analytical prowess and commitment to excellence make him a valuable asset in providing comprehensive and accurate machinery and equipment appraisals to clients from coast to coast.

I need to feel confident that I can take my report to a bank, investor, attorney - whomever I want - and that what’s in the report is accurate. I like that your reports are certified, easy to read and easy to understand.
Victor A., Business Owner
The information and guidance really helped us put things in perspective and taught exactly what we needed to do in selling our small online business.
Leila M., Business Owner
Working with BizWorth for our first business valuation was so incredibly easy and helpful. We were worried we wouldn’t get all of the value we saw in our business in the sale, but their expertise and report gave us a lot of confidence.
Carolyn T. Business Owner
Highly recommended.
Provide amazing value
Very talented team.
Definitely reach out.
Honest, hardworking, extremely competent.
Well worth the investment.
Give you real numbers to negotiate with.
Extremely organized.
Super-smart people helping companies succeed.

Frequently asked questions

What is a business valuation?

Business valuation is the process of determining the economic value of a business or company. It's used for a variety of reasons, including sale value, establishing partner ownership, taxation, and even divorce proceedings.

Why do I need a business valuation?

Business valuations are essential for understanding the true worth of your business. They are critical during sales, mergers, acquisitions, and for raising capital. They also help in estate planning, resolving disputes, and enhancing business strategy. For more about why you may need a business valuation, check out the “Define the Purpose” section of BizWorth’s Definitive Guide to Business Valuation Reports.

How is a business valuation performed?

A business valuation can be performed using various methods, including the income approach, market approach, and asset-based approach. The choice of method depends on the nature of the business and the purpose of the valuation. For more about how business valuations are performed, check out the “Read the Report” section of BizWorth’s Definitive Guide to Business Valuation Reports.

What information do I need to provide for a valuation?

Typically, you'll need to provide the past three years of financial statements (income statements, balance sheets, cash flow statements), tax returns and information about the company, market and competition. For a complete list of required information, check out BizWorth’s Definitive Guide to Business Valuation Reports.

How long does the valuation process take?

The duration of the valuation process can vary. For buying or selling a business, it takes less than 5 business days. For estate planning, divorce and legal disputes, it generally takes about four weeks, depending on the complexity of the business and the thoroughness of the records provided.

How much does a business valuation cost?

The cost of a business valuation can vary widely based on the complexity of the business, the purpose of the valuation, and the level of detail required. For most small businesses, costs can range from a $1-3k for buying and selling a business and $7-10k for estate planning, divorce and legal disputes.

Who is qualified to perform a business valuation?

Business valuations are typically performed by professional business appraisers who have specialized training and certification. These professionals are certified valuation analysts (CVAs), or certified public accountants who are accredited in business valuation (ABV). Professionals with an Accredited in Business Valuation (ABV) and Accredited Senior Appraiser (ASA) designation are also trustworthy sources of a business valuation.

IMPORTANT: If you are receiving an appraisal from an algorithm or anyone who does not have these credentials, chances are you are receiving a ballpark estimate or personal opinion rather than an actual business valuation or business appraisal. These estimates can be anywhere between 15-30% off the actual value of your business so be sure to only use these estimates for initial planning considerations but do not use these estimates for decisions that could cost you time or money.

How often should I get my business valued?

Getting your business appraised annually provides an up-to-date assessment of its value, which is essential for accurate financial planning and forecasting. Regular appraisals ensure you have current data on your company's worth, enabling you to create realistic financial plans and forecasts. This information is crucial for setting achievable goals and making informed decisions about expansion, investment, and resource allocation. Additionally, understanding the drivers of your business's value allows you to implement strategies to enhance performance and increase profitability. Annual appraisals also offer the opportunity to benchmark your business against local competitors, providing valuable insights into market positioning and areas for improvement to boost your business’s value.

On the other hand, not having your business appraised every year carries significant risks. Without an annual appraisal, you may rely on outdated or inaccurate information, leading to poor decision-making and missed opportunities. This can result in undervaluing or overvaluing your business, affecting negotiations for financing, mergers, or acquisitions. Furthermore, in the event of unexpected circumstances like a sudden sale, retirement, or partnership dissolution, having an up-to-date valuation ensures you are well-prepared and can act swiftly and confidently. Regular appraisals also help identify potential issues early, allowing you to address them before they become major problems. Additionally, without benchmarking against competitors, you may miss critical insights that could help you stay competitive and enhance your market position.

What can I do to increase the value of my business?

As a business owner, whether you are operating in a booming or declining industry, enhancing the value of your business should be a constant priority. The right strategies can drive growth, attract investors, and improve your bottom line. Here are practical ways to boost your business's value regardless of the economic climate or industry trends.

  • Obtain an Annual Business Valuation: Understanding the true value of your business is crucial, particularly when making strategic decisions regarding sales, investments, or growth. Industry multiples and rules of thumb (like the ones provided in this publication) while quick and convenient, often fail to provide an accurate valuation as they overlook the unique characteristics and current market conditions of a specific business. These methods typically do not consider the variability across industries, the impact of economic shifts, or include value of intangible assets that are unique to each business, which can lead to misleading valuations.
  • A professional business valuation prepared by a certified appraiser, however, offers a comprehensive and objective assessment, considering all pertinent factors, including intangibles and current market trends. This not only aids in identifying areas for improvement but also serves as a reliable basis for negotiations with potential buyers or investors, ensuring that business decisions are informed and reflect the true worth of the company.
  • Diversify Your Revenue Streams: One of the most effective ways to safeguard your business against market fluctuations is to diversify your revenue sources. This could mean expanding into new markets, adding new customers, developing new products, or adding complementary services that appeal to your existing customer base. Diversification not only spreads risk but also opens up new avenues for growth.
  • Strengthen Your Financial Health: Robust financial management is crucial for enhancing business value. This involves more than just keeping good books. Focus on improving cash flow, reducing debts, and managing expenses efficiently. Consider hiring a skilled financial advisor to uncover hidden opportunities for savings and investment. Transparent and reliable financial reporting also builds credibility with potential investors and lenders.
  • Enhance Operational Efficiency: Streamlining operations can significantly reduce costs and improve service delivery. Evaluate your processes regularly and identify areas where you can cut fat. Technology can be a great ally here; modern software solutions can automate routine tasks, reduce errors, and save time. Lean operations not only increase profitability but also make your business more attractive to potential buyers.
  • Focus on Quality and Innovation: In any industry, quality and innovation are key differentiators. Consistently delivering high-quality products and services fosters customer loyalty and enhances brand reputation. Simultaneously, staying ahead of industry trends and being open to innovation can set you apart from competitors. Investing in research and development might seem daunting, but it is often essential for long-term sustainability.
  • Build a Strong Team: Your employees are your most valuable asset. Investing in their professional development can bring immense returns. A motivated, skilled team is more efficient, innovative, and capable of driving your business forward. Additionally, a strong leadership team reassures investors and partners of your business's stability and growth potential.
  • Cultivate a Strong Brand: A strong, recognizable brand can significantly increase the value of your business. Effective branding goes beyond just logos and taglines; it encompasses the customer's entire experience with your company. Build a brand that stands for reliability, quality, and customer commitment. Strong branding makes your business a preferred choice for customers and a valuable asset in the eyes of potential buyers.

When you need to know what a business is worth, certified matters.

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