Preferred Lender Valuation Program

Streamline Your

Business Loan Process

Gain exclusive access to certified valuations and national broker networks for fast-tracked loan approvals.

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Grow Your Business Loan Portfolio with BizWorth

Exclusive Access

Gain exclusive access to our network of over 1,500 brokers and M&A advisors nationwide

Tailored for Lenders

Reports specifically designed to meet SBA lending requirements.

Fast Tracked Deals

Accelerate your path to successful loan approvals with custom loan eligibility analysis.

Exclusive Access to a National Network of Brokers

Exclusive Network Access: Gain privileged access to BizWorth's national network of over 1,500 business brokers and M&A advisors, expanding your reach and enhancing the quality of referrals.

Increased Deal Closures: Address the root causes of deal failures by utilizing BizWorth's innovative two-part PreQual Process, resulting in a higher likelihood of successful business acquisitions and loan closings.

Compliance with SBA Requirements: Ensure seamless alignment with the Small Business Administration (SBA) standards through the Certified Business Appraisal Report (Part B), meeting the highest industry standards.

Informed Decision-Making: Arm yourself with valuable insights, detailed analyses, and up-to-date financial statements and tax returns provided through BizWorth’s secure portal, empowering lenders to make well-informed decisions throughout the financing phase.

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Innovative Two-Part Valuation Process

Two-Part Valuation Process: Experience a streamlined and transparent approach with BizWorth's two-part PreQual Process , providing a PreQualified Valuation Report (Part A) and a Certified Business Appraisal Report (Part B) for comprehensive insights.

Quick Turnaround and Lower Costs: Benefit from a faster turnaround and cost-efficient process compared to traditional valuation methods, enabling quicker and more economical decision-making.

Conditional Loan Approval: Provide a "conditionally approved" status for creditworthy buyers early in the listing phase, boosting the business's credibility and attractiveness to potential buyers while establishing yourself as a preferred lender with the owner and business broker.

Holistic Creditworthiness Assessment: Simplify creditworthiness assessments with a customized loan eligibility section in the PreQualified Valuation Report (Part A), acknowledging diverse lender criteria and enhancing strategic decision-making.

Conservative Adjustments for Lenders: Quickly assess creditworthiness with our conservative adjustments commonly applied by lenders in the loan eligibility range, ensuring a more accurate reflection of the business's financial health.

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Learn about the PreQual Process^TM

Download our exclusive Info Packet now to discover a more transparent and streamlined approach that revolutionizes the way business owners obtain financing for what their business is worth.

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PreQual Guide

Markets we serve

Proudly serving all industries

Consumer

Automotive, Consumer Products, Retail, Transportation, Hospitality & Services

Tech & Media

Technology, Telecommunications, Media & Entertainment

Healthcare & Education

Life Sciences, Healthcare, Education & Care Centers

Resources & Industrials

Industrial Products, Construction, Utilities, Energy & Mining

Management Team

Thought leaders in business valuation

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, 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.