Part B - Certified Business Appraisal
As a lender, there’s nothing more frustrating than not receiving a business appraisal on time, causing delays in your lending decisions. At BizWorth, we take deadlines seriously and deliver reports on time—every time—with a guaranteed 10-day or less turnaround. Plus, you’ll never be left wondering who actually prepared your report. With our personalized approach, every Certified Business Appraisal includes a Personalized Video Summary from the NACVA Certified Appraiser who signed it, so you always know your report was handled with the utmost care and attention to detail.
Our appraisals adhere to USPAP/NACVA Standards and provide all the insights you need for reliable underwriting, including Data Collection Support, Hand-Picked Business Comparables, and Expert Selected Adjustments. Whether it’s for SBA loan requirements or standard financing, the report is designed to reflect the most recent financial data, ensuring an accurate reflection of the business’s current performance. With BizWorth, you get more than just a valuation—you get the confidence that your report was prepared by a trusted expert who’s there to support your lending process every step of the way.
About this Report
How to Order
Here's an easy-to-understand explanation of the process to order and provide the information needed to obtain a business valuation report:
Step 1: Click the Green Get Started Button
Initiate the process by clicking "Get Started" and provide essential details about yourself and the company. This includes specifying the reason for the report, number of legal entities, annual sales, and property ownership.
Step 2: Select and Customize Your Report
After entering company details, our system matches your needs with suitable reports. Choose your desired report, customize it if needed, and add it to your cart. Review additional recommendations, enhance your report options, and proceed to checkout. Pay securely with major credit cards, Affirm, or ACH.
Step 3: Provide Additional Information
On the "Information We Need from You" page, submit the required details about the company. Subsequently, you’ll receive an email inviting you to the Data Collection Portal.
Step 4: Accept Invite to Data Collection Portal
Check your email for an invitation from officeadmin@datacollectionportal.com to the secure Data Collection Portal. Accept the invite to create your account.
Step 5: Complete Portal Intake Form
Navigate through the portal, filling out required forms and carefully following instructions. Save your progress if needed. Once finished, click "I've finished" to notify BizWorth that your valuation application is ready to commence. This initiates the appraisal, starting the countdown for delivery within the specified turnaround time. Check your email for updates.
This process is designed to be simple, efficient, and tailored to your business valuation needs.
How to Prepare
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)