Certified Business Valuation Summary Report
A Certified Business Valuation Summary Report is your safeguard when accuracy and credibility are essential. Whether you're navigating complex business acquisitions, IRS submissions, partner disputes, or bank loan applications, this 65+ page report, prepared by a NACVA Certified Appraiser, ensures your business valuation stands up to scrutiny. It includes comprehensive analysis, adherence to professional standards like NACVA and USPAP, and is designed for easy understanding by non-financial professionals. With full-service data gathering and a turnaround time of just four weeks (rush options available), this report provides the substantiated, reliable insights you need to protect your business and livelihood.
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:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Payment Options
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.
