About this Report

Typical Uses
Start-ups
Capital Raises
What's Included
Valuation summary
Income Approach
Owner's interview
Sales & SDE multiples
Adherence to NACVA Standards
Sales, SDE, & EBITDA Multiples
Adherence to USPAP Standards
List of Comparable Transactions
Business nature & history summary
Owner's compensation analysis
Economy & Industry Overview
Discount Rate Calculation & Explanation
Financial statement analysis
SIC / NAICS code validation
Industry benchmarking
State tax verification
Valuation Overview
Prepared by certified appraiser
Asset Approach
Report review with certified appraiser
100+ page report (pdf)
Fast turnaround (6 weeks or less)

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 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 Trailing12-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

You can choose to pay via credit card or US bank account via our partnership with Stripe.

You can also pay at your own pace via our partnership with Affirm. 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.

For Canadian businesses, you can pay with pre-authorized debit in Canada. Be sure to select this option prior to check-out.

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.