Typical Pricing: $4,200 - 6,500*

 (rush orders available)

Certified Summary Report

About this report:

Prepared by a NACVA Certified Appraiser from BizWorth, this 65+ page certified report is ideal for more complex business acquisitions and divestitures, IRS submissions, partner disputes and bank loan reports when substantiating information is needed to be presented to third parties. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. Includes Full-Service data gathering support to collect financials and make adjustments. Ready in 4 weeks. Rush orders available.

Benefits of BizWorth's Certified Summary Valuation

  1. Expert Appraisal: The Certified Summary Valuation Report is prepared by a NACVA Certified Appraiser from BizWorth, ensuring that your valuation is conducted by a highly qualified and experienced professional in accordance with industry standards and best practices.
  2. Comprehensive Analysis: This 65+ page certified report is ideal for complex business acquisitions, divestitures, IRS submissions, partner disputes, and bank loan reports where substantiating information is crucial for third-party presentations. It includes a thorough valuation summary, income approach, market approach, adherence to NACVA and USPAP standards, list of comparable transactions, owner's compensation analysis, economy and industry overview, discount rate calculation, financial analysis, SIC / NAICS code validation, industry benchmarking, state tax verification, and more, providing a comprehensive overview of your business's value.
  3. Easy to Understand: The Certified Summary Valuation Report is designed to be easily read and understood by non-financial professionals who need to quickly grasp the valuation of the company. This ensures that stakeholders can make informed decisions based on the valuation insights presented in the report.
  4. Full-Service Data Gathering Support: Benefit from full-service data gathering support, including an owner's interview, financial data collection, and adjustments. This comprehensive approach streamlines the valuation process and ensures accuracy and completeness in the information used for the valuation.
  5. Timely Delivery: With a turnaround time of 4 weeks for the Certified Summary Valuation Report, you can rely on timely delivery of your valuation results. Additionally, rush orders are available for urgent valuation needs, providing flexibility and responsiveness to your business requirements.

What's Included:
Valuation summary
Income Approach
Owner's interview
Market approach
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 analysis
SIC / NAICS code validation
Industry benchmarking
State tax verification
Valuation Overview
Prepared by certified appraiser
Asset Approach
Report review with certified appraiser
More about this report
Key features:
Available Options at Checkout
  • Financial Transcription: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.
  • Discounted Updates: Get deep discounts on report updates to ensure your report stays current over time. Select the number of updates and how and how often you want them. IMPORTANT: Price of discounted update is a one-time offer due at check-out. Non-refundable.
  • Expedited Delivery: Need your report faster than standard turnaround time? We offer 1, 2 and 3 week guaranteed delivery.
  • Prepaid Retainer: Typically selected for litigation cases, a prepaid retainer authorizes the appraiser to provide litigation support services in legal matters when the appraiser may not be able to accurately determine in advance what the cost of the appraisal and litigation support may be. At the conclusion of assignment, any balance will be applied to the final invoice.
  • Rights to Named Expert: Typically selected for litigation cases, this option grants rights to the client to identify a BizWorth valuation professional as a named expert in court documents.

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