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Essentials Valuation Report For Lenders
One of the most frustrating parts of the loan process is waiting on a business valuation to be completed, which can cause delays. At BizWorth, we know how crucial timing is for lenders, which is why we offer guaranteed, on-time delivery. Unlike other firms that may use junior analysts, our valuations are prepared exclusively by NACVA Certified Appraisers, ensuring top-level expertise and accuracy.
We don’t just deliver a report—you’ll also receive a personalized video summary of the valuation, with the option for same-day consultations to walk you through the findings and answer any questions. For loans under $250,000, our 18+ page informational report provides the detailed analysis needed to establish an accurate market value of a business. While it doesn’t meet SBA third-party valuation requirements, it offers all the insights necessary for internal decision-making.
The report includes hand-picked business comparables, expert-selected adjustments, industry benchmarking analysis, and data collection support, ensuring clarity in the process. With three expert-selected valuation methods and a guaranteed 5-day turnaround, BizWorth helps lenders move forward with confidence and keep the loan process on track.
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).
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.
