Pre-NDA Quick Pitch Report
Are you tired of spending time creating marketing materials that potential buyers don’t even read, only to lose their interest before they sign the NDA? BizWorth’s Pre-NDA Quick Pitch takes that frustration away. This professionally designed, 6-page document, created by our in-house marketing team, gives just enough info to catch a buyer’s attention and move them to the next step—signing the NDA.
The Quick Pitch is a shorter version of a Confidential Information Memorandum (CIM) and includes key details like the asking price, company highlights, growth opportunities, top customers, and adjusted financials—without giving away too much sensitive information. This document is crafted to spark buyer interest and get them to the NDA and CIM stage faster. Plus, it comes with one free revision to make sure everything is right. Save time, avoid losing buyer interest, and keep your deals moving forward.
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 your 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 marketing 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: Business type. Primary Address. Asking Price and Cash Flow. Summary of the business, background and history, financial highlights and growth opportunities.
Marketing Collateral: Company logo. Images available of products, buildings and employees.
Recast Financials: Financials you want shown in the report. Note: 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.
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.
