SBA Compliant Business Valuation Report
SBA loan delays often come from waiting on a business valuation, frustrating both lenders and borrowers. At BizWorth, we solve this by guaranteeing on-time delivery and having all valuations prepared by NACVA Certified Appraisers—no junior analysts. Our Certified SBA Compliant Business Valuation Report meets SBA SOP 50 10 6 standards and provides the reliable analysis needed for SBA financing.
This 65+ page report follows USPAP and NACVA standards, using hand-picked business comparables, expert-selected adjustments, and data collection support to give an accurate market valuation. It’s perfect for loans over $250,000 or when there’s a close relationship between buyer and seller.
What sets BizWorth apart is our personalized service. Along with the report, you’ll get a personalized video summary of the findings and can schedule same-day consultations to answer any questions. With expert-selected valuation methods and a guaranteed 10-day turnaround, BizWorth helps lenders meet SBA requirements without delays.
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).