About this Report

Typical Uses

Bank Loans

What's Included

Valuation summary

Sales & SDE multiples

Asset-based valuation

Adjusted financials

Market-based valuation

SIC / NAICS code validation

EBITA multiples

Multi-stage growth method

Industry benchmarking

Peer comparable analysis

Owner's compensation analysis

State tax verification

Certified report (NACVA standards)

Prepared by certified appraiser

Detailed explanation of methods

Owner's interview

Business nature & history summary

Economy & industry analysis

Full service support

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

You have the option to pay using a credit card or a U.S. bank account through our secure partnership with Stripe.

Alternatively, you can select our "Invoice Me" option, allowing you to receive the valuation report first and then make the payment within 15 days of the report delivery date.