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What BizWorth Does for You
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Business Valuation Reports
Custom designed for top producers
Certified Summary Valuation
Certified Detailed Valuation
Informational Valuation Report
Often referred to as Broker Opinion of Value (BoV) reports, Informational Valuation Reports are designed to support buying and selling businesses as well as business strategy and exit planning. These reports are less time-intensive to produce and more affordable. They provide valuable insight to establish a market price and are ideal for individuals who do not require a certified valuation. All reports are prepared by financial analysts both employed and trained by BizWorth.
Essentials Report: 20+ pages; includes valuation summary based on market and asset approaches. Market approach includes sales and SDE multiples. Ideal for businesses with less than $2M in revenue and no real estate included in the sale. Sample report >
Standard Report: 35+ pages; includes everything in the Essentials Report plus EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, financials and industry benchmarking ratios. Partner (you) or client collects required data and completes financials spreadsheet in the BizWorth portal. Ideal for businesses with more than $2M in revenue and/or real estate included in the sale. Sample report >
White-Glove Report: 35+ pages; includes everything in Standard Report plus BizWorth takes care of everything including collecting and uploading required data and financials to BizWorth’s portal. Also includes assurance services such as SIC/NAICS code validation, owner’s compensation analysis, state tax verification and financials confidence check. Ideal for brokers with limited time to collect and review required information from the client. Sample report >
Certified Summary Valuation Report
Certified Detailed Valuation Report
Certified Detailed Valuation Reports are ideal for start-ups, capital raises, complicated businesses, contentious court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected. The in-depth report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. It includes more detail than the summary level report and is typically 100 or more pages in length.
Detailed reports provide the highest level of in-depth written analysis of the nature & history of company, industry & economy, financials and conclusion of value.
Due Diligence Reports
Pitch Book / CIM
Pitch Book (also referred to as a Confidential Information Memorandum or CIM) is a marketing and sales document that details the main attributes of a business for sale. It includes key information such as asking price, company history, products and services, investment highlights, new owner training, industry & market analysis, key employees and financials. Includes a 20+ page in-depth document plus a short, 1-3 page teaser. Ideal for accelerating time-to-close and maximizing purchase price.
Quality of Earnings
A Quality of Earnings (QoE) Lite report provides a faster, more affordable way to validate the past performance of a business to support the due diligence phase of an acquisition. Ideal for businesses with greater than $5M in revenue, a QoE includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs. QoEs accelerate the transaction process by instilling confidence in the quality of the target company’s financial information.
1 month for $1
Don’t Just Take Our Word For It…Take Theirs!
At BizWorth, we believe it’s your right to work with a valuation company that’s upfront, honest and transparent. We pledge…
- to make life easier, one valuation at a time;
- to honor your brand and uphold the highest professional standards in business valuation;
- to help save you time and reduce the risk of preparing valuation reports yourself;
- to help you increase revenue and offer a value-added services to your clients;
- to provide you our A-team of trusted advisors you can rely on to protect your reputation;
- to help promote your brand as a one-stop-shop for value-added services.