Deliver better reports.
Empower your clients to make better decisions, faster by delivering a custom-branded, high quality valuation service.
1 month for $1
Set-up your account online to get started
Set-up your account with BizWorth in just a few easy clicks. Your monthly subscription fee provides you access to our in-house appraisers, data collection portal, marketing collateral and discounts on our full suite of valuation reports that can be delivered under your brand (or ours). When you order 6 or more reports annually, the subscription fee is waived.
1 month for $1
Identify which reports you want to provide to your clients
1 month for $1
Customize everything under your brand (or ours)
Add your own logo and choose your own brand colors that you want on your customer portal and reports.
All email communications from BizWorth are delivered to your clients via your branded data collection portal with the sender identified under your business name. For client consultations, we represent your team and you can either introduce us as a member of your valuation team or affiliated valuation expert.
Promote your valuation services to your clients
Start getting the word out with BizWorth’s premium marketing collateral. Standard marketing kit includes:
Choose how much you want to earn on your reports
You choose in advance how much you want to earn on each report we prepare for you (we’ll even provide you with suggested pricing so you have a good idea what to charge).
1 month for $1
Receive requests for quotes from your clients
When you embed BizWorth’s data collection portal on your website, you can instantly start receiving requests for quotes for your valuation reports and collecting data from your clients. Your BizWorth Appraiser will review the requests you receive and send you a customized quote for the report, depending on report type.
Collect payment from your customers
1 month for $1
Securely gather information needed to prepare your reports
Your data collection portal enables your clients to quickly and securely upload company information and files so we can start your valuation. The portal can be delivered under your brand (or ours) and easily embedded on your website or delivered via direct link.
If your client has questions, we’ll respond inside the portal to ensure the messages come from your account.
Relax while our team prepares reports for your clients
Your reports will be prepared by a team of certified business appraisers who are employees of the company (no contractors or 3rd parties). All reports are uploaded to your secure, branded portal.
1 month for $1
Monitor the progress of your reports we’re preparing for you
Certified Summary Valuation Report
Summary reports can be easily read to quickly understand the valuation of the company. Ideal for acquisitions, divestitures, IRS submissions, partner disputes and bank loan reports when substantiating information is needed to be presented to third parties.
Certified Detailed Valuation Report
Detailed reports provide the highest level of in-depth written analysis of the nature & history of company, industry & economy, financials and conclusion of value. Ideal for complicated businesses, court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
The Valuation Partner Program subscription is $39 per month which covers the cost of report branding, customer portal, on-call access to a BizWorth certified appraiser to answer you or your clients questions and marketing collateral including sample reports, our team bios and valuation content for your website – everything you need to promote your valuation services. Reports are sold separately. If you order 6 or more reports, we immediately waive your monthly cost. Your entire office can also participate at no additional cost.
When you need to grow your in-house valuation capabilities without hiring your own team, providing credible, certified valuation reports to your clients has never been easier. BizWorth serves as your in-house valuation team delivering a complete valuation service under your brand (or ours).
When you sign up as a partner, you receive:
- Deeply discounted reports delivered at preferred partner prices designed to generate a healthy profit
- Sample Certified Summary Report to demonstrate your ability in providing certified appraisals to your clients
- Easy-to-use customer portal branded with your logo and color scheme (or ours) for your clients to securely and quickly upload information and download their reports
- Your clients can access the portal from a link to an external webpage or you can easily embed the portal directly on your website so your clients never have to leave your site
- Dedicated valuation appraiser who’s on-call to answer you and your clients’ questions as a member of your team
- Marketing collateral to promote your valuation service which includes a sample report, bio and headshot of your valuation expert, and informative website content
*IMPORTANT: Because valuation reports are customized to the unique needs of each business, reports are sold separately and are not included with a membership plan.
When you join BizWorth’s Valuation Partner Program, you can switch back and forth between reports developed under your brand or ours at any time. There’s no additional cost.
For example, if you wanted to send your client a quick, low-cost Broker’s Opinion of Value report under your brand, then switch to a Certified Valuation Report under BizWorth’s brand, then switch back to a Pitch Book under your brand, we can prepare all of these reports for you under both brands at no additional cost.
The Valuation Partner Program is $79 per month which covers the cost of report branding, customer portal, on-call access to a BizWorth certified appraiser to answer you or your clients questions and marketing collateral including sample reports, our team bios and valuation content for your website – everything you need to promote your valuation services. Reports are sold separately. If you order 6 or more reports, we immediately waive your monthly cost. Your entire office can also participate at no additional cost.
All email communications from your BizWorth valuation team are delivered to your clients via your portal with the sender identified under your business name. For client consultations, we can show up as a member of your team or valuation affiliate.
No. Because valuation reports are customized to the unique needs of every business, all reports are sold separately.
Your monthly membership plan covers the cost of setting up and maintaining your valuation service with BizWorth including:
- Report branding
- Secure customer portal
- Free consultations with BizWorth’s certified appraisers
- Online payment gateway
- Reports covered by E&O insurance
- Faster report delivery
- Report progress tracking
- Sample Reports
- Marketing collateral
Yes. Even though you get a lot out of BizWorth’s Valuation Partner Program, we know you’d prefer to pay less (or not at all) for your monthly subscription.
Order 6 Reports, Pay Nothing: When you order six or more reports of any type (Valuation, Pitch Book or QoE) within your annual subscription period, you’ll get the next 12 months for free. That means you’ll receive discounted reports, a dedicated appraiser, website content and customer portal access all delivered under your brand (or ours) at no cost for an entire year! Discount is effective immediately.
Below are the cost of the reports and mark-up you can expect to generate. All prices are typical and dependent on a variety of factors. As a BizWorth partner, you can set your own prices to achieve the mark-up that’s right for your business. Reports are sold separately from the Valuation Partner Program subscription.
Essentials Informational / Broker Opinion of Value
- Partner Price: $750
- Suggested Re-sell: $950 and up.
- Your Commission: $200 and up.
Standard Informational / Broker Opinion of Value
- Partner Price: $1,500
- Suggested Re-sell: $2,900 and up.
- Your Commission: $1,400 and up.
Certified Summary Valuation
- Partner Price: starts at $4,200
- Suggested Re-sell: starts at $4,900
- Your Commission: $700 and up.
Certified Detailed Valuation
- Partner Price: starts at $7,900
- Suggested Re-sell: starts at $8,900
- Your Commission: $1,000 and up.
Pitch Book & Teaser
- Partner Price: $1,200
- Suggested Re-sell: $1,500
- Your Commission: $300 and up.
Quality of Earnings
- Partner Price: $11,900
- Suggested Re-sell: $12,900
- Your Commission: $1,000
BizWorth’s reports are custom prepared by in-house, certified appraisers rather than automated software so that we arrive at the most accurate conclusion of value for the business. While our reports are typically less expensive than most certified appraisals, they sometimes cost more than cheap, automated reports you can find online.
Here’s how we look at it…
It’s your time, money and reputation on the line. That inexpensive online valuation report may look sleek and polished, but is it certified? Is it reliable? When an automated business valuation can leave you vulnerable to risk and end up costing you everything – is the mystery worth the liability?
Sure, you might save a few dollars up front, but the repercussions of an automated valuation can be devastating. There are hidden costs that have monumental, lasting implications. Like failing your bank’s upcoming SBA audit or losing your client’s legal dispute. In an effort to expedite the delivery of your lightweight report, automated valuations almost always miss key details that may cause you to lose money on the sale of your client’s business.
Are you willing to gamble your time, money, credibility and confidence on a valuation company that disregards professional standards? Or are you ready to position yourself as a top producer by partnering with a valuation firm that believes you and your clients deserve a personalized and accurate valuation?
Typically, you do but it’s always your choice with every valuation report we deliver for you. When you invoice the client, you can set your own prices, add your own mark-up and have your reports delivered under your brand.
However, if you want your reports delivered under the BizWorth brand, BizWorth can invoice the client directly and pay you a fixed commission:
- Informational Valuation Report: $800
- Certified Summary Report: $700
- Certified Detailed Report: $1,000
- Pitchbook/Teaser: $500
- Quality of Earnings Report: $1,000
To maintain professional independence by BizWorth’s Certified Valuation Analyst, payment must be paid in full prior to commencement of work on the valuation report.
We accept all major credit cards (3.4% Stripe required processing fee), ACH and check.
We serve as an extension of your team. Your dedicated Certified Valuation Analyst will be available to answer questions you or your clients might have about the valuation process. Under your direction, we can also contact your clients on your behalf to guide them through the valuation process and help them upload the required information. In addition, we also provide a Portal Administrator to help guide you and your clients through the information gathering phase of the valuation. For additional support, we also provide you with access to our onboarding videos to help you take full advantage of the valuation services we offer that are included in the plan.
Don’t Just Take Our Word For It…Take Theirs!
We’re Here to Make Life Easier, One Valuation at a Time
We’ve developed a straightforward, yet thorough approach that honors your time, budget and unique needs without compromising professional standards. Because when your business worth and professional reputation are on the line – so are ours.