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About Us

What We Do

We help business owners and professionals across industries value ownership interests. From business acquisitions and divestitures to partner buyouts and litigation, we provide certified valuation reports that deliver the insight and credibility needed to facilitate deal making and successful resolutions. Our certified appraisals are conducted by certified valuators who adhere to the high standards set forth by well-recognized, accredited organizations.

Our Mission

Our mission is to make it easy and affordable for business owners and their advisors to obtain certified valuation reports online.

Our Vision

Our vision is to be the most trusted and recognizable provider of business valuations for closely held businesses.

Our Story

Getting to the heart of a business’ financial value is what BizWorth does incredibly well. We’ve been doing valuations for years, and we recognized early on that there was a need for a better way to provide business valuations.

You deserve to work with a company that’s upfront and transparent about everything – the process, the time, and the contents and benefits of a business valuation from certified valuation professionals who adhere to professional standards. We stand behind our process and our people. We’ve developed an approach that is easy to use and efficient with your time. We’ve developed reports with substantive information that’s easy to read and not overly technical, adhere to professional standards and presented in a professional way that builds upon your existing credibility.

Our Core Values

Dan Darby, Director of Pitch Books and CIMs at BizWorth
Shelia Darby, Managing Director of BizWorth

We are passionate about delivering remarkable service.

  • We deliver reliable, insightful, easy-to-read and understand reports.

  • We are efficient in our work and deliver the highest quality reports on-time and under budget.

  • We are clear and honest, yet empathetic in our communication style.

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Two people in a meeting

We conduct ourselves with integrity and objectivity.

  • We are upfront and transparent about everything – the process, the time, the cost and the contents and benefits of a business valuation.

  • We remain unbiased and straightforward.  

  • We present the facts as we know them.

A lady working in her office
Jon Donnel, Managing Director of Advisory at BizWorth

We exercise professional care in the performance of our services.

  • We provide meaningful research and obtain adequate documentation for engagements.

  • We uphold the ethical standards of our profession.

  • We communicate with a proper balance between confidence and humility.

Two people in a meeting
Renee Schreier, Director of Operations at BizWorth

We approach our work, colleagues, and clients with positive action.

  • We lean into issues and challenges with courage and confidence.

  • We find inspiration in the success of others.

  • We accept criticism and persevere in the face of failure.

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Two people in a meeting

We are committed to proactive learning.

  • We value inquisitive and bright professionals.

  • We desire to learn and put in the effort required to build new skills.

  • We proactively research industry reports, financial benchmarking, transactional databases and professional valuation standards.

Management Team

Thought leaders in business valuation

Shelia Darby, Managing Director of BizWorth

Shelia Darby

Managing Director, BizWorth

Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and a Certified Machinery and Equipment Appraiser (CMEA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.

Jon Donnel, Managing Director of Advisory at BizWorth

Jon Donnel

Managing Director, Valuation Advisory

Leads the Valuation Advisory Practice focused on complex valuations, loss profit calculations, partner buy-outs and disputes. Jon has held senior-level director positions for Fortune 50 companies and investment banks. He is a Certified Valuation Analyst (CVA) and holds a bachelor’s degree in economics and an MBA from Rice University.

Robert Brand

Director, Business Valuation

Leads BizWorth’s informational and certified business valuation practice. Robert is an officer of NACVA's Houston State Chapter and serves as the treasurer of Houston's Texas Association of Business Brokers. He is a Certified Valuation Analyst (CVA). Robert is a former Combat Engineer serving in Iraq for the U.S. Army and holds a bachelor's degree in finance from University of Houston.

Renee Schreier

Director of Operations

Manages BizWorth's operations and strategic planning initiatives, report production and customer applications. Renee serves as the secretary of Houston's Texas Association of Business Brokers and was a former operations administrator with Accenture. She holds a bachelor’s degree from Texas Lutheran University.

Joseph (Joey) Wilson

Senior Market Analyst

Leads BizWorth's industry and market research initiatives. Joey was a former production analyst with Scotiabank. He holds a BBA and Master of Finance degrees from the University of Oklahoma.

Dan Darby

Director of Pitch Books & CIMs

Leads Pitch Book and CIM report production. Former management consultant with several Big 5 and Fortune 50 companies. Holds a bachelor’s degree in Business Administration from Baylor University and a Master of Science in Organizational Leadership from Northwestern University.

Shelia Darby
Managing Director, BizWorth
Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and a Certified Machinery and Equipment Appraiser (CMEA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.
Jon Donnel
Managing Director, Valuation Advisory
Leads the Valuation Advisory Practice focused on complex valuations, loss profit calculations, partner buy-outs and disputes. Jon has held senior-level director positions for Fortune 50 companies and investment banks. He is a Certified Valuation Analyst (CVA) and holds a bachelor’s degree in economics and an MBA from Rice University.
Shelia Darby
Managing Director, BizWorth

Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and a Certified Machinery and Equipment Appraiser (CMEA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.

Jon Donnel
Managing Director, Valuation Advisory

Leads the Valuation Advisory Practice focused on complex valuations, loss profit calculations, partner buy-outs and disputes. Jon has held senior-level director positions for Fortune 50 companies and investment banks. He is a Certified Valuation Analyst (CVA) and holds a bachelor’s degree in economics and an MBA from Rice University.

Robert Brand
Director, Business Valuation

Leads BizWorth’s informational and certified business valuation practice. Robert is an officer of NACVA's Houston State Chapter and serves as the treasurer of Houston's Texas Association of Business Brokers. He is a Certified Valuation Analyst (CVA). Robert is a former Combat Engineer serving in Iraq for the U.S. Army and holds a bachelor's degree in finance from University of Houston.

Renee Schreier
Director of Operations

Manages BizWorth's operations and strategic planning initiatives, report production and customer applications. Renee serves as the secretary of Houston's Texas Association of Business Brokers and was a former operations administrator with Accenture. She holds a bachelor’s degree from Texas Lutheran University.

Joseph (Joey) Wilson
Senior Market Analyst

Leads BizWorth's industry and market research initiatives. Joey was a former production analyst with Scotiabank. He is a NACVA Certified Valuation Analyst (CVA) holds a BBA and Master of Finance degrees from the University of Oklahoma.

Dan Darby
Director of Pitch Books & CIMs

Leads Pitch Book and CIM report production. Former management consultant with several Big 5 and Fortune 50 companies. Holds a bachelor’s degree in Business Administration from Baylor University and a Master of Science in Organizational Leadership from Northwestern University.

Jack Nielsen
Financial Analyst

Leads financial analysis to support preparation of valuation reports and pitch books. Holds a Bachelor of Science in Economics from Texas A&M University.

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Blog

Resources

Navigating the Waves: Miami's Moving and Shipping Industry as the Pillar of International Trade and Logistics

Dive into Miami's shipping industry, the heartbeat of global trade. Learn why business owners trust BizWorth for strategic valuations, a key to success in this dynamic market.

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Resources

Miami's Economic Landscape: A Chronicle of Business Growth, Industry Trends, and the Role of BizWorth in Business Valuations

Unlock Miami's business evolution! Dive into industry trends and discover why entrepreneurs trust BizWorth for accurate valuations.

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Resources

Boston's Thriving Business Landscape: A Chronicle of Growth, Trends, and Valuation

Uncover the business heartbeat of Boston, from its historic roots to cutting-edge trends. Dive into the city's 40,000+ businesses and learn why BizWorth is the go-to for valuation insights.

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Resources

Boston's Healthcare Renaissance: Navigating the MedTech Wave and Soaring Demand in Medical Practices

Dive into Boston's healthcare revolution, uncovering the dynamic MedTech hub and the surge in demand for specialized medical practices. Discover why business leaders turn to BizWorth for strategic business valuations.

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News & Press Releases

Shelia Darby Named President of NACVA – Houston Chapter

BizWorth is pleased to announce that managing director Shelia Darby, MBA, CVA, MAFF, is the newly appointed President of the National Association of Certified Valuators

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NACVA Names Shelia Darby to its Ethics Oversight Board

The National Association of Certified Valuators and Analysts® (NACVA®), the organization that has trained over 35,000 CPAs and other valuation and consulting professionals in the...

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