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Join the Valuation Partner Program for
Advisors

Two people discussing something over coffeeA business valuation report
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Expand your offerings and accelerate growth.

Custom branded reports

Choose reports customized to your brand.

Choose your markup

You decide how much you want to earn on every report.

Volume discounts

Get up to 50% off on valuation reports.

Order online

Pay at your own pace for the report you need. No subscriptions required.

BizWorth’s Valuation Partner Program is free for qualifying advisors.

For qualifying advisors, BizWorth prepares valuation reports for your clients under your brand at volume discounts to help grow your business.

Free program includes volume discounts on reports, an account manager for you and your team, dedicated appraisal team to answer questions and offer advice, secure data collection portal for your clients, and premium valuation collateral. (Reports sold separately).

Provide your clients a full suite of custom-branded valuation and due diligence reports prepared by our in-house, NACVA certified appraisers. No more ballpark estimates that could cost you your reputation if it doesn’t hold up to review and scrutiny.

Choose 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).

Base advice to your clients on transparent reports that show you the data, calculations, comps and approaches used to prepare your valuation – so you know it’s accurate.

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A mobile device showing BizWorth's checkout screenA mobile device showing BizWorth's dashboard

Easy to order reports and upload information

Order your reports in just a couple of clicks; no sales calls, subscriptions or long-term commitments.

Pay at your own pace. You can choose the payment schedule that works for you and you won’t be charged late fees or penalties of any kind, ever. Select affirm at checkout.

Rest easy knowing your reports are in the hands of a team of certified business appraisers who are employees of the company (no contractors or 3rd parties).

BizWorth’s guided intake forms help your clients collect business and financial information - full service support is available.

All client communications are conducted inside the portal. Any meetings or direct communications, such as owner’s interviews for certified appraisals, are coordinated through you.

What We Offer

Get the reports you need

Certified Valuations

Business Valuations

Get an unbiased, highly-reliable business valuation to preserve your most valued asset - your business.

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Pitchbooks / CIMs

Pitch books / CIMs

Send professional–grade marketing collateral to maximize interest in your business for sale.

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Quality of Earnings

Quality of Earnings

Support the due diligence phase with a fast, affordable way to validate the past financial performance of a business.

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Field Audits

Order an expert field audit to physically examine an organization's accounts receivables, inventory and assets.

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Equipment Appraisals

Get an unbiased, certified appraisal of the operational machinery and equipment assets of a business.

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Advisors we serve

Proudly serving advisors who serve others

Intermediaries

Business Brokers, M&A Advisors, Wealth & Financial Advisors

Accounting Professionals

Accountants, Bookkeepers, Auditors & Forensic Accountants

Business Consultants

Exit Planning Advisors, Leadership Coaches, Compensation Consultants

Legal Professionals

Family, Business, Estate Planning, and Bankruptcy Attorneys

Getting started is easy

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

You will receive an email invitation to create your account in the Data Collection Portal.

From the Data Collection Portal, complete the short intake form then upload financial documents. If you have any questions, our team is here to help

Once we receive your information, your appraiser will be in contact with you if we need to confirm any information.

Securely download your report directly from the Data Collection Portal.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

Select “Get Started”. Provide a few details about the company in need of the report. Select your report type, customize options, then complete payment.

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.

Working with BizWorth for out first business valuation was so incredibly easy and helpful. We were worried we wouldn’t get all of the value we saw in our bakery in the sale, but their expertise and report gave us a lot of confidence.
Carolyn T. Owner - Family Owned & Operated Bakery
Working with BizWorth for out first business valuation was so incredibly easy and helpful. We were worried we wouldn’t get all of the value we saw in our bakery in the sale, but their expertise and report gave us a lot of confidence.
Carolyn T. Owner - Family Owned & Operated Bakery
Working with BizWorth for out first business valuation was so incredibly easy and helpful. We were worried we wouldn’t get all of the value we saw in our bakery in the sale, but their expertise and report gave us a lot of confidence.
Carolyn T. Owner - Family Owned & Operated Bakery
Working with BizWorth for out first business valuation was so incredibly easy and helpful. We were worried we wouldn’t get all of the value we saw in our bakery in the sale, but their expertise and report gave us a lot of confidence.
Carolyn T. Owner - Family Owned & Operated Bakery
Very easy and thorough
We love BizWorth!
Very easy and thorough
Very easy and thorough
No one does it better. Trust me I looked.
We love BizWorth!
No one does it better. Trust me I looked.
Very easy and thorough
Very easy and thorough

When you need to know what a business is worth, certified matters.

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