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Prepared by Certified Appraisers

BizWorth's in-house team of appraisers are certified by the National Association of Certified Valuators and Analysts (NACVA) – the most recognized and esteemed organization in the valuation industry.

Informational
Reports

Informational Valuation Reports are less time-intensive to produce and more affordable. They provide valuable insight to establish a market price for buying or selling a business. These reports are best suited for individuals who do not require a certified valuation and are more comfortable with an abbreviated report. All reports are prepared by financial analysts of BizWorth’s valuation team.

Typical Pricing: $500- $1,500*

Essentials Report

20+ pages; ideal for buying or selling a business. This report provides a quick and affordable way to establish a market price. Includes valuation summary based on market and asset approaches. Market approach includes sales and SDE multiples. Available for small businesses with less than $2M in annual revenue.

Typical Pricing: $1,200 - 3,500*

Standard Report

35+ pages; this report provides an in-depth analysis with a quick turnaround to support an annual business appraisal or buying / selling a business. 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.

Certified Reports

Certified valuation reports are prepared
by certified appraisers who adhere to the high standards set by the National Association of Certified Valuators and Analysts (NACVA) – the
most recognized and accredited organization in the valuation industry.

Typical Pricing: $4,200 - 6,500*

Certified Summary Report

65+ pages, provides a condensed version of the information provided in a Certified Detailed Valuation Report. Ideal for more complex business acquisitions and divestitures, IRS submissions, partner disputes and bank loan reports – especially when substantiating information will be presented to third parties. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company.

Typical Pricing: $29,500 – 36,500*

Certified Detailed Report

100+ pages, helps the intended reader understand the data, reasoning, and analyses underlying the certified appraiser’s conclusion of value. Provides the highest level of in-depth written analysis of the nature & history of the company, industry & economy, financials and conclusion of value. Ideal for start-ups, capital raises, and litigation cases – especially when more in-depth scrutiny over the value is expected.

Due Diligence Reports

Due diligence is a vital step when buying or selling a business. A thorough review of the company’s financial records, legal issues and market positioning is important to ensuring you don’t stumble into a costly post-transaction surprise. Due diligence can also help you confirm your perception of the company’s value to your business, arrive at an appropriate offer price and structure a favorable transaction.

Typical Pricing: $19,899 - $33,500

Certified Quality of Earnings Report

Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a fast, affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition.

Typical Pricing: $1,200 - $2,000*

Pitch Book / CIM

Prepared in-house by BizWorth’s Marketing Team, a Confidential Information Memorandum (CIM) is a 20+ page marketing and sales document that details the main attributes of a business for sale. Ideal for business owners, brokers & advisors who want to send professional–grade marketing collateral to potential buyers about a business for sale. Includes (1) complimentary revision.

Typical Pricing: $399 - 699*

Quick Pitch

Prepared in-house by BizWorth’s Marketing Team, a Quick Pitch is a 6-page, condensed version of a Confidential Information Memorandum that provides the essential information about a business for sale without divulging too much sensitive information. It includes the asking price, company highlights, growth opportunities, top customers, and adjusted financials. Includes (1) complimentary revision.

Typical Pricing: $4,950 - 5,950*

Field Audit

Includes on-site examination, thorough data collection, and expert analysis for highly accurate machinery and equipment appraisals. Ideal for asset-backed loans, insurance, and legaldisputes.

SBA Compliant Reports

Lenders can be confident that they are obtaining a thorough and unbiased analysis of the business’s value, in accordance with the guidelines set out by the Small Business Administration (SBA) in SOP 50 10 6.

Typical Pricing: $2,500 – 6,500*

SBA Compliant Report

Prepared by a NACVA Certified Appraiser, this certified valuation report is an independent, restricted use, SBA Compliant Report specifically designed to meet SBA SOP 50 10 6 standards where the amount being financed (including any 7(a), 504, seller, or other financing) minus the appraised value of real estate and/or equipment is greater than $250,000 or if there is a close relationship between the buyer and seller.

Typical Pricing: $700 - 1,500*

Essentials Report

Prepared by a BizWorth Valuation Analyst, this 35+ page informational report includes analysis to more accurately establish a market value of a business to meet internal decision requirements of the lender for loans less than $250,000. Includes comparable transactions and industry benchmarking analysis, but does not meet the SBA requirement for 3rd party business valuations (see SBA Compliant Certified Business Valuation Report).

Machinery & Equipment Appraisals

Typical Pricing: $1,500 - 1,900*

Desktop Appraisal

No on-site visit. We rely on available documentation and photographs provided by you or other reliable sources. Cost-effective but may have limitations due to lack of physical inspection.

Typical Pricing: $3,500 – 4,000*

Comprehensive Appraisal

Includes on-site examination, thorough data collection, and expert analysis for highly accurate machinery and equipment appraisals. Ideal for asset-backed loans, insurance, and legaldisputes.

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.

I need to feel confident that I can take my report to a bank, investor, attorney - whomever I want - and that what’s in the report is accurate. I like that your reports are certified, easy to read and easy to understand.
Victor A., Business Owner
The information and guidance really helped us put things in perspective and taught exactly what we needed to do in selling our small online business.
Leila M., Business Owner
Working with BizWorth for our first business valuation was so incredibly easy and helpful. We were worried we wouldn’t get all of the value we saw in our business in the sale, but their expertise and report gave us a lot of confidence.
Carolyn T. Business Owner
Highly recommended.
Provide amazing value
Very talented team.
Definitely reach out.
Honest, hardworking, extremely competent.
Well worth the investment.
Give you real numbers to negotiate with.
Extremely organized.
Super-smart people helping companies succeed.

Frequently asked questions

What forms of payment do you accept?

We accept all major credit cards, ACH and check. BizWorth has also partnered with Affirm so you can pay at your own pace. Choose 3, 6, or 12 monthly payments. For example, a $700 report might cost $63.18/mo over 12 months at 15% APR. Select Affirm at checkout, then enter a few pieces of info for a real-time decision.

How can I pay at my own pace?

BizWorth has partnered with Affirm so you can pay at your own pace. Choose 3, 6, or 12 monthly payments. For example, a $700 report might cost $63.18/mo over 12 months at 15% APR. Select Affirm at checkout, then enter a few pieces of info for a real-time decision.

When can I expect my report (turnaround time)?

BizWorth will start the turnaround time when the report balance has been paid and all required information has been submitted via the Data Collection Portal.

What information do I need to provide for an Essentials or Standard report?

When you’re ready to get started, we’ll provide an easy-to-follow webform and
a financials spreadsheet for you to complete. Here’s what data we’ll collect
from you to complete the Essentials Report:

Business Details:
· Contact Info (name, title, address, email)
· Legal business name
· DBA, if applicable
· NAICS Industry Code
· Company website
· Type of legal entity

Transaction History:
· Has the business been previously appraised? If yes, provide the details.
· Has the business received any written or oral offers in the last five years? If yes, provide the details.
· Have there been any transactions involving interests in the company in the last five years? If yes, provide the details.

Financial Information:
· Revenue and expenses for the trailing 12 months as well as the last three (3) fiscal years
· Value of adjustments and add backs to the P&L statement
· Assets and liabilities for the trailing 12 months as well as the last three (3) fiscal years
· Value of adjustments to the balance sheet

If you have any questions, we’re here to help. Contact us at: 1-877-733-8123

What forms of payment do you accept?

We accept all major credit cards, ACH and check. BizWorth has also partnered with Affirm so you can pay at your own pace. Choose 3, 6, or 12 monthly payments. For example, a $700 report might cost $63.18/mo over 12 months at 15%APR. Select Affirm at checkout, then enter a few pieces of info for a real-time decision.

How can I pay at my own pace?

BizWorth has partnered with Affirm so you can pay at your own pace. Choose 3, 6, or 12 monthly payments. For example, a $700 report might cost $63.18/mo over 12 months at 15% APR. Select Affirm at checkout, then enter a few pieces of info for a real-time decision.

When can I expect my report (turnaround time)?

BizWorth will start the turnaround time when the report balance has been paid and all required information has been submitted via the Data Collection Portal.

What forms of payment do you accept?

We accept all major credit cards, ACH and check. BizWorth has also partnered with Affirm so you can pay at your own pace. Choose 3, 6, or 12 monthly payments. For example, a $700 report might cost $63.18/mo over 12 months at 15%APR. Select Affirm at checkout, then enter a few pieces of info for a real-time decision.

How can I pay at my own pace?

BizWorth has partnered with Affirm so you can pay at your own pace. Choose 3, 6, or 12 monthly payments. For example, a $700 report might cost $63.18/mo over 12 months at 15% APR. Select Affirm at checkout, then enter a few pieces of info for a real-time decision.

When can I expect my report (turnaround time)?

BizWorth will start the turnaround time when the report balance has been paid and all required information has been submitted via the Data Collection Portal.

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