Experts in FinancialDue Diligence
Secure your investment with in-depth insights to empower informed decision-making.
Experts in maximizing deal confidence
Identify potential risks and red flags within a business's financial records.
Negotiate with Success
Make informed decisions regarding deal terms and adjustments to purchase price.
Reassure stakeholders that the financial information provided is reliable.
In-Depth Earnings Analysis
Partnering with BizWorth offers business owners a focused examination of the quality of earnings. Through meticulous analysis, BizWorth uncovers the sustainability and reliability of a company's earnings, providing owners with a clear understanding of their business's financial performance and helping them assess the true health of their operations.
Field Audit Expertise
BizWorth’s field audits are conducted to verify the accuracy and completeness of recorded receivables, inventory and physical assets. These audits assess the accuracy of reported information by physically inspecting items, confirming their existence, and verifying their condition. The audit aims to prevent misstatements, identify potential shrinkage, and ensure accurate financial reporting.
Enhanced Deal Credibility
Delivering a Confidential Information Memorandum (CIM)reinforces the credibility of a business in the eyes of potential buyers, investors, or lenders. The CIM serves as a comprehensive and professionally crafted document that provides a detailed overview of the business, its operations, financial performance, and growth potential.
Reports We Offer
Pitch books / CIMs
Send professional–grade marketing collateral to maximize interest in your business for sale.
Due Diligence Team
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.
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.
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.
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