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Standard price: $
3500
200
Report Price: $
Price per additional entity: $
1200
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 35+ page informational report includes additional analysis to more accurately establish a market price for selling a business or supporting internal planning decisions. Ideal for individuals who want a more in-depth report, including comparable transactions and industry benchmarking analysis, but do not require the level of analysis included in a certified report.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
3500
200
Report Price: $
Price per additional entity: $
1500
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 35+ page informational report includes additional analysis to more accurately establish a market price for buying a business or supporting internal planning decisions. Ideal for individuals who want a more in-depth report, including comparable transactions and industry benchmarking analysis, but do not require the level of analysis included in a certified report.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
3500
200
Report Price: $
Price per additional entity: $
1200
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 35+ page informational report includes additional analysis to more accurately establish a market price for selling a business or supporting internal planning decisions. Ideal for individuals who want a more in-depth report, including comparable transactions and industry benchmarking analysis, but do not require the level of analysis included in a certified report. Custom branding and full-service data collection options available.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
3500
200
Report Price: $
Price per additional entity: $
1200
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 35+ page informational report includes additional analysis to more accurately establish a market price for buying a business or supporting internal planning decisions. Ideal for individuals who want a more in-depth report, including comparable transactions and industry benchmarking analysis, but do not require the level of analysis included in a certified report. Custom branding and full-service data collection options available.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
7500
200
Report Price: $
Price per additional entity: $
4200
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for cases involving divorce. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. IMPORTANT: It is highly recommended to select the Personal Goodwill Assessment available for this report when checking out. Over 90% of divorce cases involve personal goodwill. Select the Personal Goodwill Assessment if one or more of the following statements applies to the Company owner: - is significantly involved in day-to-day operations of Company; - has strong professional reputation, deep personal relationships with customers and/or suppliers; - posseses superior technical skills and expertise within the industry that cannot be transfered to the Buyer
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
8500
200
Report Price: $
Price per additional entity: $
5300
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for cases involving divorce. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. IMPORTANT: It is highly recommended to select the Personal Goodwill Assessment available for this report when checking out. Over 90% of divorce cases involve personal goodwill. Select the Personal Goodwill Assessment if one or more of the following statements applies to the Company owner: - is significantly involved in day-to-day operations of Company; - has strong professional reputation, deep personal relationships with customers and/or suppliers; - posseses superior technical skills and expertise within the industry that cannot be transfered to the Buyer
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
10500
200
Report Price: $
Price per additional entity: $
7300
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for cases involving divorce. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. IMPORTANT: It is highly recommended to select the Personal Goodwill Assessment available for this report when checking out. Over 90% of divorce cases involve personal goodwill. Select the Personal Goodwill Assessment if one or more of the following statements applies to the Company owner: - is significantly involved in day-to-day operations of Company; - has strong professional reputation, deep personal relationships with customers and/or suppliers; - posseses superior technical skills and expertise within the industry that cannot be transfered to the Buyer
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
13500
200
Report Price: $
Price per additional entity: $
8900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for cases involving divorce. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. IMPORTANT: It is highly recommended to select the Personal Goodwill Assessment available for this report when checking out. Over 90% of divorce cases involve personal goodwill. Select the Personal Goodwill Assessment if one or more of the following statements applies to the Company owner: - is significantly involved in day-to-day operations of Company; - has strong professional reputation, deep personal relationships with customers and/or suppliers; - posseses superior technical skills and expertise within the industry that cannot be transfered to the Buyer
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
14500
200
Report Price: $
Price per additional entity: $
10900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for cases involving divorce. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. IMPORTANT: It is highly recommended to select the Personal Goodwill Assessment available for this report when checking out. Over 90% of divorce cases involve personal goodwill. Select the Personal Goodwill Assessment if one or more of the following statements applies to the Company owner: - is significantly involved in day-to-day operations of Company; - has strong professional reputation, deep personal relationships with customers and/or suppliers; - posseses superior technical skills and expertise within the industry that cannot be transfered to the Buyer
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
17500
200
Report Price: $
Price per additional entity: $
12900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for cases involving divorce. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. IMPORTANT: It is highly recommended to select the Personal Goodwill Assessment available for this report when checking out. Over 90% of divorce cases involve personal goodwill. Select the Personal Goodwill Assessment if one or more of the following statements applies to the Company owner: - is significantly involved in day-to-day operations of Company; - has strong professional reputation, deep personal relationships with customers and/or suppliers; - posseses superior technical skills and expertise within the industry that cannot be transfered to the Buyer
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for cases involving divorce. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. IMPORTANT: It is highly recommended to select the Personal Goodwill Assessment available for this report when checking out. Over 90% of divorce cases involve personal goodwill. Select the Personal Goodwill Assessment if one or more of the following statements applies to the Company owner: - is significantly involved in day-to-day operations of Company; - has strong professional reputation, deep personal relationships with customers and/or suppliers; - posseses superior technical skills and expertise within the industry that cannot be transfered to the Buyer
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
36500
200
Report Price: $
Price per additional entity: $
29500
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 90+ page certified valuation report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. 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 start-ups, capital raises, complicated businesses, complex court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable)
If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit& Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Owner’s Compensation
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
36500
200
Report Price: $
Price per additional entity: $
29500
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 90+ page certified valuation report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. 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 start-ups, capital raises, complicated businesses, complex court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable)
If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit& Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Owner’s Compensation
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
36500
200
Report Price: $
Price per additional entity: $
29500
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 90+ page certified valuation report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. 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 start-ups, capital raises, complicated businesses, complex court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable)
If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit& Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Owner’s Compensation
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
36500
200
Report Price: $
Price per additional entity: $
29500
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 90+ page certified valuation report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. 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 start-ups, capital raises, complicated businesses, complex court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable)
If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit& Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Owner’s Compensation
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
36500
200
Report Price: $
Price per additional entity: $
29500
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 90+ page certified valuation report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. 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 start-ups, capital raises, complicated businesses, complex court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable)
If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit& Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Owner’s Compensation
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
36500
200
Report Price: $
Price per additional entity: $
29500
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 90+ page certified valuation report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. 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 start-ups, capital raises, complicated businesses, complex court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable)
If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit& Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Owner’s Compensation
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 90+ page certified valuation report helps the intended reader understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. 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 start-ups, capital raises, complicated businesses, complex court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable)
If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit& Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Owner’s Compensation
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
6500
200
Report Price: $
Price per additional entity: $
2500
As low as
for 12 months with
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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).
Standard price: $
8500
200
Report Price: $
Price per additional entity: $
4500
As low as
for 12 months with
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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).
Standard price: $
12500
200
Report Price: $
Price per additional entity: $
7500
As low as
for 12 months with
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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).
Standard price: $
7500
200
Report Price: $
Price per additional entity: $
4200
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, IRS submissions, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
3500
200
Report Price: $
Price per additional entity: $
1200
As low as
for 12 months with
35+ pages, ideal for business owners to evaluate the value and performance of their company over the course of the past year. Includes valuation summary based on market and asset approaches plus EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, financials and industry benchmarking ratios focused on profitability, liquidity, debt and asset management.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
8500
200
Report Price: $
Price per additional entity: $
5300
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
10500
200
Report Price: $
Price per additional entity: $
7300
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
13500
200
Report Price: $
Price per additional entity: $
8900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
16500
200
Report Price: $
Price per additional entity: $
10900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
17500
200
Report Price: $
Price per additional entity: $
12900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
4950
200
Report Price: $
Price per additional entity: $
3950
As low as
for 12 months with
Prepared by a BizWorth Certified Master Analyst in Financial Forensics (MAFF), a Field Audit is conducted with a physical on-site examination of the assets, inventory and accounts receivable of an organization A typical field audit report provides a comprehensive overview of the audit process, findings, and recommendations. It serves as a formal document that communicates the results of the audit to the bank, organization's management, stakeholders, and relevant parties. Exact contents may vary based on the scope of the audit and the organization's needs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Primary Contact and Address. Background to the audit.
Fixed Asset Documents: Fixed asset register detailing all physical assets.Purchase invoices and receipts for tangible assets. Depreciation schedules. Titles and deeds for properties. Lease agreements for equipment or vehicles
Bank and Financial Institution Records: Bank statements and reconciliations. Loan agreements and corresponding payment schedules.Investment records
Maintenance & Repair Records: Upload the maintenance and repair records, if kept, of each item to be audited.
Financial Statements: Balance Sheet. Income Statement (Profit and Loss Account). Cash Flow Statement. Equity Statement
Accounts Receivable Records: Detailed aging report of accounts receivable. Customer invoices and corresponding payment records. Documentation on write-offs and provisions for bad debts. Confirmation letters sent to and received from customers.
Inventory Records. Current inventory listings and historical inventory counts. Purchase and sales records. Inventory valuation reports. Documents regarding inventory write-downs or write-offs. Information on inventory in transit and consignment
Standard price: $
4950
200
Report Price: $
Price per additional entity: $
3950
As low as
for 12 months with
Prepared by a BizWorth Certified Master Analyst in Financial Forensics (MAFF), a Field Audit is conducted with a physical on-site examination of the assets, inventory and accounts receivable of an organization A typical field audit report provides a comprehensive overview of the audit process, findings, and recommendations. It serves as a formal document that communicates the results of the audit to the bank, organization's management, stakeholders, and relevant parties. Exact contents may vary based on the scope of the audit and the organization's needs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Primary Contact and Address. Background to the audit.
Fixed Asset Documents: Fixed asset register detailing all physical assets.Purchase invoices and receipts for tangible assets. Depreciation schedules. Titles and deeds for properties. Lease agreements for equipment or vehicles
Bank and Financial Institution Records: Bank statements and reconciliations. Loan agreements and corresponding payment schedules.Investment records
Maintenance & Repair Records: Upload the maintenance and repair records, if kept, of each item to be audited.
Financial Statements: Balance Sheet. Income Statement (Profit and Loss Account). Cash Flow Statement. Equity Statement
Accounts Receivable Records: Detailed aging report of accounts receivable. Customer invoices and corresponding payment records. Documentation on write-offs and provisions for bad debts. Confirmation letters sent to and received from customers.
Inventory Records. Current inventory listings and historical inventory counts. Purchase and sales records. Inventory valuation reports. Documents regarding inventory write-downs or write-offs. Information on inventory in transit and consignment
Standard price: $
5450
200
Report Price: $
Price per additional entity: $
4450
As low as
for 12 months with
Prepared by a BizWorth Certified Master Analyst in Financial Forensics (MAFF), a Field Audit is conducted with a physical on-site examination of the assets, inventory and accounts receivable of an organization A typical field audit report provides a comprehensive overview of the audit process, findings, and recommendations. It serves as a formal document that communicates the results of the audit to the bank, organization's management, stakeholders, and relevant parties. Exact contents may vary based on the scope of the audit and the organization's needs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Primary Contact and Address. Background to the audit.
Fixed Asset Documents: Fixed asset register detailing all physical assets.Purchase invoices and receipts for tangible assets. Depreciation schedules. Titles and deeds for properties. Lease agreements for equipment or vehicles
Bank and Financial Institution Records: Bank statements and reconciliations. Loan agreements and corresponding payment schedules.Investment records
Maintenance & Repair Records: Upload the maintenance and repair records, if kept, of each item to be audited.
Financial Statements: Balance Sheet. Income Statement (Profit and Loss Account). Cash Flow Statement. Equity Statement
Accounts Receivable Records: Detailed aging report of accounts receivable. Customer invoices and corresponding payment records. Documentation on write-offs and provisions for bad debts. Confirmation letters sent to and received from customers.
Inventory Records. Current inventory listings and historical inventory counts. Purchase and sales records. Inventory valuation reports. Documents regarding inventory write-downs or write-offs. Information on inventory in transit and consignment
Standard price: $
1900
200
Report Price: $
Price per additional entity: $
80
As low as
for 12 months with
Prepared by a BizWorth Certified Machinery & Equipment Appraiser (CMEA), a Desktop Appraisal is conducted without a physical on-site examination of the equipment. Instead, the appraiser relies on available data, documentation, photographs, and information provided by the client or third-party sources. The appraiser's expertise and experience play a crucial role in accurately estimating the equipment's value based on the available information. While a Desktop Appraisal can be cost-effective and efficient, it has limitations due to the lack of a physical examination, which may affect its accuracy.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company owners. Primary company address. Legal business name, NAICS code and website.
Machinery & Equipment Details: Number of items to be appraised (only include items that originally cost above $2,500). Description and location of items. Refurbishment and general maintenance. Previous offers to purchase items.
Depreciation Schedule: A depreciation schedule is an accounting procedure and spreadsheet for tracking the purchase of capitalized items and their depreciation status. Please upload depreciation schedule in Excel (.xls) format. The depreciation schedule often includes an asset description, serial number, date placed in service, depreciation method, cost basis (purchase price) of the equipment, accumulated depreciation, and current book value. If you or your accounting system does note have a depreciation schedule, then please create a list of the equipment to be appraised, in Excel (.xls) format,including as much of the information as possible for each piece of machinery and equipment.
Maintenance Schedule: Upload the maintenance and repair records, if kept, of each item to be appraised.
Pictures of Machinery & Equipment. Upload pictures of each item to be appraised that had an original purchase of $2,500 or more. Be sure to label each picture clearly, identifying which asset it is of. You can upload more than one picture of an asset, if relevant.
Standard price: $
3950
200
Report Price: $
Price per additional entity: $
3950
As low as
for 12 months with
Prepared by a BizWorth Certified Master Analyst in Financial Forensics (MAFF), a Field Audit is conducted with a physical on-site examination of the assets, inventory and accounts receivable of an organization A typical field audit report provides a comprehensive overview of the audit process, findings, and recommendations. It serves as a formal document that communicates the results of the audit to the bank, organization's management, stakeholders, and relevant parties. Exact contents may vary based on the scope of the audit and the organization's needs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Primary Contact and Address. Background to the audit.
Fixed Asset Documents: Fixed asset register detailing all physical assets.Purchase invoices and receipts for tangible assets. Depreciation schedules. Titles and deeds for properties. Lease agreements for equipment or vehicles
Bank and Financial Institution Records: Bank statements and reconciliations. Loan agreements and corresponding payment schedules.Investment records
Maintenance & Repair Records: Upload the maintenance and repair records, if kept, of each item to be audited.
Financial Statements: Balance Sheet. Income Statement (Profit and Loss Account). Cash Flow Statement. Equity Statement
Accounts Receivable Records: Detailed aging report of accounts receivable. Customer invoices and corresponding payment records. Documentation on write-offs and provisions for bad debts. Confirmation letters sent to and received from customers.
Inventory Records. Current inventory listings and historical inventory counts. Purchase and sales records. Inventory valuation reports. Documents regarding inventory write-downs or write-offs. Information on inventory in transit and consignment
Standard price: $
5950
200
Report Price: $
Price per additional entity: $
4950
As low as
for 12 months with
Prepared by a BizWorth Certified Master Analyst in Financial Forensics (MAFF), a Field Audit is conducted with a physical on-site examination of the assets, inventory and accounts receivable of an organization A typical field audit report provides a comprehensive overview of the audit process, findings, and recommendations. It serves as a formal document that communicates the results of the audit to the bank, organization's management, stakeholders, and relevant parties. Exact contents may vary based on the scope of the audit and the organization's needs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Primary Contact and Address. Background to the audit.
Fixed Asset Documents: Fixed asset register detailing all physical assets.Purchase invoices and receipts for tangible assets. Depreciation schedules. Titles and deeds for properties. Lease agreements for equipment or vehicles
Bank and Financial Institution Records: Bank statements and reconciliations. Loan agreements and corresponding payment schedules.Investment records
Maintenance & Repair Records: Upload the maintenance and repair records, if kept, of each item to be audited.
Financial Statements: Balance Sheet. Income Statement (Profit and Loss Account). Cash Flow Statement. Equity Statement
Accounts Receivable Records: Detailed aging report of accounts receivable. Customer invoices and corresponding payment records. Documentation on write-offs and provisions for bad debts. Confirmation letters sent to and received from customers.
Inventory Records. Current inventory listings and historical inventory counts. Purchase and sales records. Inventory valuation reports. Documents regarding inventory write-downs or write-offs. Information on inventory in transit and consignment
Standard price: $
5500
200
Report Price: $
Price per additional entity: $
2800
As low as
for 12 months with
The Standard + CIM Bundle saves time and makes it easy for advisors to order both reports without the hassle of providing the same information twice in the Data Collection Portal. The bundle includes the 35+ page Standard Valuation Report designed individuals who want a more in-depth report, including comparable transactions and industry benchmarking analysis. The bundle also includes a professional-grade, 20+-page Confidential Information Memorandum designed for marketing a business for sale to potential buyers.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns)
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional)
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
2199
200
Report Price: $
Price per additional entity: $
1099
As low as
for 12 months with
The Essentials + Quick Pitch saves time and makes it easy for advisors to order both reports without the hassle of providing the same information twice in the Data Collection Portal. The bundle includes the 20+ page Essentials Valuation Report designed to help establish an estimated market price for selling a business or supporting internal planning decisions. The bundle also includes a 6-page Quick Pitch designed for marketing a business for sale to potential buyers.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Standard price: $
4500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Part A of BizWorth's PreQual Process offers comprehensive business valuations and loan affordability assessments, empowering sellers to set appropriate prices, attract buyers, and provide lenders with crucial financial data for conditional loan approval.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns): You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional): If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
4500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Part A of BizWorth's PreQual Process offers comprehensive business valuations and loan affordability assessments, empowering sellers to set appropriate prices, attract buyers, and provide lenders with crucial financial data for conditional loan approval.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns): You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional): If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
4500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Part A of BizWorth's PreQual Process offers comprehensive business valuations and loan affordability assessments, empowering sellers to set appropriate prices, attract buyers, and provide lenders with crucial financial data for conditional loan approval.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns): You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional): If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
4500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Part A of BizWorth's PreQual Process offers comprehensive business valuations and loan affordability assessments, empowering sellers to set appropriate prices, attract buyers, and provide lenders with crucial financial data for conditional loan approval.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns): You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional): If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
5500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Part A of BizWorth's PreQual Process offers comprehensive business valuations and loan affordability assessments, empowering sellers to set appropriate prices, attract buyers, and provide lenders with crucial financial data for conditional loan approval.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns): You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional): If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
6500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Part A of BizWorth's PreQual Process offers comprehensive business valuations and loan affordability assessments, empowering sellers to set appropriate prices, attract buyers, and provide lenders with crucial financial data for conditional loan approval.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns): You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional): If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Part A of BizWorth's PreQual Process offers comprehensive business valuations and loan affordability assessments, empowering sellers to set appropriate prices, attract buyers, and provide lenders with crucial financial data for conditional loan approval.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
3 Years of Financial Statements (or Tax Returns): You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
Trailing 12 Months Profit &Loss Statement (optional): If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Standard price: $
6500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Ordered by Lenders, Part B of BizWorth's PreQual Process provides lenders with a Certified Business Appraisal Report and meets all SBA standards in offering a comprehensive assessment of the business's value.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)
Standard price: $
6500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Ordered by Lenders, Part B of BizWorth's PreQual Process provides lenders with a Certified Business Appraisal Report and meets all SBA standards in offering a comprehensive assessment of the business's value.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)
Standard price: $
8500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Ordered by Lenders, Part B of BizWorth's PreQual Process provides lenders with a Certified Business Appraisal Report and meets all SBA standards in offering a comprehensive assessment of the business's value.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)
Standard price: $
12500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Ordered by Lenders, Part B of BizWorth's PreQual Process provides lenders with a Certified Business Appraisal Report and meets all SBA standards in offering a comprehensive assessment of the business's value.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)
Standard price: $
14500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Ordered by Lenders, Part B of BizWorth's PreQual Process provides lenders with a Certified Business Appraisal Report and meets all SBA standards in offering a comprehensive assessment of the business's value.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)
Standard price: $
16500
200
Report Price: $
Price per additional entity: $
0
As low as
for 12 months with
Ordered by Lenders, Part B of BizWorth's PreQual Process provides lenders with a Certified Business Appraisal Report and meets all SBA standards in offering a comprehensive assessment of the business's value.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Ordered by Lenders, Part B of BizWorth's PreQual Process provides lenders with a Certified Business Appraisal Report and meets all SBA standards in offering a comprehensive assessment of the business's value.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis)
Standard price: $
3300
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
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 review.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Property Details: Legal description of the property. Property address and location information. Plot or site plans, including boundary surveys. Details of the building(s) on the property (size, age, construction materials, floor plans). Description of any improvements or renovations made to the property.
Ownership Information: Name of the current owner. Title deed or proof of ownership. Information on any leases, including copies of lease agreements. Information on any easements,encroachments, or restrictions on the property.
Financial Information: Recent property tax bills. Income and expense statements(if the property generates rental income). Operating costs, including maintenance, utilities, insurance, and any other expenses related to the property. Information on any existing mortgages or liens on the property.
Property Photos: Most recent photos of the commercial real estate. Cell phone images are accepted.
Standard price: $
1500
200
Report Price: $
Price per additional entity: $
500
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 18+ page informational report is designed to help establish an estimated market price for selling a business or supporting internal planning decisions. Ideal for individuals who are comfortable with limited reporting procedures and do not require the level of analysis included in a certified report.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Standard price: $
1500
200
Report Price: $
Price per additional entity: $
500
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 18+ page informational report is designed to help establish an estimated market price for buying a business or supporting internal planning decisions. Ideal for individuals who are comfortable with limited reporting procedures and do not require the level of analysis included in a certified report.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Standard price: $
1500
200
Report Price: $
Price per additional entity: $
500
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 18+ page informational report is designed to help establish an estimated market price for selling a business or supporting internal planning decisions. Ideal for individuals who are comfortable with limited reporting procedures and do not require the level of analysis included in a certified report. Custom branding and full-service data collection options available.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Standard price: $
1500
200
Report Price: $
Price per additional entity: $
500
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 18+ page informational report is designed to help establish an estimated market price for buying a business or supporting internal planning decisions. Ideal for individuals who are comfortable with limited reporting procedures and do not require the level of analysis included in a certified report. Custom branding and full-service data collection options available.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Standard price: $
7500
200
Report Price: $
Price per additional entity: $
4200
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
8500
200
Report Price: $
Price per additional entity: $
5300
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
10500
200
Report Price: $
Price per additional entity: $
7300
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
13500
200
Report Price: $
Price per additional entity: $
8900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
16500
200
Report Price: $
Price per additional entity: $
10900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
17500
200
Report Price: $
Price per additional entity: $
12900
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Prepared by a NACVA Certified Appraiser, this 65+ page certified valuation report is ideal for more complex business acquisitions and divestitures, estate planning, partner disputes and bank loan reports when substantiating information is needed to 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.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
5 Years of Financial Statements (or Tax Returns).
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
Year-to-Date Financial Statements.
You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
5 Years of Subsidiary Financials (if applicable).
If your business has subsidiaries, you will be asked to upload consolidated financial statements for the last full five years or since inception if less than five years.
Trailing 12 Months Profit & Loss Statement (optional).
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Business Profile.
Legal business name, DBA, business address, prior appraisal, offers and ownership history.
Nature and History.
Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
Owner’s Compensation.
Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.
Standard price: $
1500
200
Report Price: $
Price per additional entity: $
500
As low as
for 12 months with
Prepared by a BizWorth Valuation Analyst, this 18+ 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).
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information
Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.
3 Years of Financial Statements
Upload financial statements (Profit & Loss Statement and Balance Sheet) of the business for the last three full years or since inception if less than three years.
3 Years of Tax Returns
Upload Tax Returns of the business for the last three full years or since inception if less than three years.
Other Documents (optional)
Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).
Standard price: $
2000
200
Report Price: $
Price per additional entity: $
1200
As low as
for 12 months with
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.
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Business Information Business type. Primary Address. Asking Price and Cash Flow. Summary of the business, background and history. Primary product or service description. Total number of employees. Days/hours of operation. Top customers. Growth Opportunities. Reasons to buy. Key personnel, compensation and benefits. Ownership duties and hours per week. Reason for Sale. Training available. Facilities and real estate. Tangible and intangible assets. Inventory. Assets excluded from sale. Market competitors and customers. Competitive advantages. Marketing methods. Legal claims pending. Operations.
Marketing Collateral: Company logo. Images available of products, buildings and employees.
Recast Financials: Financials you want shown in the report. Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.
Standard price: $
23500
200
Report Price: $
Price per additional entity: $
19899
As low as
for 12 months with
Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a faster, more affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition. Includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible.
2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)
2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)
2 Years General Ledger: General ledger for last 12 months and two full years(Excel)
2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.
2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)
2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.
2 Years Aging Receivables: Log for last 12 months and two full years, if possible.
Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.
Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.
Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.
Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.
Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Standard price: $
23500
200
Report Price: $
Price per additional entity: $
19899
As low as
for 12 months with
Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a faster, more affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition. Includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible.
2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)
2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)
2 Years General Ledger: General ledger for last 12 months and two full years(Excel)
2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.
2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)
2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.
2 Years Aging Receivables: Log for last 12 months and two full years, if possible.
Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.
Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.
Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.
Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.
Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Standard price: $
28500
200
Report Price: $
Price per additional entity: $
24899
As low as
for 12 months with
Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a faster, more affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition. Includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible.
2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)
2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)
2 Years General Ledger: General ledger for last 12 months and two full years(Excel)
2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.
2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)
2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.
2 Years Aging Receivables: Log for last 12 months and two full years, if possible.
Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.
Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.
Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.
Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.
Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Standard price: $
28500
200
Report Price: $
Price per additional entity: $
24899
As low as
for 12 months with
Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a faster, more affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition. Includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible.
2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)
2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)
2 Years General Ledger: General ledger for last 12 months and two full years(Excel)
2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.
2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)
2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.
2 Years Aging Receivables: Log for last 12 months and two full years, if possible.
Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.
Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.
Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.
Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.
Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Standard price: $
33500
200
Report Price: $
Price per additional entity: $
29899
As low as
for 12 months with
Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a faster, more affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition. Includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible.
2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)
2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)
2 Years General Ledger: General ledger for last 12 months and two full years(Excel)
2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.
2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)
2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.
2 Years Aging Receivables: Log for last 12 months and two full years, if possible.
Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.
Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.
Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.
Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.
Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Standard price: $
33500
200
Report Price: $
Price per additional entity: $
29899
As low as
for 12 months with
Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a faster, more affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition. Includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible.
2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)
2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)
2 Years General Ledger: General ledger for last 12 months and two full years(Excel)
2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.
2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)
2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.
2 Years Aging Receivables: Log for last 12 months and two full years, if possible.
Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.
Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.
Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.
Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.
Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Standard price: $
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Prepared by our in-house team of NACVA-certified Master Analysts in Financial Forensics (MAFF), BizWorth’s Certified Quality of Earnings report provides a faster, more affordable way to validate the past financial performance of a business to support the due diligence phase of an acquisition. Includes a careful analysis of historical revenues and expenses, sales, major customer concentrations and expense add-backs.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.
Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible.
2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.
2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)
2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)
2 Years General Ledger: General ledger for last 12 months and two full years(Excel)
2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.
2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)
2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.
2 Years Aging Receivables: Log for last 12 months and two full years, if possible.
Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.
Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.
Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.
Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.
Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.
Standard price: $
1500
200
Report Price: $
Price per additional entity: $
500
As low as
for 12 months with
20+ pages, ideal for business owners to evaluate the value of their company over the course of the past year. 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. Does not include industry benchmarking ratios.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.
You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible.
If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Standard price: $
699
200
Report Price: $
Price per additional entity: $
399
As low as
for 12 months with
A Quick Pitch is a 6-page, condensed version of a Confidential Information Memorandum, providing the essential information about a business for sale. It includes the asking price, company highlights, growth opportunities, top customers, and adjusted financials. This document is designed to give potential buyers a quick overview of the business without divulging too much sensitive information. It helps to generate initial interest in the business and encourages potential buyers to take the next steps in the due diligence process. Includes one complimentary revision.
To help our marketing team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Business type. Primary Address. Asking Price and Cash Flow. Summary of the business, background and history, financial highlights and growth opportunities.
Marketing Collateral: Company logo. Images available of products, buildings and employees.
Recast Financials: Financials you want shown in the report. Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.
Standard price: $
4000
200
Report Price: $
Price per additional entity: $
80
As low as
for 12 months with
Prepared by a BizWorth Certified Machinery & Equipment Appraiser (CMEA), Comprehensive Appraisal, which includes an on-site examination of the machinery and equipment. The appraiser reviews and verifies the assets' condition, collecting data to support the valuation. This appraisal is ideal for asset-backed loans, insurance, legal disputes, and scenarios requiring a detailed evaluation.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Business Information: Company owners. Primary company address. Legal business name, NAICS code and website.
Machinery & Equipment Details: Number of items to be appraised (only include items that originally cost above $2,500). Description and location of items. Refurbishment and general maintenance. Previous offers to purchase items.
Depreciation Schedule: A depreciation schedule is an accounting procedure and spreadsheet for tracking the purchase of capitalized items and their depreciation status. Please upload depreciation schedule in Excel (.xls) format. The depreciation schedule often includes an asset description, serial number, date placed in service, depreciation method, cost basis (purchase price) of the equipment, accumulated depreciation, and current book value. If you or your accounting system does note have a depreciation schedule, then please create a list of the equipment to be appraised, in Excel (.xls) format,including as much of the information as possible for each piece of machinery and equipment.
Maintenance Schedule: Upload the maintenance and repair records, if kept,of each item to be appraised.
Pictures of Machinery & Equipment: Upload pictures of each item to be appraised that had an original purchase of $2,500 or more. Be sure to label each picture clearly,identifying which asset it is of. You can upload more than one picture of an asset, if relevant.
Standard price: $
3800
200
Report Price: $
Price per additional entity: $
As low as
for 12 months with
Includes on-site examination, thorough data collection, and expert analysis for defensible commercial real estate appraisals. Ideal for establishing list prices, real estate transfers, consulting, or IRS-compliant estate planning.
To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
Property Details: Legal description of the property. Property address and location information. Plot or site plans, including boundary surveys. Details of the building(s) on the property (size, age, construction materials, floor plans). Description of any improvements or renovations made to the property.
Ownership Information: Name of the current owner. Title deed or proof of ownership. Information on any leases, including copies of lease agreements. Information on any easements, encroachments, or restrictions on the property.
Financial Information: Recent property tax bills. Income and expense statements (if the property generates rental income). Operating costs, including maintenance, utilities, insurance, and any other expenses related to the property. Information on any existing mortgages or liens on the property.
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