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SBA-Compliant Reports
for Lenders

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BizWorth makes SBA compliant reports easy and affordable for lenders.

SBA Compliant

Specifically designed to meet SBA SOP 50 10 6 standards.

Order online

Quickly order an SBA compliant report online.

Full-service support

Your dedicated appraiser is available to answer questions and offer advice.

Compliant reports that meet all SBA lending requirements

Be confident you’re getting a thorough and unbiased analysis of the business’s value, in accordance with the guidelines set out by the Small Business Administration (SBA) in SOP 50 10 6.

Meet the SBA requirement of an “independent business valuation from a qualified source”. All SBA compliant reports are prepared by a Certified Valuation Analyst (CVA) accredited through the National Association of Certified Valuation Analysts.

Base your lending decisions on the most reliable and accurate business valuation when considering SBA loan applications from small businesses.

Get an accurate valuation based on an in-depth review of the company’s history, financials, economic outlook and the most up-to-date market data.

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Markets we serve

Proudly valuing small businesses in a variety of industries

A mechanic

Consumer

Automotive, Consumer Products, Retail, Transportation, Hospitality & Services
A tech employee

Resources & Industrials

Industrial Products, Construction, Utilities, Energy & Mining
A doctor

Healthcare & Education

Life Sciences, Healthcare, Education & Care Centers
A general contractor

Tech & Media

Technology, Telecommunications, Media & Entertainment

Getting started is easy

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

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

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

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

Securely download your report directly from the Data Collection Portal.

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

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

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

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

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

SBA Compliant Reports

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

Typical Pricing: $2,500 – 7,500

SBA Compliant Business Valuation Report

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

Typical Pricing: $1,499+

Essentials Valuation Report for Lenders

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).

Management Team

Thought leaders in business valuation

Shelia Darby, Managing Director of BizWorth

Shelia Darby

Managing Director, BizWorth

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

Jon Donnel, Managing Director of Advisory at BizWorth

Jon Donnel

Managing Director, Valuation Advisory

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

Robert Brand

Director, Business Valuation

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

Renee Schreier

Director of Operations

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

Joseph (Joey) Wilson

Senior Market Analyst

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

Dan Darby

Director of Pitch Books & CIMs

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

Shelia Darby
Managing Director
Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and an Equipment Certified Appraiser (ECA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.
Joseph Wilson, CVA, ECA
Business Valuation Manager
Joseph is a Business Valuation Manager at BizWorth, where he leads the firm’s SBA Valuation Team and oversees engagements across a broad range of industries. He holds a B.B.A. in Energy Management (2017) and an M.S. in Finance (2021) from the University of Oklahoma. Joseph serves as Treasurer of the TABB Houston Chapter and holds certifications as a Certified Valuation Analyst (CVA) and Equipment Certified Appraiser (ECA).
Shelia Darby
Managing Director

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

Joseph Wilson, CVA, ECA
Business Valuation Manager

Joseph is a Business Valuation Manager at BizWorth, where he leads the firm’s SBA Valuation Team and oversees engagements across a broad range of industries. He holds a B.B.A. in Energy Management (2017) and an M.S. in Finance (2021) from the University of Oklahoma. Joseph serves as Treasurer of the TABB Houston Chapter and holds certifications as a Certified Valuation Analyst (CVA) and Equipment Certified Appraiser (ECA).

Jon Donnel
Managing Director, Valuation Advisory

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

Robert Brand
Director, Business Valuation

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

Jack Nielsen, CVA
Certified Business Appraiser

Jack is a Certified Business Appraiser, where he plays a key role in delivering Certified and Informational valuations. A graduate of Texas A&M University with a B.S. in Economics, Jack is a credentialed CVA through the National Association of Certified Valuators and Analysts. In addition to valuation work, he leads the creation of Confidential Information Memorandums and Quick Pitches.

Renee Schreier
Director of Operations

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

Victoria Duron, CPA
Business Valuation Manager

Victoria is a Business Valuation Manager at BizWorth, focusing on valuation production and compliance support. She holds a Master in Professional Accounting and a BBA from The University of Texas at Austin. Victoria is a licensed CPA in Texas and a member of the American Institute of Certified Public Accountants and the Texas Society of CPAs, Houston Chapter. She is currently pursuing her CVA designation.

Sydney Gray
Business Appraiser

Sydney Gray is a Financial Analyst at BizWorth, contributing to the valuation production team. She holds a Bachelor of Science in Business Administration from Liberty University and is pursuing a Master of Business Administration with a concentration in Finance. Sydney is currently pursuing the Certified Valuation Analyst (CVA) designation.

Dan Darby, MSc
Managing Director

Dan is a Managing Director at BizWorth, focusing on technology and partnership development to grow the company’s reach and advisor network. He holds a BBA from Baylor University and a Master of Science in Leadership and Organizational Change from Northwestern University. Dan brings a strong background in strategic marketing, technology adoption and business development.

Madeleine Fontein, PMP
Business Operations Coordinator

Madeleine Fontein is the Business Operations Coordinator at BizWorth, where she supports production management and streamlines business operations to ensure efficiency across teams. She holds a Bachelor of Commerce from Dalhousie University and is a Certified Project Management Professional (PMP). With a strong foundation in operational strategy and process improvement, Madeleine plays a key role in delivering high-quality valuation services.

Weston Tschirhart
Certified Machinery & Equipment Appraiser

Mr. Tschirhart is a certified machinery and equipment appraiser at BizWorth. Specializing in over 10 years of agricultural, industrial and restaurant machinery and equipment, Mr. Tschirhart’s expertise ensures accurate and reliable assessments for clients across various industries and locations throughout the country. A proud graduate of the University of Texas at San Antonio (UTSA), Weston's analytical prowess and commitment to excellence make him a valuable asset in providing comprehensive and accurate machinery and equipment appraisals to clients from coast to coast.

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

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