BizWorth | Certified Summary Report

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Certified Summary Report

About this report:

Prepared by a NACVA Certified Appraiser from BizWorth, this 65+ page certified 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. Includes White-glove Service to gather financials and make adjustments. Here’s what’s included:

Valuation summary

Income Approach

Owner's interview

Market approach

Adherence to NACVA Standards

Sales, SDE, & EBITDA Multiples

Adherence to USPAP Standards

List of Comparable Transactions

Business nature & history summary

Owner's compensation analysis

Economy & Industry Overview

Discount Rate Calculation & Explanation

Financial analysis

SIC / NAICS code validation

Industry benchmarking

State tax verification

Valuation Overview

Prepared by certified appraiser

Asset Approach

Report review with certified appraiser

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Available options:

Financial Transcription: 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.
Discounted Updates: Get deep discounts on report updates to ensure your report stays current over time. Select the number of updates and how and how often you want them. IMPORTANT: Price of discounted update is a one-time offer due at check-out. Non-refundable.
Expedited Delivery: Need your report faster than standard turnaround time? We offer 1, 2 and 3 week guaranteed delivery.
Prepaid Retainer: Typically selected for litigation cases, a prepaid retainer authorizes the appraiser to provide litigation support services in legal matters when the appraiser may not be able to accurately determine in advance what the cost of the appraisal and litigation support may be. At the conclusion of assignment, any balance will be applied to the final invoice.
Rights to Named Expert: Typically selected for litigation cases, this option grants rights to the client to identify a BizWorth valuation professional as a named expert in court documents.