Essentials Valuation Report For Lenders

Here's an easy-to-understand explanation of the  process to order and provide the information needed to obtain a business valuation report:
 
Step 1: Click the Green Get Started Button

Initiate the process by clicking "Get  Started" and provide essential details about yourself and the company. This includes specifying the reason for the report, number of legal entities, annual sales, and property ownership.

‍Step 2: Select and Customize Your Report

After entering company details, our system matches your needs with suitable reports. Choose your desired report, customize it if needed, and add it to your cart. Review additional recommendations, enhance your report options, and proceed to checkout. Pay securely with major credit cards, Affirm, or ACH.

‍Step 3: Provide Additional Information ‍

On the "Information We Need from You" page, submit the required details about the company. Subsequently, you’ll receive an email inviting you to the Data Collection Portal.

Step 4: Accept Invite to Data Collection Portal

Check your email for an invitation from officeadmin@datacollectionportal.com to the secure Data Collection Portal. Accept the invite to create your account.

‍Step 5: Complete Portal Intake Form
Navigate through the portal, filling out required forms and carefully  following instructions. Save your progress if needed. Once finished, click "I've finished" to notify BizWorth that your valuation application is ready to commence. This initiates the appraisal, starting the countdown for delivery within the specified turnaround time. Check your email for updates.

This process is designed to be simple, efficient, and tailored to your business valuation needs.