Pre-NDA Quick Pitch Report
Are you looking for an affordable and efficient way to market your clients' businesses before securing a Non-disclosure Agreement? The Quick Pitch, prepared in-house by BizWorth’s Marketing Team, is a budget-friendly, 6-page condensed version of a Confidential Information Memorandum, designed specifically for business advisors. This document provides essential details about a business for sale, including the asking price, company highlights, growth opportunities, top customers, and adjusted financials. It offers potential buyers a quick overview without revealing too much sensitive information, helping to generate interest and encouraging them to proceed with due diligence. With a turnaround time of just 5 business days and a complimentary revision included, the Quick Pitch saves you time while effectively positioning your clients' businesses for a successful sale.
About this Report
How to Order
Here's an easy-to-understand explanation of the process to order and provide the information needed to obtain your 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.
How to Prepare
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.
Payment Options
What We Offer
Get the reports you need
Business Valuations
Get an unbiased, highly-reliable business valuation to preserve your most valued asset - your business.
Pitch books / CIMs
Send professional–grade marketing collateral to maximize interest in your business for sale.
Quality of Earnings
Support the due diligence phase with a fast, affordable way to validate the past financial performance of a business.
Field Audits
Order an expert field audit to physically examine an organization's accounts receivables, inventory and assets.
Equipment Appraisals
Get an unbiased, certified appraisal of the operational machinery and equipment assets of a business.
