What BizWorth does

BizWorth is a Houston-based professional services firm that delivers certified business valuations, machinery and equipment appraisals, commercial real estate appraisals, and due diligence reports to small and mid-market businesses across North America. Its offering is structured as a tiered ladder of standardized reports — Essentials (informational, for sub-$400k-revenue businesses), Standard (informational, sub-$50M), Certified Summary (certified, for litigation and estate), SBA Compliant (USPAP/NACVA/SBA SOP 50 10 6), and Certified Detailed (capital raises, anchored by PitchBook data) — supported by an Annual Business Appraisal and a two-part PreQual Process that pairs a seller-side PreQualified Valuation Report with a lender-ordered Certified Business Appraisal to expedite SBA financing. Underlying infrastructure includes a bank-grade secure Data Collection Portal for intake and document upload and a marketplace of participating lenders that accept the firm's prequalified reports for conditional loan approvals.

All certified reports are prepared in-house by NACVA-, USPAP-, and SBA-trained credentialed appraisers (CVA, MAFF, ECA). The platform goes to market through a self-serve online checkout with instant pricing, an Advisor Dashboard that lets CPAs, brokers, and financial advisors white-label reports at volume discounts, and a Lender Dashboard serving SBA and commercial lenders. Revenue is generated primarily through one-time professional-services fees scaling from $1,499 to $34,899 per engagement, with adjacent fee-based services in due diligence (Quality of Earnings, Field Audits, CIM/Pitch Books, Quick Pitch) and equipment/real estate appraisals, plus transaction-based referral commissions and a free-to-join partner program. Customer segments are business owners (primary SMB), advisors, lenders, and attorneys, served through SEO-driven content marketing, partner referrals, and certified-credential credibility rather than paid acquisition.

Name

BizWorth

Legal name

BizWorth, LLC

Website

https://bizworth.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

BizWorth is a Houston-based professional services firm providing NACVA-certified business valuations, due diligence reports, and equipment and real estate appraisals to North American business owners, advisors, lenders, and attorneys via online self-serve ordering and white-label partner programs.

Ownership category

akta.pro rank

Product category

Business Valuation Services

NAICS

Offices of Real Estate Appraisers (53132)

akta.pro primary industry

Financial Reporting Valuation (ASC 820/805, IFRS 13/3) (FSAEAHAB)

akta.pro secondary industry

Appraisal Review & Quality Assurance Services (BPAJAKAN)

Keywords

• Business valuation services
• Certified appraisals
• Due diligence reports
• Machinery equipment appraisals
• SBA loan valuations

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Business Valuation Reports: One-time professional service fees for business valuation reports ranging from informational (Essentials, Standard) to certified reports (Certified Summary, Certified Detailed, SBA Compliant). Reports are priced based on complexity, page count, and certification level.
2. Machinery & Equipment Appraisals: Fees for equipment and machinery valuation services including Desktop and Comprehensive appraisals for restaurants, medical, construction, and other industries.
3. Commercial Real Estate Appraisals: Fees for CRE appraisals including Desktop and On-Site evaluations for establishing list prices, real estate transfers, and estate planning.
4. Due Diligence Reports: Quality of Earnings (QoE) reports, Field Audits, and Pitch Book/CIM (Confidential Information Memorandum) services for validating earnings, verifying assets, and marketing businesses for sale.
5. PreQual Process: Two-part valuation process with Part A (PreQualified Valuation Report) and Part B (Certified Business Appraisal) ordered by different parties (broker/owner vs. lender) to facilitate SBA loan financing.
6. Partner Program Subscriptions: Free advisor membership with volume-based pricing. Advisors can customize and resell valuation reports under their own brand with margin optimization.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

BizWorth provides certified business valuation reports, due diligence services (Quality of Earnings, Field Audits, Confidential Information Memorandums), and machinery & equipment and commercial real estate appraisals. All certified reports are prepared by NACVA-certified in-house appraisers using USPAP- and NACVA-compliant methodologies, and are delivered through a secure online Data Collection Portal with tiered pricing based on report complexity.

Product overview

BizWorth is a certified business valuation platform offering a tiered portfolio of valuation reports, due diligence services, and appraisal services. The core product line includes four tiers of business valuation reports: the Essentials Report (informational, for businesses under $400k revenue), Standard Report (informational, for businesses under $50M), Certified Summary Report (certified, for litigation and estate planning), and Certified Detailed Report (certified, for capital raises using premium data sources like PitchBook). Supporting these are specialized products including the Annual Business Appraisal, SBA Compliant Report, and PreQual Process (a two-part valuation combining PreQualified Part A and Certified Part B for SBA loan financing). The due diligence suite includes Quality of Earnings Reports, Field Audits, Confidential Information Memorandums (CIM/Pitch Books), and Quick Pitch marketing documents. Equipment and Commercial Real Estate appraisal services are offered in both desktop and comprehensive (on-site) formats. All services are coordinated through a secure Data Collection Portal for document intake and delivery.

Differentiator

Problem solved

Functional benefit

Products and services

• Essentials Business Valuation Report An 18+ page entry-level informational valuation report for small businesses with annual revenue under $400k (available up to $2M), prepared by BizWorth's valuation team using Sales and SDE valuation methods with hand-picked comparables and tailored financial adjustments.
• Standard Business Valuation Report A 35+ page informative valuation report for businesses with annual revenue under $50M, prepared by a NACVA Certified Appraiser. Includes valuation summaries from market, income, and asset approaches, EBITDA and SDE multiples, capitalization of cash flow, multi-stage growth methods, industry benchmarking, and loan capacity analysis.
• Certified Business Valuation Summary Report A 65+ page certified valuation report prepared and signed by a NACVA Certified Appraiser for legal purposes including buy/sell agreements, estate planning, divorce settlements, and litigation. Includes expert-selected valuation methods, hand-picked comparables, personalized video summary, and consultation with the certified appraiser; adheres to USPAP and NACVA standards.
• Certified Detailed Business Valuation Report A 100+ page comprehensive certified valuation report prepared by a NACVA Certified Appraiser for capital raises and start-ups. Uses premium data sources such as PitchBook for private company analysis, includes industry and economic analysis, hand-picked comparables, expert-selected adjustments, and a personalized video summary.
• SBA Compliant Business Valuation Report A 65+ page certified report designed to meet SBA SOP 50 10 6 standards, prepared by NACVA Certified Appraisers with a guaranteed 10-day turnaround. Required for SBA loans over $250,000. Includes hand-picked business comparables and expert-selected adjustments.
• Annual Business Appraisal A 35+ page standard annual appraisal report ideal for annual financial planning and demonstrating financial stability, prepared by a NACVA Certified Appraiser with a Certificate of Financial Stability and 2-5 day turnaround.
• PreQualified Valuation Report (Part A) Part A of BizWorth's two-part PreQual Process, ordered by the broker or owner early in the listing phase. Includes a loan eligibility range used by lenders to conditionally approve loan amounts and helps establish well-informed listing prices.
• Certified Business Appraisal (Part B) Part B of the PreQual Process, ordered by lenders after an offer is accepted. Designed to meet lender underwriting and SBA requirements for extending a loan; leverages data collected in Part A with quicker turnaround and lower cost.
• Quality of Earnings (QoE) Report A 50+ page due diligence report ideal for validating the accuracy of a company's reported earnings. Includes reconciliation of financial statements to tax returns and provides adjusted EBITDA analysis.
• Field Audit A due diligence engagement for physically verifying an organization's accounts receivables, inventory, and assets. Ideal for due diligence and validation of asset values.
• Confidential Information Memorandum (CIM / Pitch Book) A 20+ page professional-grade marketing document providing collateral to potential buyers about a business for sale. Includes company overview, financial highlights, market analysis, and investment highlights.
• Quick Pitch An initial marketing document for generating interest in a business without divulging too much information. Ideal for early-stage buyer engagement.
• Desktop Machinery & Equipment Appraisal A quick and low-cost desktop appraisal for determining the value of machinery and equipment without an on-site inspection.
• Comprehensive Machinery & Equipment Appraisal A machinery and equipment appraisal that includes on-site physical inspection. Ideal for asset-backed loans, insurance valuations, and legal disputes.
• Desktop Commercial Real Estate Appraisal A desktop commercial real estate appraisal for determining property value without an on-site visit. Ideal for preliminary valuations.
• On-Site Commercial Real Estate Appraisal A commercial real estate appraisal that includes an on-site review. Ideal for establishing list prices, real estate transfers, and estate planning.

Quantifiable outcome

• Nearly 50% of all deals fall apart at financing because lenders can only approve up to the value assessed by the underwriter's appraiser. BizWorth's PreQual Process addresses this by providing upfront loan eligibility information.
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• NACVA (National Association of Certified Valuators and Analysts)coreTechnology or IntegrationBizWorth's appraisers are NACVA certified, and all certified reports adhere to NACVA professional standards. Reports prepared by Certified Valuation Analysts (CVAs) ensuring credibility and compliance with industry best practices.
• PitchBooksupportingTechnology or IntegrationPremium data source used for Certified Detailed Business Valuation Reports to provide hard-to-find private company data, comparable capital raise transactions, and industry benchmarks for startups and capital raises.
• Nationwide Network of Participating LenderscoreChannel Partner/ Reseller/ DistributorLenders in BizWorth's network receive PreQualified Valuation Reports to grant conditional loan approvals. They order Part B Certified Appraisals once offers are accepted. Lenders agree to accept BizWorth appraisals for loan decisions.
• StripesupportingOthersPayment processing partner for credit card and ACH transactions through bizworth.com checkout process.
• AffirmsupportingOthersInstallment payment partner allowing customers to pay at their own pace with no late fees or penalties. Customers choose payment schedule at checkout.
• Institute of Equipment ValuationsupportingTechnology or IntegrationProfessional association for equipment appraisers. BizWorth team members hold ECA (Equipment Certified Appraiser) credentials through this institute.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Mercer Capital: Mercer Capital is a national business valuation and financial advisory firm serving closely held businesses, lenders, and attorneys. It directly competes with BizWorth across certified business valuations, litigation support, and M&A advisory, with a similar NACVA/CVA credentialed appraiser model.
• Empire Valuation Consultants: Empire Valuation Consultants provides business valuations, equipment appraisals, and due diligence services to business owners, advisors, lenders, and attorneys. It is a direct competitor with a comparable product menu (certified valuations, SBA-compliant reports, M&E appraisals).
• Peak Business Valuation: Peak Business Valuation is a NACVA-credentialed firm specializing in certified business appraisals for legal, tax, lending, and M&A purposes. Directly comparable in service scope, credentialing, and target customers to BizWorth's Certified Summary and SBA Compliant reports.

Broad incumbents

• Valuation Research Corporation (VRC): VRC is a large, established global valuation firm providing independent valuations for financial reporting, tax, litigation, and transaction purposes. It is a broader incumbent that overlaps with BizWorth at the upper end of certified and litigation-grade engagements.
• Stout: Stout is a global advisory firm with a dedicated Valuation Advisory practice covering business, intangible asset, and equipment appraisals. It competes for the same complex, certified, and litigation-driven engagements BizWorth targets, but from a much broader platform.
• Kroll: Kroll (formerly Duff & Phelps) operates a major global Valuation Services practice serving legal, financial reporting, tax, and transaction needs. A broad incumbent competing at the high end of the certified valuation market where BizWorth's Certified Summary and Detailed reports also compete.
• Houlihan Lokey: Houlihan Lokey's Transaction Advisory Services include valuation opinions for M&A, tax, and litigation. A large incumbent whose deal-driven valuation work overlaps with BizWorth's Certified Detailed report and CIM/Pitch Book services.

Emerging players

• BizEquity: BizEquity is a tech-enabled business valuation platform offering online valuation reports for SMBs, advisors, and lenders. It overlaps with BizWorth's Essentials and Standard informational reports but from a software-first, lower-cost positioning.
• Valutico: Valutico is a cloud-based valuation platform used by valuation professionals and advisors to produce DCF and multiples-based reports. It overlaps with BizWorth's mid-tier informational reports and represents the technology-enabled competitive vector in business valuation.

Others

• Business Valuation Resources (BVR): BVR provides data, research, and continuing education to business valuation professionals. It is an ecosystem participant supplying comparable-transaction databases and industry resources that BizWorth's certified appraisers rely on for engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/BusinessWorth
• LinkedInlinkedin.com/company/bizworth

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BizWorth