Getting started with Bizminer

Galen Pugh

Created Apr 20, 2023

Getting started with Bizminer

A quick guide for IBBA members

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Bizminer

26 Steps
1

Go to app.bizminer.com/login

If you're an active IBBA member, you already have a Bizminer Account. If necessary, use the forgot password link to reset your password.

2

Click on LETS GO

Click on LETS GO
3

Click on START RESEARCHING

Your IBBA member benefit includes 5 report credits and 100 list credits. To start, we recommend pulling our Industry Financial Profile for a current client. This profile will provide you with an industry avg. P&L, balance sheet, industry ratios, and valuation multiples. It's great for seeing how your client's financials compare to industry peers, and for enhancing CIMs.

Click on START RESEARCHING
4

Select an Industry

Our Financial Profile is available for over 5,000 Industries, so take your time and make sure you find the best match. You can search by keyword, NAICS code, or by clicking on the name of a sector and going through an industry drill down.

Select an Industry
5

for example, type "238220"

For example, typing in NAICS code 238220 will bring up the Plumbing and HVAC industry.

for example, type "238220"
6

Click on Plumbing, Heating, Air Conditioning Contractors [238220]

After you find the best match, click on the name of the industry to make your selection.

Click on Plumbing, Heating, Air Conditioning Contractors [238220]
7

Click on Industry

This will minimize the industry search drop down menu.

Click on Industry
8

Select a Market Area

Next, we will want to select a market area, which can be All US, a state, or a metro area. This allows you to get industry financial data that is specific to your clients local area.

Select a Market Area
9

for example, click "Florida"

Click on an area to make your selection. Clicking on a state will reveal metro areas options within that state.

for example, click "Florida"
10

Click on Market Area

This will minimize the market area drop down menu.

Click on Market Area
11

Select a Sales Class

This is an important step, because you to compare your client to businesses of a similar size.

Select a Sales Class
12

for example, click "Small < $1-$5million"

Select a revenue range that your client falls within.

for example, click "Small < $1-$5million"
13

Click on Sales Class

This will minimize the sales class drop down menu.

Click on Sales Class
14

Click on Access Now

After our database does some calculations, you'll see an option to "Access Now"

Click on Access Now
15

Final confirmation

Final confirmation
16

Industry Financial Profile download

The profile may take 30-60 seconds to download. You'll see a "data loaded" notification pop-up and the different sections of the report along the left hand side will become active.

Industry Financial Profile download
17

Navigate the profile

explore all the profile had to offer, including and industry average profit & loss statement, balance sheet, industry ratios, valuation multiples, and more.

Navigate the profile
18

download other formats

Use the PDF and CSV icons in the upper right corner to download/export the information in other formats.

download other formats
19

My Data

This profile, as well as any other product you access will be stored under My Data at the bottom left corner of the web app.

My Data
20

My Account

Click on My Account in upper right corner to view/update account information

My Account
21

Click on Account Activity

This area will show your remaining report and list credits

Click on Account Activity
22

credits remaining

If you're just starting out, you'll see 5/5 report credits remaining

credits remaining
23

explore other product

Feel free to try out other products, such as our Industry Market Profile and Valuation Report.

explore other product
24

explore analysis reports

Please note that our analysis reports, which are indicated in purple, require user inputs. It will use your client inputs to compare the business to industry and market data.

explore analysis reports
25

Click on Upgrade Account…

If you use your free credits and want to upgrade, simply click the "upgrade account" button to schedule a meeting with one of our Team members. We have great subscription options available for IBBA members.

Click on Upgrade Account…
26

Enjoy your IBBA member benefit from Bizminer!

Well done!
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