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A Better Way to Business Valuation.
Patented real-time valuation insights that guide smarter client decisions.
As little as 3 steps. Under 10 mins. Instant Results.
Trusted by over 1,300 firms, 4,000 advisors, 7 of the 10 largest BDs, & 9 of the top 15 RIAs
The valuation platform our clients rely on through every stage of the business journey, including startup, growth, maturity, and exit.
What’s your client’s business worth?™
Everything advisors need to measure value, uncover risks, and guide smarter planning conversations.
AI-Powered Financial Data Ingestion
Automatically extracts financials from tax returns, statements, and QuickBooks to remove manual work and deliver clean, accurate financial inputs.
Modern, Intuitive Advisor Experience
A user-friendly interface with streamlined workflows that guide advisors through business valuations in as little as 10 minutes and make collaboration smooth across teams and clients.
Deep Valuation Intelligence
Stronger benchmarks, clearer multiples, and transparent narratives that produce defensible valuations advisors can rely on in planning conversations.
Smart Qualitative Insights
Reveals what truly drives value, including owner reliance, revenue concentration, customer and supplier risks, and operational or management efficiency to create a clearer and more complete picture of the business.
“The BizEquity valuation was really what got the gears turning. Without it, I don’t know that the business succession planning conversations would have even started.”
Aaron Roush, Northwestern Mutual
Wherever your clients are in the business journey, BizEquity moves planning forward.
Independent Advisors
Strengthen every client relationship with valuation clarity that supports planning from startup through exit.
