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Firm Branding & Integrations

Business Valuation Intelligence Built for Enterprise Teams

Equip teams with fast, accurate valuations, industry benchmarks, and risk insights that strengthen every business owner conversation.

See the Impact of BizEquity on Firms Like Yours.

of business owners haven’t met with a financial advisor.
0 %

“Neri Capital has confirmed that the BizEquity valuation’s Equity, Asset, and Business Enterprise market values are within 3% +/- of the transaction negotiated price for the business we take to Market.”

-Michael Togneri, Managing Partner, Neri Capital

don’t have a written succession or exit plan.
0 %

“Most entrepreneurs and family owned businesses don’t have access to this type of service….”

– Gary L. Fisher, MSA, RICP, CEPA, CSA, CDFA, LUCTF, CLTC, President, G.L. Fisher Capital Management, LLC

of business owners don’t have insurance.
0 %

“BizEquity’s business valuation estimate was something that gave my client confidence, as well as myself.”

– Aaron Roush, CLU, ChFC, CFP, RICP, WMCPCo-Founder and Private Wealth Advisor, Midwest Financial Planning Group (Northwestern Mutual Private Client Group)

Clarity creates confidence. Discover your client’s value today and make smarter decisions for tomorrow.

Sami Rose

Director of Demand Generation

Director of Demand Generation at BizEquity, where she has spent the past five years leading growth-focused marketing initiatives that drive brand awareness, lead generation, and advisor engagement. An accomplished BS/MBA graduate, Sami brings a strong background in digital advertising, campaign strategy, and project management. In her personal time, Sami enjoys spending time with her animals, family and friends.