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MEET BIZEQUITY
Empowering advisors with fast, accurate valuation insight.
BizEquity is the leading WealthTech platform for business valuation and business owner insights.
Our mission is to empower advisors to help business owners plan around their most valuable asset, their business, by making valuation the cornerstone of business owner planning.
BizEquity has created the largest online business valuation software product and service and the most business valuation data on businesses in the market today. It gives advisors reliable insight into a client’s value, risks, and key drivers through faster workflows, AI-powered data capture, and deeper intelligence, helping business owners understand their largest asset and improve long-term outcomes.
BizEquity’s patented platform is distributed through leading financial services firms such as TD Bank, LPL Financial, UBS, Northwestern Mutual, Equitable, RBC, Hightower, Freedom Bank, Thrivent, Wealth Enhancement Group, Guardian, and over 1,300 other financial services firms and over 4,000 advisors.
Acquired by ACBJ in 2019, BizEquity enables financial services firms to better reach business owners and help them discover their worth.
Who We Are
Eric
May
President
Scott
Gabehart
VP & Chief Valuation Officer
James
Barnes
Chief Technology Officer
Cal
Parker
VP, Sales and Strategy
Kevin
Saad
Sr. Director of Customer Success
Christopher
Hogan
Sales Director, North
Mario
Evangelist
Sr. Sales Director, South
Pat
Kelley
Director of Customer Success
Sami
Rose
Director of Demand Generation
“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.
