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Find the Right Business Valuation Plan for Your Practice
Pricing Packages
Choose the plan that fits your growth stage
MONTHLY
ANNUAL
Advisor
Ideal for high-performing solo advisors focused on depth
Talk to Sales
Annual discounts available.
Talk to Sales
Annual discounts available.
Features Include:
- Starts at 10 Cases Per Advisor
- SmartLink Access
Key Differentiators:
- AI/OCR Tax Reader
- QuickBooks Integration
- Insurance Optimization
- Risk & Operational Insights
- Exit Readiness Assessment
- Action Items
Advisor Office
Ideal for scaling firms looking to dominate a local market
Talk to Sales
Annual discounts available.
Talk to Sales
Annual discounts available.
All Advisor Features Plus:
- Unlimited Cases Per Advisor
- White-Labeled Portal & Reports
- Advanced Reporting Admin
- Advanced Support
- Custom Marketing Materials
- Marketing Toolkit
Enterprise Teams
Ideal for large organizations requiring tailored solutions
Custom
All Office Features Plus
- SSO
- Advanced Planning Team
- Custom Reports
- Custom Support & Training
- Custom Integrations
What is BizEquity?
We are a patented business valuation platform that helps advisors understand the value, risks, and key drivers behind a client’s largest asset. We deliver fast, defensible insights that support planning across valuation, risk, insurance, growth, and exit planning.
Who uses BizEquity?
Thousands of advisors across wealth management, accounting, banking, and insurance use BizEquity to serve business owner clients with clearer, more accurate planning guidance.
Are BizEquity business valuations certified?
BizEquity valuations are software generated and built on recognized valuation methods, industry data, and AI-powered financial ingestion. They are not certified appraisals, but they are trusted by leading advisory firms to guide planning and support client conversations.
How long does it take to complete a valuation?
You can complete a valuation in 3 steps and under 10 minutes using the platform’s guided workflow.
How accurate is the data?
BizEquity uses industry benchmarks, financial metrics, and proprietary valuation models built on millions of data points to deliver reliable and relevant estimates of value. The results are as accurate as the financial information entered and reflect current market conditions, giving advisors defensible numbers for real planning conversations.
What makes BizEquity different from other business valuation platforms?
We combine AI-powered data ingestion, deeper valuation intelligence, qualitative risk signals, KPI insights, and exit planning tools in one advisor friendly system. It gives advisors a faster, clearer, and more complete view of a client’s business than traditional valuation methods or single purpose tools.
How was BizEquity built?
We are built on a patented hybrid valuation model that combines discounted cash flow, comparable market data, a proprietary growth formula, and sellers discretionary earnings to value small and midsize businesses in real time. The platform is supported by more than 60 filed patents and 7 granted patents covering its valuation formula, data crawling technology, cloud based architecture, and online user experience. This foundation gives advisors a reliable and scalable way to understand business value across every stage of a client’s journey.
