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For Comprehensive Planning
Power Your Planning
with Business Valuation.
A business is your client's largest asset. Seamlessly integrate accurate, real-time valuation into your comprehensive financial plans.
We deliver fast, defensible insights that support planning across valuation, risk, insurance, growth, and exit planning.
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.
Forecast and Engineer the Exit
The integrated Exit Planning Module allows advisors to model timelines, project valuation trajectories, and show clients how today’s decisions shape future outcomes, turning valuation into an ongoing planning conversation.
Insurance Analysis
Identifies coverage gaps, inefficiencies, and areas for better protection to help advisors uncover new planning opportunities and improve client outcomes.
KPI Insights and Actionable Advice
Clear, prioritized recommendations tied to a business’s key performance indicators help advisors spot quick wins and guide the big moves that increase value.
Exit Readiness and Risk Reduction Insights
Highlight the operational, financial, and owner dependence risks that affect valuation and limit exit options, giving advisors clearer insight to strengthen succession planning and prepare clients for confident exit conversations.
Looking For Efficient, Cost-Effective Business Valuation Reports?
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.
