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Business Valuation Resources
In this episode of The Valuation Edge, Kevin Saad, Senior Director of Customer Success at BizEquity, sits down with Bob Tankesley, Founder of Exit Teams and M&A advisor with 25 years of experience in the lower middle market, to explore why so many business owners regret selling and what advisors can do to change that outcome.
- BizEquity Team
See how Bob Tankesley uses BizEquity to help business owners avoid seller's regret through objective valuations, exit readiness planning, and a long-term focus on building enterprise value before going to market.
- BizEquity Team
Discover the latest trends shaping RIA and wealth management firm valuations, including M&A activity, recurring revenue, private equity influence, and premium valuation drivers.
- Scott Gabehart, Chief Valuation Officer
AI tools can explain how a business gets valued — but that's not the same as actually valuing one. Unlike generic AI, BizEquity's purpose-built platform uses verified financials, nearly two decades of proprietary data, and a transparent methodology to produce valuation estimates advisors can defend in any planning conversation.
- BizEquity Team
Advisors who stop at traditional planning risk missing the most valuable opportunity in wealth management: business owners. Specialized designations like CEPA™, CLU®, ChFC®, and RICP® equip advisors to address valuation, succession, exit strategy, and retirement income, while tools like BizEquity turn that expertise into immediate, data-driven insight. Together, credentials and technology enable advisors to move beyond referrals and become true strategic partners to business owner clients.
- Cal Parker
In this episode of The Valuation Edge, Kevin Saad, Senior Director of Customer Success at BizEquity, sits down live at the Exit Planning Summit in Nashville with Eric Togneri, President of Neri Capital Partners and founder of Exit on Top, to explore why valuation isn't just a tool. It's a philosophy.
- BizEquity Team
BizEquity’s Exit Readiness feature was introduced, demonstrating how advisors identified hidden risks, uncovered planning gaps, and guided clients toward stronger transition outcomes. The session explored how evaluating both personal and business factors, beyond just valuation, created opportunities for deeper conversations around succession, tax strategy, and long term planning. Attendees walked away with a clear framework to help clients prepare for what came next.
- BizEquity Team
See how Mark Dorman uses BizEquity to help business owners increase value by 35% over three years through structured, valuation-driven exit planning.
- BizEquity Team
Learn how exit readiness drives 20–50% higher business value and why advisors who focus on value creation, not just valuation, are best positioned to guide clients to successful exits.
- Scott Gabehart, Chief Valuation Officer
