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BizEquity BizEquity is the first and leading online business valuation engine for use by small business owners and the advisors who serve them.

Do you know how to run a business valuation? Can you prove it?The Certified Business Valuation Specialist (CBVS) course ...
10/15/2026

Do you know how to run a business valuation? Can you prove it?

The Certified Business Valuation Specialist (CBVS) course from the Business Valuation Institute is BizEquity's keystone certification, led by Scott Gabehart, VP & Chief Valuation Officer, who literally wrote the book on business valuation.

100% online. Self-paced. A credential that sets you apart.

Learn more at https://www.bizequity.com/business-valuation-institute/

Business owners usually have a number in their head for what their company is worth.Most of the time, that number is wro...
10/14/2026

Business owners usually have a number in their head for what their company is worth.

Most of the time, that number is wrong. ❌

Bruce Willey built his practice around finding that number, using BizEquity to replace guesswork with real data and real insights before any exit or gifting strategy is put on paper.

With results that speak for themselves. âś…

Check out the full case study for exactly how he does it: https://www.bizequity.com/case-studies/case-study-how-bruce-willey-uses-bizequity-to-build-actionable-exit-plans-for-business-owners/

Year-end planning is in full swing. Portfolio reviews. Tax strategies. Retirement contributions.But one conversation kee...
10/13/2026

Year-end planning is in full swing. Portfolio reviews. Tax strategies. Retirement contributions.

But one conversation keeps getting left out: what the client's business is actually worth.

Join Cal Parker, Lee Woodring, and Jui Trivedi to see how a current valuation strengthens five key areas of year-end planning:

- Tax and loss harvesting
- Succession and exit strategy
- Estate and legacy planning
- Insurance and risk management
- Strategic goal setting

Thursday, October 22 | 2:00 to 3:00 PM EDT

Save your spot: https://attendee.gotowebinar.com/register/6750709383001369433

Reported net income on a tax return rarely reflects what a business is actually worth.That's why normalization matters. ...
10/08/2026

Reported net income on a tax return rarely reflects what a business is actually worth.

That's why normalization matters. It strips away the idiosyncrasies of current ownership to reveal a company's true, sustainable earning capacity.

Our latest guide from Chief Valuation Officer Scott Gabehart breaks down the process, the key adjustment categories, and the errors that undermine a credible valuation.

Download the guide: https://www.bizequity.com/downloadable-content/financial-statements-profits-cash-flow-and-normalization/

"Getting a number on the table, even an uncomfortable one, beats speculation every time."That's Doug Marshall's philosop...
10/06/2026

"Getting a number on the table, even an uncomfortable one, beats speculation every time."

That's Doug Marshall's philosophy after years of guiding business owners through transitions.

On this episode of The Valuation Edge, he joins Kevin Saad to unpack:

- Why valuation is the ""litmus test"" for transition readiness
- The family dynamics behind fair treatment among heirs
- Real cases where sale price and calculated value didn't match, and why
- Where AI helps in valuation, and where it still falls short

Watch the full episode:
https://youtu.be/giLwGwsrhtU

Advisors don't have time to manually enter years of tax returns.BizEquity's AI-powered data ingestion pulls financials d...
10/01/2026

Advisors don't have time to manually enter years of tax returns.

BizEquity's AI-powered data ingestion pulls financials directly from tax returns, statements, and QuickBooks, turning that data into KPI-level insights: receivables efficiency, leverage, cash conversion, and more.

Less busy work. Clearer answers. Next steps advisors can actually act on.

Learn more at BizEquity.com

Why advisors are getting certified through the Business Valuation Institute:- Led by Scott Gabehart, author of ""The Bus...
09/30/2026

Why advisors are getting certified through the Business Valuation Institute:

- Led by Scott Gabehart, author of ""The Business Valuation Book""
- 20 hours and 300 pages of content-rich material
- The only fully-online business valuation course available
- Self-paced, so it fits around a full client calendar

One certification. A stronger practice.

Get certified today:
https://www.bizequity.com/business-valuation-institute/

"We know what your IRA is worth. We know what your investments are worth."Adam Tabak's next line is the one that changes...
09/29/2026

"We know what your IRA is worth. We know what your investments are worth."

Adam Tabak's next line is the one that changes everything: "But the biggest asset on your balance sheet is your business."

He built a white-glove valuation service around that gap, and it's now generating six figures in new revenue for his firm, on top of deeper, more confident client relationships.

Read how Adam built a business around his clients' biggest blind spot:

https://www.bizequity.com/case-studies/case-study-how-adam-tabak-used-bizequity-to-build-a-white-glove-valuation-service-that-transforms-business-owner-planning/

Anyone can claim they understand business valuation. Not everyone can back it up with a certification.The Certified Busi...
09/28/2026

Anyone can claim they understand business valuation. Not everyone can back it up with a certification.

The Certified Business Valuation Specialist (CBVS) designation is a real, accredited course through BizEquity's Business Valuation Institute, taught by Scott Gabehart, who spearheaded BizEquity's valuation algorithm and wrote the book the industry teaches from.

When a client asks about your credentials, this is the answer.

Read more about the Business Valuation Institute:
https://www.bizequity.com/posts/elevate-your-expertise-with-bizequitys-business-valuation-institute/

September is Life Insurance Awareness Month.For business owners, life insurance often plays a bigger role than most peop...
09/25/2026

September is Life Insurance Awareness Month.

For business owners, life insurance often plays a bigger role than most people realize, funding buy-sell agreements, protecting against the loss of a key person, or backing a disability buyout if a partner can no longer work.

Each of these ties back to one thing: what the business is actually worth.

Because protecting your business also means protecting the life you've built around it.

Learn more at BizEquity.com

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123 S. Broad Street
Philadelphia, PA
19109

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