BizEquity

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

09/01/2026

Hear directly from the advisors, CEPAs, and exit planning professionals who use BizEquity every day.

From saving hours of manual work to giving business owners a valuation they can actually trust, they share what BizEquity means for their practice and their clients.

Ready to see the BizEquity difference for yourself?

Request a demo today: bizequity.com

08/27/2026

Here's what advisors are saying about BizEquity.

Game changing reports. Hours saved. Credibility in front of clients. A valuation tool that educates both the advisor and the business owner in the room.

Professionals using BizEquity aren't just running valuations. They are building deeper relationships, delivering more value, and positioning themselves as the most important person in their client's financial life.

Ready to see the BizEquity difference for yourself?
Read more: https://www.bizequity.com/posts/what-exit-planning-professionals-are-saying/

08/26/2026

Most business owners have no idea what their company is worth.

98% don't know its value, 75% have no exit plan, and 78% are counting on the sale to fund their retirement.

That's where BizEquity steps in. Advisors use it to bring clarity and a defensible valuation to every client conversation, becoming the most trusted voice in their clients financial life.

Visit bizequity.com to see how firms like yours are putting it to work.

08/25/2026

Christy Bender, CEPA, Founder and Principal at Summit Exit Planning, calls BizEquity a game changer and she means it.

Accurate data, reports clients can actually read, and the confidence to walk into every engagement as a true specialist and value creator. That combination is rare. BizEquity makes it repeatable.

Visit bizequity.com to get started.

08/20/2026

Business valuations used to take 4 to 8 weeks and cost up to $20,000. Today it is an on-demand service any advisor can offer in minutes.

That shift changes everything about how advisors engage with business owner clients. Valuation is no longer just a transaction tool. It is the starting point for conversations around retirement, succession, tax strategy, insurance, and long-term wealth creation.

BizEquity's latest guide breaks down how advisors are using valuation as a service to deepen relationships, differentiate their practice, and deliver a more complete picture of their clients' financial lives.

Download the guide: https://www.bizequity.com/downloadable-content/valuation-as-a-service-the-role-of-technology-in-the-advisor-business-owner-relationship/

08/19/2026

CEPAs and exit planners are taking notice.

Tony Dempsey, CEPA of the Exit Planning Institute says it best: the valuation report is an educational process for both the advisor and the client. That kind of depth is what turns a number into a lasting planning relationship.

08/18/2026

LPL Focus 2026 is a wrap and the conversations in San Diego made one thing clear: advisors are ready to go deeper with their business owner clients.

BizEquity’s sessions on Winning the Business Owner were fully booked, and the energy around business owner planning in the room was electric. The business is often a client’s single largest asset and the advisors who start that conversation early are the ones who win those relationships for life.

Read the full recap: https://www.bizequity.com/posts/bizequity-at-lpl-focus-2026-helping-advisors-win-the-business-owner/

08/14/2026

National Financial Awareness Day is a good reminder that a complete financial picture includes every asset.

For business owners, that means the business itself. It is often the majority of their net worth and the most important number in their retirement plan. Most have never had it valued.

Learn more at www.bizequity.com.

08/13/2026

LPL Focus 2026 is a wrap. What a week in San Diego!

Cal Parker, Kevin Saad, and Patrick Kelley had great conversations with advisors ready to go deeper with their business owner clients, and our Winning the Business Owner sessions did not disappoint.

Thank you to everyone who stopped by Booth 626. If we did not get a chance to connect, visit bizequity.com to learn more.

08/11/2026

Most business owners have a plan to sell their business but no idea what it is actually worth. For Tim Yurek, CEO of Tier 1 Capital, that disconnect was the defining problem in every exit planning conversation he had.

BizEquity changed that. Over 12 years of partnership, Tim has built a practice where 70% of his clients are business owners and every engagement starts with one foundational question: what is this business actually worth?

Read the full case study to see how he does it: https://www.bizequity.com/case-studies/case-study-how-tim-yurek-uses-bizequity-to-consistently-convert-valuations-into-long-term-client-relationships/

Address

123 S. Broad Street
Philadelphia, PA
19109

Telephone

+18442493789

Website

http://www.bizequity.com/

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