About BizEquity
BizEquity is a business valuation platform for financial advisors and business owners. It provides real-time valuation insights, risk analysis, and planning tools to help understand and grow a company's worth.
BizEquity is a business valuation platform designed to empower financial advisors, wealth managers, and business owners with data-driven insights. The software uses a patented hybrid valuation model to deliver real-time assessments of a private company's worth. Key features include AI-powered financial data ingestion from sources like QuickBooks, deep valuation intelligence with industry benchmarks, and qualitative risk analysis. The platform also offers an exit planning module and insurance analysis tools. Pricing is quote-based, with different tiers for solo advisors, teams, and large enterprises. Support is available via email and phone. While the platform offers a robust set of features for valuation and strategic planning, it does not publicly list specific software integrations or pricing details, requiring direct contact for a full assessment.
Pros & Cons
- Provides a patented, real-time business valuation engine.
- AI-powered data ingestion automates financial data entry from QuickBooks and tax documents.
- Offers deep valuation intelligence with benchmarks and transparent narratives.
- Includes tools for exit planning, risk analysis, and insurance optimization.
- Designed for financial advisors to enhance client planning conversations.
- Pricing is not publicly listed and requires contacting sales.
- The platform is not a certified appraisal tool, but a software-generated estimate.
- No free trial is mentioned on the website.
- Specific software integrations are not detailed on the main product pages.
Features
Key features
Automatically extracts financial data from tax returns, statements, and QuickBooks to streamline the valuation process.
Provides strong benchmarks, clear multiples, and transparent narratives for defensible business valuations.
Reveals key value drivers and risks, including owner reliance, revenue concentration, and operational efficiency.
Allows advisors to model exit timelines and project valuation trajectories to inform strategic decisions.
Identifies and quantifies insurance needs based on the business valuation, helping to secure appropriate coverage.
Additional features
Features a user-friendly interface with streamlined workflows for quick valuations.
Allows firms to brand the platform and reports with their own logo and styling.
Provides marketing toolkits and custom materials for advisor use.
Offers more detailed reporting options for in-depth analysis.
Supports Single Sign-On for enterprise teams for secure and easy access.
Pricing
Monthly plans
- Starts at 10 Cases Per Advisor
- SmartLink Access
- AI/OCR Tax Reader
- QuickBooks Integration
- Insurance Optimization
- Risk & Operational Insights
- Exit Readiness Assessment
- Action Items
Ideal for high-performing solo advisors focused on depth. Annual discounts available.
Source: vendor pricing page →- Unlimited Cases Per Advisor
- White-Labeled Portal & Reports
- Advanced Reporting
- Admin
- Advanced Support
- Custom Marketing Materials
- Marketing Toolkit
Ideal for scaling firms looking to dominate a local market. Annual discounts available.
Source: vendor pricing page →- SSO
- Advanced Planning Team
- Custom Reports
- Custom Support & Training
- Custom Integrations
Ideal for large organizations requiring tailored solutions.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About BizEquity
BizEquity is a business valuation platform for financial advisors and business owners. It provides real-time valuation insights, risk analysis, and planning tools to help understand and grow a company's worth.
BizEquity Details
BizEquity's In-App Market Place
Does BizEquity have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- Starts at 10 Cases Per Advisor
- SmartLink Access
- AI/OCR Tax Reader
- QuickBooks Integration
- Insurance Optimization
- Risk & Operational Insights
- Exit Readiness Assessment
- Action Items
Ideal for high-performing solo advisors focused on depth. Annual discounts available.
Source: vendor pricing page →- Unlimited Cases Per Advisor
- White-Labeled Portal & Reports
- Advanced Reporting
- Admin
- Advanced Support
- Custom Marketing Materials
- Marketing Toolkit
Ideal for scaling firms looking to dominate a local market. Annual discounts available.
Source: vendor pricing page →- SSO
- Advanced Planning Team
- Custom Reports
- Custom Support & Training
- Custom Integrations
Ideal for large organizations requiring tailored solutions.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Provides a patented, real-time business valuation engine.
- AI-powered data ingestion automates financial data entry from QuickBooks and tax documents.
- Offers deep valuation intelligence with benchmarks and transparent narratives.
- Includes tools for exit planning, risk analysis, and insurance optimization.
- Designed for financial advisors to enhance client planning conversations.
- Pricing is not publicly listed and requires contacting sales.
- The platform is not a certified appraisal tool, but a software-generated estimate.
- No free trial is mentioned on the website.
- Specific software integrations are not detailed on the main product pages.
BizEquity's Support Options
Email Address
support@bizequity.comContact
267.692.8229BizEquity's Alternatives
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Sabboath Analytics
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