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BizEquity

Business valuation software for advisors and their clients.

"BizEquity provides automated business valuation software for financial advisors and their clients. The platform enables RIAs to quickly and cost-effectively generate business valuations for estate planning, exit planning, and other financial planning scenarios, helping them offer more comprehensive services."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #202 in Wealth Utilities
Validated Adoption
26 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated business valuation reports
Client data integration
Scenario planning and analysis
Branded client reports
Benchmarking against industry peers

Primary Use Cases

Attracting business owner clients
Valuation for estate planning
Valuation for exit planning

Agentic Intelligence Briefing

"BizEquity empowers RIAs to provide business valuation services, enabling them to better serve business-owner clients and expand their advisory capabilities."

Real-time Forensic Synthesis

Competitive Strengths

Automated business valuations
Client acquisition tool
Integration with financial planning software

Adoption Hazards

Accuracy of valuations dependent on data input
Can be expensive for smaller RIAs
May not be suitable for all business types

Stack Compatibility Profile

How BizEquity integrates into institutional RIA stacks.

26 Firms Analyzed
Nitrogen Wealth
92%
Stack Correlation
Riskalyze Online
92%
Stack Correlation
NDEX
81%
Stack Correlation
ROL
81%
Stack Correlation
Morningstar Office
81%
Stack Correlation
Elements Financial Planning
77%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to serve business-owner clients
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Valuation multiples
2Manual spreadsheet analysis
3Formal business appraisal firms

Value Proposition

"BizEquity empowers RIAs to attract and serve business owner clients by offering quick and accessible business valuations as part of their planning services."

Audit Your RIA Stack

See how BizEquity fits into your overall tech efficiency score.

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