Skip to main content

Valuation Software for Advisors

Attract, Attain, Retain Business Owner Clients

Schedule a demo today!

Serve More Business Owners More Effectively

Real-time Valuations
Our valuation software delivers accurate, real-time valuations in just seven easy steps.
Prospect Smarter
Use our geolocation prospecting database of over 33 million pre-valued businesses to find and connect with new potential clients.
Valuation History Charting
Track your client’s business value over time, allowing you to map their financial progress on a monthly, quarterly, and annual basis.
Delegate Your Valuation
Share specific pages of the valuation process with the business's accountant or CFO for a secure, seamless transfer of data.

Business case for the average advisor


Average new business owner or shareholder in AUM.


Average duration of client


Average fee - excluding any premium income from insurance


Each new business owner client for you could total.

Current use case for business valuation delivery


Average Business Valuation Fee.

3 weeks

Time it takes to deliver a valuation


Fixed Cost it takes to deliver, per report (FTE and Database)


Number of valuations you can do per year

Business case for commercial loans


Average New Commercial Loan


Basis Points Loan Spread

8 yrs

Average Duration of Loan


Average Life Time Account Value

Provide your clients with a Business Valuation Report that details key metrics to their business' value and gives an in depth view of their financial position.
The BizEquity Insurance Value Report add-on creates a snapshot of potential insurance coverage, based on real-time valuation metrics. It serves as a guide during the needs assessment phase.

What Our Clients Are Saying...

By addressing the value of clients’ most important asset, I provide a service few others can provide.

Andy Brincefield

President & CEO, Consolidated Planning, Inc.

In just three months, I made enough on commission to pay for my BizEquity subscription for the next two years.

Joseph P. Mallee

CEO, Peerless Business Advisors