Did you know that when business owners decide to sell a company, 80% of them will be sold at a discount? As an advisor, you can help your owner clients avoid these unfortunate circumstances by providing an accurate business valuation for them at every lifecycle of their business. Tim Meinhardt, owner and Founder of Atruity, understands the reality of owning and building a business all too well. Through his partnership with BizEquity, Tim was able to add value to his own firm while helping enterprise business owners find out how much their business is worth so that they can achieve their personal and business goals. Read the full case study for Atruity on our website here: https://bzq.io/3XGwmV9
BizEquity
Desktop Computing Software Products
Philadelphia, Pennsylvania 3,158 followers
Helping financial professionals create more valuable relationships with business owners! Visit www.BizEquity.com™
About us
BizEquity's valuation software allows financial professionals to generate accurate, on-the-spot business valuations and business insights for their clients. Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquity’s cloud-based platform to deliver greater value to their clients, differentiate their services, generate additional revenue streams, and connect with prospective clients. What was traditionally an expensive, time-intensive, and invasive process, has now been streamlined and significantly reduced in cost by BizEquity's software. Developed and supported by valuation experts with first-hand experience, BizEquity is works with over 850 leading professional advisory firms in the US, Europe, and Asia. Their patented software is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth. Visit our site at www.BizEquity.com Or request a Demo at https://www.bizequity.com/demo
- Website
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https://www.bizequity.com
External link for BizEquity
- Industry
- Desktop Computing Software Products
- Company size
- 11-50 employees
- Headquarters
- Philadelphia, Pennsylvania
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Business Valuation, Business Services, Management Consulting, Business Optimization, Financial Advising, Insurance , Financial Services, and Accounting
Products
Locations
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Primary
Get directions
123 S Broad St
Suite 1000
Philadelphia, Pennsylvania 19109, US
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Get directions
435 Devon Park Drive
BLDG 500
Wayne, PA 19087, US
Employees at BizEquity
Updates
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Ever wonder how other firms find success? We’re helping unlock the secrets to building a successful, sustainable business by featuring in depth conversations with growing firms that have developed working strategies for serving business owner clients. This week, we’re featuring Eric Miller, Co Founder and Chief Financial Advisor at Econologics Financial Advisors He’ll discuss: ✅ The Econologics secret to working with small business owners ✅ How BizEquity adds value and empowers profitable client relationships ✅ Best practices for incorporating BizEquity into your firm Join us this Thursday, June 27th at 2:00 ET or register to receive a copy of the recording. Register here: https://bzq.io/3RJ9d0f
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BizEquity reposted this
Tomorrow the BizEquity Advisor Speed Demo drops with Brent Heflin & Diana Cabrices! 📌1 EST on all our social channels. 📌Learn More: https://bzq.io/3JRCH88
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BizEquity reposted this
BizEquity - Helping Financial Professionals Engage Business Owners With Cloud-Based Valuation Services
BizEquity had an amazing few days alongside the brightest minds in exit planning at The Exit Planning Summit in Marco Island! Thanks to Scott Snider and The Exit Planning Institute for your partnership and your inspiring vision for the industry!
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Just for you: the latest resources, updates from the road and more in our latest newsletter. 📬 #BusinessValuation #ValuationSnapshot #CompanyGrowth
Here's what's new with BizEquity this month
BizEquity on LinkedIn
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Ready to specialize? 2024 is expected to be the year of engagements, making this the perfect time for advisors to tap into this lucrative market. From jewelers to wedding planners, photographers to caterers, there's a wealth of opportunities to provide financial guidance to businesses in the wedding industry. Find out more about this thriving niche, and others, in our latest blog post: https://lnkd.in/gzrfbskj #FinancialAdvisor #AdvisorMarketing
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Introducing the Prospecting Tool that changes everything. Leverage a database full of pre-valued businesses, best-practice marketing expertise, and time-saving communication assets to attract and engage clients. We can help you drive new business in just 3 simple steps: 1️⃣ Define and Find you Ideal Prospects 2️⃣ Gather Essential Background Data 3️⃣ Customize our Outreach Templates Book a demo today: https://lnkd.in/gabG49bF #BizEquity #Prospecting #BusinessValuations #EquityValue
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Tired of paying hefty hourly rates for business valuations? With BizEquity, you can obtain your valuation online for a flat rate, saving both time and money. Our platform has valued over 33 MILLION small businesses worldwide, providing accurate assessments quickly and efficiently. Ready to unlock the power of online business valuation? https://lnkd.in/gThrhpr7 #BusinessValuations #EquityValue #BizEquity
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EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It's a key valuation metric used by businesses to gauge their operating performance and approximate cash flow. Why is EBITDA important? Because it strips away external accounting factors and non-operating expenses, giving a clearer picture of a company's true operating performance. #BusinessValuations #EquityValue #BizEquity
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