BizEquity

Ever wonder what drives owners to run a business valuation? Or which industry gets valued most often? Or even what the average valuation is per industry? For the answer to those questions and many more, the new BizEquity Almanac has you covered. It’s our first annual research paper based on anonymized data from within our platform that explores key details, trends, and projections behind the thousands of valuations run through our system every year. In it, we delve into: -Average financials across industries -Reasons owners run a valuation -Most popular industries by valuation volume -Much more Download your copy today at: bizequity.com/almanac

Stand out and provide real value to the clients at your advisory firms by offering streamlined, effective exit planning services! With BizEquity's platform, you can easily implement a scalable and comprehensive approach to business valuations, helping clients secure their financial futures and plan strategic exits with confidence. Differentiate your firm and give clients the insights they need to make informed decisions. Read how to get started on our website: https://bzq.io/3zYnZuo

Our latest whitepaper provides insights into how advisors can integrate innovative tools to streamline business valuations and offer deeper, data-driven insights for their clients. By embracing these technologies, advisors can: ? Improve operational efficiency ? Build stronger client relationships ? Remain competitive in a digital-first world Download the whitepaper to explore how technology can elevate your advisory services here: https://bzq.io/4dAW9SN

BizEquity’s Business Valuation Institute is officially back in session! Designed to help BizEquity users provide enhanced value to their clients, the BVI is our learning platform designed specifically for financial professionals. And we are proud to announce that the platform has been revamped and is available once more. Led by instructors Scott Gabehart & Michael M. Carter who have (literally) written the book on business valuation, the BVI strips business valuation down to the essentials, ensuring you have a comprehensive yet concise education. The re-release of the BVI gives BizEquity users the tools and resources to: -Expand their knowledge of the principles of business valuation -Earn the Certified Business Valuation Specialist designation online, at their own pace -Access additional courses and ongoing education Head over to https://lnkd.in/edMzDSc5 to learn more.

At BizEquity, our mission is clear: to improve outcomes for business owners and the professionals who support them by providing greater access to essential business valuation insights. This mission began with a simple, yet critical question: “What’s your business worth?” For many entrepreneurs, understanding the true value of their business can be challenging. That's where BizEquity can help. BizEquity is a platform designed to democratize business valuations for owners of companies of all sizes and industries. We believe every business owner deserves to know the worth of their hard work, and we are committed to making that knowledge both accessible and actionable. By combining cutting-edge technology with deep industry expertise, we enable business owners to understand their company’s financial health, plan for the future, and unlock growth opportunities.

?? Webinar Recap: Be the Trusted Advisor for Small Business Owners We had the pleasure of hearing from industry experts, including Cal Parker, Jacob Leise, and Tim Petrey, CPA, CGMA, who shared their unique perspectives on how to build and scale a successful advisory practice. ?? Key Topics Covered: ~The essential services business owners need from their financial professionals ~How to deliver these services while staying compliant with regulations ~Marketing yourself as a trusted advisor in today's competitive landscape ?? Watch the Recording: https://bit.ly/4glvDzq #WebinarRecap #TrustedAdvisor #SmallBusiness #CPA #BizEquity #AdvisoryServices #BusinessGrowth #FinancialProfessionals #MarketingStrategies

We love seeing our users succeed which is why we're thrilled to congratulate one of our power users, Steve Vesey, and his firm, Exit The Family Business, for their achievements: ?#1 Investment Bank in Massachusetts ?#2 in New England ?#10 Nationwide This recognition comes from Axial's prestigious Q2 2024 Lower Middle Market Investment Banking League Tables. Steve attributes much of their success to their value creation system and the comprehensive, detailed reports generated through?BizEquity. ? We're proud to play a role in their incredible journey! #SuccessStory #BizEquity #MergersAndAcquisitions #InvestmentBanking

With 10,000 business owners retiring each day, it’s astounding that only 1 in 10 knows their business’s true value. This gap represents a huge opportunity for advisors to step in and provide critical value. A clear and accurate business valuation can help your clients make informed decisions about their exit strategy, ensuring a smoother transition and maximizing their retirement outcomes. This added value can lead to stronger client relationships and a more successful advisory practice. Equip your clients with the knowledge they need to navigate their exit with confidence and make the most of their life's work with BizEquity.