BizEquity

What BizEquity does

BizEquity is a SaaS platform that provides patented business valuation and owner-planning tools primarily to financial advisors, registered investment advisors (RIAs), and enterprise financial services firms. The core offering is a seven-step (now eight-step with the Exit Valuation Module) valuation methodology powered by a patented algorithm that delivers defensible business valuations in as little as 10 minutes, with AI-driven ingestion of financials from tax returns, statements, and QuickBooks to remove manual data work. Supporting modules include the Report Builder for client-facing deliverables, the Insurance Planning Module for coverage gap analysis, the AI Industry Finder for NAICS classification, Advisor Profiles, and the Private Company Valuation Index, the first benchmarking tool tracking private market valuation trends across industries, regions, and revenue bands. The company is privately held and was acquired by American City Business Journals (ACBJ) in 2019, operating as a subsidiary of the ACBJ conglomerate with distribution reach to 3 million business owners via ACBJ's 45 business journals.

BizEquity monetizes through annual SaaS subscriptions sold to individual advisors plus enterprise licensing agreements with financial institutions, with pricing that is quote-based and tiered by firm size and usage. Go-to-market combines direct sales to independent advisors and RIAs with embedded enterprise distribution through 1,300+ financial services firms, including 7 of the 10 largest broker-dealers and 9 of the top 15 RIAs (TD Bank, LPL Financial, UBS, Northwestern Mutual, Goldman Sachs, PNC, RBC, Equitable, Hightower, Thrivent, Guardian, and Wealth Enhancement Group, among others). The platform also serves CPAs, M&A advisors, and business brokers, and has begun reaching business owners directly through its CEO Advisor experience. Educational offerings include the Business Valuation Institute and the Certified Business Valuation Specialist (CBVS) credential.

The underlying technology stack combines the patented valuation algorithm with proprietary benchmarking data from millions of historical valuations, third-party integration with BVR DealStats for verified private company deal data, and AI capabilities for data ingestion and industry classification. The company is headquartered at 510 Walnut St #400 in Philadelphia, PA, with 11-50 employees, and operates exclusively in the U.S. market. Strategic positioning is anchored on the Great Wealth Transfer opportunity, with messaging and product development increasingly framed around helping advisors guide business-owner clients through exit planning, succession, and intergenerational wealth transitions.

Name

BizEquity

Legal name

BizEquity

Website

https://bizequity.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

BizEquity is a SaaS business valuation platform serving financial advisors, RIAs, and enterprise financial services firms through a patented algorithm and millions of historical valuations, enabling 10-minute defensible valuations and integrated exit, succession, and insurance planning workflows.

Ownership category

akta.pro rank

Product category

Business Valuation Software

NAICS

Software Publishers (5132)

SIC

Finance Services (6199)

akta.pro primary industry

Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

akta.pro secondary industry

Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights) (HDAEAMAD)

Keywords

• Business valuation software
• Advisor valuation platform
• Private company analytics
• Exit planning tools
• Wealth management SaaS

Headquarters

HQ city

Wayne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Platform Subscription: BizEquity operates as a SaaS platform providing business valuation and planning tools to financial advisors and enterprise firms. The platform is accessed through subscriptions, with advisors and firms paying for access to conduct valuations, generate reports, and use planning tools.
2. Enterprise Licensing: Distribution through over 1,300 financial services firms including TD Bank, LPL Financial, UBS, Northwestern Mutual suggests enterprise licensing arrangements with large financial institutions.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

BizEquity provides a patented cloud-based SaaS platform that enables financial advisors and enterprise financial services firms to conduct AI-powered business valuations, exit planning analyses, and insurance optimization for business-owner clients in as little as 10 minutes. The platform ingests financials from tax returns, statements, and QuickBooks, applies a proprietary algorithm against millions of historical valuations, and produces customizable reports plus forward-looking exit projections to anchor comprehensive wealth, succession, and exit planning conversations.

Product overview

BizEquity is a unified WealthTech platform for business valuation and owner planning, delivered as a SaaS platform with integrated modules. The core platform centers on a 7-step (now 8-step with Exit Valuation) valuation methodology providing AI-powered financial data ingestion, deep valuation intelligence, and customizable reporting. Supporting modules include the Exit Valuation Module for forward-looking projections, the Report Builder and Advisor Profiles for customized client deliverables, the Insurance Planning Module for protection gap analysis, and the AI Industry Finder for NAICS code identification. Educational offerings include the Business Valuation Institute (BVI) with Certified Business Valuation Specialist (CBVS) certification. Distribution through the Advisor Network and Success Center enables advisors to serve business owners. The platform integrates with BVR DealStats for market comps and processes data from QuickBooks and tax returns. Key differentiator is the combination of real-time valuation with macro-level benchmarking via the Private Company Valuation Index.

Differentiator

Problem solved

Functional benefit

Brands

• CEO Advisor: A direct-to-business-owner experience providing tailored business valuation and connections with financial professionals.
• Advisor Office
• Business Valuation Institute (BVI)
• Private Company Valuation Index

Products and services

• BizEquity Platform Cloud-based SaaS business valuation and owner planning platform with AI-powered financial data ingestion, customizable reporting, and a patented valuation algorithm used by financial advisors and enterprise financial services firms to value private businesses.
• CEO Advisor Direct-to-business-owner experience providing tailored business valuation access and connections with financial professionals for business owners seeking valuation insights outside of the advisor-led flow.
• Business Valuation Institute (BVI)

Quantifiable outcome

• 35% average increase in client business value over three years with structured, valuation-driven exit planning
• +5 more outcomes

Named customers19 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability6 records

Feature8 records

Partnerships

Four partnerships are on record, tiered core and minor.

• American City Business Journals (ACBJ)coreStrategic or Co-development Partner · 10 January 2026Landmark collaboration to launch the Private Company Valuation Index - the first benchmarking tool designed specifically to track valuation trends across the private market. Built on BizEquity's proprietary dataset of millions of historical valuations, the Index delivers real-time insight into how private company values are shifting across industries, regions, and revenue bands. ACBJ reaches over 3 million private business owners daily through 45 business journals.
• Business Valuation Resources (BVR)coreTechnology or Integration · 25 March 2025Integration with BVR's DealStats Platform provides access to the industry's most comprehensive private and public company data, including the world's largest database of verified financial statements and deal terms. The integration adds a new 'Deal Stats Summary Multiples' page to BizEquity reports, enabling advisors to address key client questions with precise data, identify industry trends, and deliver auditable recommendations.
• Business Valuation Resources Leadership CouncilminorStrategic or Co-development Partner · 1 August 2024Scott Gabehart joined the BVR Leadership Council, an exclusive body of valuation experts, innovators, and visionaries formed to unite the profession and drive innovation in business valuation.
• International Society of Business Appraisers (ISBA)minorStrategic or Co-development PartnerBizEquity's Chief Valuation Officer Scott Gabehart was appointed to the ISBA Board of Advisors. ISBA is one of only five U.S. professional associations authorized to conduct valuation work for SBA-guaranteed change-of-ownership loans.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Salesforce Financial Services Cloud: Enterprise CRM platform tailored for financial services firms including broker-dealers and RIAs. Comparable as enterprise infrastructure that large financial firms could extend with custom business valuation workflows as an alternative to BizEquity.
• Orion Advisor Solutions: Wealth management technology platform providing portfolio accounting, reporting, and advisor tools to large enterprises including broker-dealers. Comparable as an enterprise advisor technology vendor embedded in large financial firm workflows.
• Addepar: Wealth management analytics platform serving large RIAs and broker-dealers with portfolio reporting and aggregation. Overlaps with BizEquity in serving financial advisors with enterprise data platforms and could expand into private business valuation as a use case.
• Abrigo (formerly Sageworks): Financial services software platform providing data, analytics, and lending solutions to banks and credit unions. Comparable as a SaaS data platform serving US financial institutions with risk and analytics tools relevant to commercial clients.

Direct peers

• MoneyGuidePro: Goal-based financial planning software widely used by US financial advisors. Directly comparable as an enterprise-distributed financial planning tool for advisors, though BizEquity specializes in business valuation rather than personal financial planning.
• RightCapital: Cloud-based financial planning software for advisors. Directly comparable to BizEquity as SaaS planning software for independent and enterprise financial advisors, particularly suited to business owner planning workflows.
• eMoney Advisor: Financial planning software for advisors, owned by Fidelity. Closely comparable in serving US financial advisors with planning tools, with BizEquity's business valuation capability serving a parallel need for advisors serving business-owner clients.

Others

• Valuation Research Corporation: Global business valuation and financial advisory firm. Adjacent comparable providing valuation services that BizEquity increasingly automates, representing a traditional incumbent that BizEquity's SaaS model disrupts.
• BizBuySell / BizQuest (business marketplaces): Online business-for-sale marketplaces providing valuation insights and benchmarks for small businesses and brokers. Adjacent comparable as a data-and-benchmarking source for private company valuations, though more transactional than advisory in nature.

Emerging players

• NxStep (Succession Institute): Exit planning education and practice management platform for financial advisors. Comparable as an enabling platform for advisor-led business owner planning, with partial overlap in exit planning workflows BizEquity supports via its Exit Valuation Module.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/BizEquity
• YouTubeyoutube.com/channel/UCFOgWdYVRXHvyrFPpJ-cH1g
• Facebookfacebook.com/249117161767966
• LinkedInlinkedin.com/company/1439333

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BizEquity