Business Planning Resource Network

What Business Planning Resource Network does

Business Planning Resource Network, LLC is a privately-held advisory and software-enabled services firm headquartered in Greenwood Village, Colorado, serving small and medium-sized business owners in the Denver metropolitan area. The company was founded by a group of business advisors and planners to provide direct online access to business valuation, HR, insurance, and succession planning tools, operating primarily through a self-service website with advisor-supported phone sales.

The firm's product portfolio centers on three core offerings: BizEquity-powered cloud-based business valuations (delivered online after credit-card payment and submission of three years of financial records), the SmarterHR integrated HR management system covering employee administration, payroll, ACA compliance, and HR functions, and EZpayworkerscomp, a pay-as-you-go workers compensation marketplace aggregating national carriers (AmTrust, Chesapeake Employers, Travelers, Zenith Insurance). Adjacent service lines include business succession and estate planning, key man insurance, employment practices liability insurance (EPLI), cyber liability insurance, and HR outsourcing delivered through a partnership with HR Service Inc.

BPRN's business model is a mix of one-time valuation fees, usage-based workers compensation premiums, HR services/outsourcing fees, and commission or referral revenue from affiliated insurance products. The underlying technology is not proprietary—the BizEquity valuation platform is accessed via a vendor relationship, and HR/payroll functionality is delivered through SmarterHR. Marketing is conducted primarily through content-driven digital channels (website, SEO, downloadable resources, webinars) and direct phone outreach, with the firm operating a single location and a regional distribution footprint.

Name

Business Planning Resource Network

Legal name

Business Planning Resource Network, LLC

Website

https://businessplanningresourcenetwork.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Business Planning Resource Network is a private Denver-area advisory firm that bundles online business valuations (via BizEquity), HR administration (SmarterHR), workers compensation, and insurance products for small and medium-sized business owners.

Ownership category

akta.pro rank

Product category

Business Advisory and Insurance Services

NAICS

Insurance Agencies and Brokerages (524210), Custom Computer Programming Services (541511)

SIC

Insurance Agents, Brokers & Service (6411), Services-Computer Programming Services (7371)

akta.pro primary industry

Business Valuation (Private Company & Enterprise) (FSAEAHAA)

akta.pro secondary industry

Workers’ Compensation for Small Business & Pay-As-You-Go Programs (FSAJAEAG)

Keywords

• Business valuation services
• HR management solutions
• Workers compensation
• Business succession planning
• Commercial insurance brokerage

Headquarters

HQ city

Greenwood Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Valuation Services: Business Planning Resource Network has a vendor relationship with BizEquity and markets business valuations through their cloud IT platform. Customers pay for valuation online via credit card and receive a valuation report via email. Historically, business valuations cost up to $8,000; the company offers a cost-efficient alternative through this partnership.
2. HR Services and Consulting: HR Service Inc. provides HR services, tools, techniques, training, coaching and outsourcing solutions to businesses too small to justify hiring a full-time HR professional. Revenue likely generated through service fees or subscriptions.
3. Workers Compensation Solutions (EZpayworkerscomp): Marketplace solution offering workers compensation options from national carriers. Provides pay-as-you-go premium payments integrated with payroll, eliminating down payments and audits.
4. Insurance Products (Key Man, EPLI, Cyber Liability): The company markets and facilitates access to insurance products including Key Man Insurance, Employment Practices Liability Insurance (EPLI), and Cyber Liability Insurance, likely earning commissions or referral fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Business Planning Resource Network packages business valuation (via the BizEquity cloud platform), integrated HR management (SmarterHR), pay-as-you-go workers compensation (EZpayworkerscomp), commercial insurance referrals (Key Man, EPLI, Cyber Liability), and advisory services in succession, estate, and HR planning into a unified offering for small and medium business owners. Customers can self-serve online for a business valuation by paying via credit card, completing a FactFinder form with three years of financial records, and receiving a valuation report by email, while HR and insurance solutions are delivered through partnerships with HR Service Inc. and national workers compensation carriers.

Product overview

Business Planning Resource Network offers an integrated suite of business planning tools and services centered around BizEquity cloud-based business valuation and SmarterHR human capital management. The portfolio includes EzPayWorkersComp for pay-as-you-go workers compensation with payroll integration, business succession and estate planning with exit strategy development, key man insurance for key employee loss protection, EPLI coverage for employment-related claims, cyber liability insurance, and HR outsourcing services. The core products work together to provide business owners with valuation, HR administration, insurance, and succession planning tools accessible through a simplified online platform.

Differentiator

Problem solved

Functional benefit

Brands

• BizEquity: Cloud-based business valuation platform through vendor relationship with BizEquity providing online business valuation services.
• SmarterHR
• HR Services
• Key Man Insurance
• Business Succession and Estate Planning
• EzPayWorkersComp
• EPLI
• Cyber Attacks/Data Breach

Products and services

• BizEquity Online Business Valuation Cloud-based online business valuation service accessed through a vendor relationship with BizEquity; customers pay by credit card, submit a FactFinder form with three years of financial records, and receive the valuation report via email. Marketed to small and medium business owners seeking a fast, cost-efficient alternative to traditional $8,000 business valuations.
• SmarterHR Integrated HR Management System Comprehensive, efficient, paperless HR management system integrating employee administration, payroll, HR functions, and ACA compliance reporting into a seamless online platform. Targeted at small businesses too small to justify a full-time HR hire and demonstrated via no-obligation webinars.
• EZpayworkerscomp Pay-As-You-Go Workers Compensation Workers compensation marketplace solution aggregating competitively priced policies from national carriers (including AmTrust Financial, Chesapeake Employers Insurance, Travelers Companies, and Zenith Insurance) with payroll-integrated pay-as-you-go premium payments that eliminate initial deposits and yearly audits for SMB policyholders.
• Business Succession and Estate Planning Advisory Advisor-led planning service that locks down business value during growth and develops strategies for eventual sale or transition of ownership to the next generation, including comprehensive exit strategy development for SMB owners.
• Key Man Insurance Insurance offering that protects a business against financial loss resulting from the death or disability of a key employee, addressing liquidity needs and operational continuity for SMBs.
• EPLI (Employment Practices Liability Insurance) Risk-management insurance product covering companies against employment-related claims and lawsuits including wrongful termination, discrimination, sexual harassment, retaliation, defamation, and invasion of privacy.
• Cyber Attacks/Data Breach Protection (Cyber Liability Insurance) Cyber liability insurance solution that protects businesses against financial loss from cyber-attacks and data breaches, including coverage for legal defense costs, breach notifications, and identity protection services.
• HR Services (Outsourced HR Consulting) HR outsourcing services delivered through partnership with HR Service Inc., providing HR consulting, tools, techniques, training, coaching, and best-practice compliance guidance for organizations too small to justify hiring a full-time HR professional.

Quantifiable outcome

• Business valuations delivered at a fraction of the historical $8,000 cost
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• BizEquitycoreTechnology or IntegrationBusiness Planning Resource Network has a vendor relationship with BizEquity and markets business valuations through their cloud IT platform. BizEquity provides the technological backbone for the online business valuation process, enabling fast and cost-efficient valuations for business owners.
• HR Service Inc.coreImplementation/ SI/ Consulting PartnerHR Service Inc. provides HR services, tools, techniques, training, coaching and outsourcing solutions to clients of Business Planning Resource Network. They offer guidance, direction, and best-practice HR and compliance techniques for organizations too small to justify a full-time HR professional.
• AmTrust FinancialminorChannel Partner/ Reseller/ DistributorWorkers compensation insurance provider available through the EZpayworkerscomp platform. AmTrust offers competitively priced workers compensation options.
• Chesapeake Employers InsuranceminorChannel Partner/ Reseller/ DistributorWorkers compensation insurance provider available through the EZpayworkerscomp platform.
• Travelers CompaniesminorChannel Partner/ Reseller/ DistributorWorkers compensation insurance provider available through the EZpayworkerscomp platform.
• Zenith InsuranceminorChannel Partner/ Reseller/ DistributorWorkers compensation insurance provider available through the EZpayworkerscomp platform.

Scale indicators3 records

Recent moves6 records

Expansion highlights3 records

Market position

Competitive moat3 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 Business Planning Resource Network