Biz Advisory Board

What Biz Advisory Board does

Biz Advisory Board is a private strategic advisory firm headquartered in Orlando, Florida, founded in 2014 with a team of approximately 11–50 professionals (one source cites 16 team members). The firm provides business valuation, strategic advisory, M&A advisory, capital raise support, and growth consulting services to business owners, founders, investors, buyers, lenders, and startups across the United States, with a primary vertical specialization in Managed Service Providers (MSP). Core productized offerings include the proprietary MSP Business Evaluator, which delivers a 15-second instant valuation with peer benchmarking, and the MSP Business Accelerator, which provides a personalized growth roadmap toward $100M+ revenue. These are complemented by an AI-driven 2-day business valuation service delivered through a core partnership with Keyinsightsai for deal-focused teams.

The firm's underlying technology stack consists of proprietary Business Evaluator and Accelerator platforms and a Business Maturity Model used for peer benchmarking and value driver analysis, with AI capabilities sourced primarily through the Keyinsightsai integration. Distribution is sales-led and inside-sales driven, using Bookafy and Calendly appointment booking, WhatsApp inquiries, and a self-serve MSP Business Valuation Shop, supported by thought leadership content (LinkedIn newsletter, blog, webinars) and an MSP Business Growth Marketplace connecting MSP owners with vetted vendor partners.

The revenue model is professional services combined with productized subscriptions and fixed-fee M&A advisory. Pricing spans MSP Evaluator subscriptions under $100, 409A valuations of $1,000–$7,000+, and M&A advisory fixed fees of $250K–$750K on deals ranging from $10M to $200M, with a stated lowest-fee guarantee against competing proposals. The firm claims 800+ M&A and capital strategy engagements, 634 explicitly named happy clients, and 3,000+ trusted clients, though no revenue figures are disclosed. Lead executive Paul Daigle brings over 30 years of experience, having managed over $1B in assets, raised capital for 130+ organizations, and served on 12 public and private boards.

Name

Biz Advisory Board

Legal name

Biz Advisory Board

Website

https://bizadvisoryboard.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Biz Advisory Board is a private Orlando-based strategic advisory firm providing business valuation, M&A advisory, capital raise support, and growth consulting, with a primary specialization in Managed Service Providers (MSPs). It serves business owners, founders, investors, and buyers preparing for exits, capital raises, and scale.

Ownership category

akta.pro rank

Product category

Business Valuation & Strategic Advisory Services

NAICS

Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Corporate Strategy Advisory (BPAHADAA)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Fairness Opinions & Independent Board Advice (FSAEAGAF)

Keywords

• Business valuation services
• M&A advisory consulting
• Strategic advisory services
• Capital raise consulting
• MSP growth advisory

Headquarters

HQ city

Orlando

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: Professional valuation services for MSPs and general businesses, including instant 15-second MSP valuations, 2-day AI-driven business valuations, and comprehensive valuation reports. Delivered via proprietary Business Evaluator and Accelerator platforms with ongoing advisory support.
2. Strategic Advisory & Consulting: Ongoing strategic advisory, C-suite consulting, executive coaching, and management consulting engagements. Includes capital raise support, M&A advisory, and exit readiness services.
3. Capital Raise Advisory: Advisory services for raising capital including private equity and public capital resources, corporate finance strategy, and CFO-level support. Engagements may include private coaching and peer accountability groups.
4. M&A Advisory: Mergers and acquisitions advisory services with a transparent fixed-fee model covering business valuation, deal preparation, buyer outreach, negotiation, due diligence, and closing support. The company offers a lowest-fee guarantee against competing M&A advisor proposals.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Biz Advisory Board is a strategic advisory firm that provides business valuation, mergers and acquisitions advisory, capital raise support, and growth/scale consulting for business owners and mid-market companies. Its primary specialization is Managed Service Providers (MSPs), with proprietary platforms (Business Evaluator and Business Accelerator) that deliver instant 15-second MSP valuations and data-driven growth roadmaps. The firm also delivers AI-driven 2-day business valuations for deal-focused buyers, sellers, and investors through a partnership with Keyinsightsai.

Product overview

Biz Advisory Board operates as a strategic advisory firm rather than a traditional software product company. The core offering consists of proprietary valuation tools—the MSP Business Evaluator (15-second instant valuation) and MSP Business Accelerator (enhanced roadmap version)—complemented by an AI Business Valuation service (2-day deal-focused valuation). These tools are supported by professional services including Strategic Advisory, Mergers & Acquisitions, Capital Raising, and Business Growth Services. The portfolio also includes educational offerings (MSP Webinars/Workshops) and an MSP Business Growth Marketplace. Together, these products and services form an end-to-end business valuation and growth advisory platform designed for MSPs and mid-market companies preparing for exits, acquisitions, or scaling.

Differentiator

Problem solved

Functional benefit

Products and services

• MSP Business Evaluator A proprietary self-serve valuation tool for Managed Service Providers that delivers an instant 15-second business valuation with peer benchmarking, value driver analysis, and growth insights. It is sold directly online for under $100 and provides MSP owners with a fast indicative value estimate.
• MSP Business Accelerator An enhanced proprietary valuation platform that goes beyond the Evaluator to deliver a personalized growth roadmap for MSPs seeking to accelerate toward $100M+ revenue. Includes actionable next steps, strategic recommendations, investor-ready deliverables, and deal preparation materials.
• AI Business Valuation (2-Day Deal-Focused Valuation) An AI-driven business valuation service delivered in 2 days for buyers, sellers, and advisors. Includes buyer valuations, seller teasers, confidential information memorandum (CIM) creation, and listing preparation, providing clear, decision-ready valuation for selling, planning, or growth.
• Strategic Advisory Executive and strategic advisory services combining advanced financial modeling, peer benchmarking, and actionable strategy development to help companies scale and navigate critical inflection points such as exits, acquisitions, and capital raises.
• Mergers and Acquisitions Services End-to-end M&A advisory services including deal evaluation, structuring, negotiation support, due diligence, and introductions to funding or acquisition partners for companies preparing for capital raises, acquisitions, or exits. The firm uses a transparent fixed-fee model that can save $350K+ versus traditional percentage-based fees.
• Raising Capital Services Capital raise support services including corporate finance consulting, investor-ready insights and materials, introductions to private equity and public capital resources, and deal structuring assistance for companies raising capital.
• Business Growth Services (Grow – Scale) Growth and scale advisory services including C-suite consulting, executive coaching, change management, and turnaround/crisis management for tech companies facing growth challenges or seeking to scale operations.
• 409A Valuation IRS-compliant business valuation for private company stock options, priced by company stage. Early-stage startups pay $1,000-$3,000, growth-stage companies $3,000-$7,000, and mature private companies $7,000+. All reports are audit-ready.
• MSP Business Growth Marketplace A marketplace platform featuring resources, offers, and tools built for MSP growth, providing vetted, vendor-agnostic partners aligned to different stages of MSP business growth.

Quantifiable outcome

• EBITDA margins increased from 11% to 17% for an MSP client within six months of implementing recommended operational improvements.
• +7 more outcomes

Named customers5 records

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Six partnerships are on record, tiered minor and core.

• GLG (Gerson Lehrman Group)minorStrategic or Co-development PartnerFeatured as an affiliation/logo partner on the Biz Advisory Board website, indicating a consulting or research partnership relationship. GLG is a global expert network and research firm.
• TrelusminorStrategic or Co-development PartnerFeatured as an affiliation/logo partner. Trelus appears to be a consulting or advisory-related partner organization.
• MSPTagminorGTM or Marketing PartnerMSPTag logo featured under affiliations section, suggesting a channel or marketing partnership within the MSP ecosystem.
• ExecAA (Executive Alumni Association)minorStrategic or Co-development PartnerFeatured as an affiliation/logo partner. ExecAA is an executive alumni association providing peer networking and accountability group resources.
• Fin-Tech PartnersminorStrategic or Co-development PartnerFeatured as an affiliation/logo partner under the fintech category, suggesting collaboration with financial technology firms or industry groups.
• KeyinsightsaicoreTechnology or IntegrationAI-driven valuation platform partner referenced for 2-day deal-focused business valuations. The company's valuation platform is integrated into Biz Advisory Board's service offerings for buyers, sellers, and deal-focused teams requiring AI and data-driven valuation services.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• ValuAdder: Business valuation software for advisors and business owners, supporting DCF, market multiples, and intangible asset valuation. Comparable in providing tool-enabled valuation workflows for professional advisors.
• Krayden (formerly K&A): Business valuation and advisory firm specializing in complex valuations for tax, litigation, and strategic purposes. Comparable in providing 409A and formal business valuation reports to private companies and their advisors.
• Generational Group: M&A advisory firm serving business owners across the lower-to-middle market with valuation, exit planning, and deal execution. Comparable in targeting the same business owner segment for exit-readiness work.
• Woodbridge International: Middle-market M&A advisory firm offering sell-side, valuation, and exit advisory to private business owners. Comparable in offering fixed-fee engagement models for mid-market transactions.
• Mercer Capital: Specialized business valuation and financial advisory firm serving private companies, lenders, and legal counsel. Comparable in delivering 409A, fairness opinions, and M&A advisory with deep valuation expertise.
• BizEquity: Online business valuation platform delivering automated valuation reports for SMBs and advisors. Direct competitor to Biz Advisory Board's Evaluator product, with comparable self-serve valuation positioning and channel partner model.
• Benchmark International: M&A advisory firm focused on selling privately held businesses, primarily in the lower middle market. Comparable in providing full-lifecycle sell-side advisory with transparent fee structures.

Broad incumbents

• West Monroe Partners: Large management and technology consulting firm serving mid-market and enterprise clients across industries including technology services. Comparable in providing strategic advisory and operational improvement work, but at much larger scale and broader scope.
• AE Business Solutions / Ascendum Partners: Strategic advisory and growth consulting firm supporting mid-market companies with value creation, exit readiness, and operational improvement. Comparable in targeting owner-led businesses for advisory and exit preparation work.
• Pivot Point Consulting: Healthcare IT and MSP-focused consulting firm providing strategic advisory, M&A support, and operational improvement to managed service and technology provider clients. Comparable in serving the MSP/Tech services vertical with strategic guidance.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/BizAdvisoryBoar
• YouTubeyoutube.com/@bizadvisoryboard5418
• LinkedInlinkedin.com/company/biz-advisory-board

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Biz Advisory Board