Boost Revenue with Business Valuation Services

BizEquity enhances your role as a trusted advisor, helping clients understand the value of their most significant asset - their business. With BizEquity, you can:

Accurately assess their business value to make informed financial decisions and optimize tax strategies
Leverage Client Advisory Services (CAS) to streamline financial operations, improve cash flow management, and drive business performance
Advise clients on comprehensive succession, estate, and retirement planning to ensure a smooth transition and protect their legacy

Learn More

of the world’s 200 million small businesses don’t know their true value.¹

Find out how BizEquity can help you
and your business owner clients

Calculate a client’s business value in just minutes with a patented tool.

Track critical success factors that can impact your clients’ valuations.

Capture and convert new clients with a valuable new service offering.

Create opportunities to offer retirement planning, strategic business planning, exit planning and more.

Provide ongoing, instrumental value with annual client valuations.

Deliver customized business insights and benchmark data, enabling proactive advisory

Case Study

Helping clients to understand the value of their business

BizEquity has been a powerful tool for us because it’s not limited to specific industries, allowing us to provide another value-added service essential to helping our clients reach their business goals.

Patrick Strausbaugh, Managing Partner | Oak CPAs

BizEquity

You can help your business clients discover the worth of their life’s work while demonstrating your role as their strategic advisor. Offering a business valuation and CAS has never been easier for your firm with BizEquity

Complete the form to receive a sample report to share with clients and learn more about our exclusive 20% discount for ADP users. Or try the FREE valuation calculator below and see more of what the platform has to offer.²

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IBISWorld Industry Report Business Valuation Firms, 2019.
A 20% discount is applied to either BizEquity Accountant Office package. All offers are valid for new BizEquity clients only. The first business valuation is complimentary for any accounting firm that is referred through ADP. Must be an accounting professional with a valid Accountant Connect account.