Overview

BizEquity's software helps small businesses value what they're worth. Financial Advisors, Wealth Managers, Insurance Agents, Bankers, and Accountants also use it to value their small business clients as a means to help with retirement planning, succession planning, buy/sell, key man insurance, estate planning, M&A, etc. Please check out our website to learn more at ___ I want this site to make Advisors, CPA's, Wealth Managers, and others in the financial services industry aware of this product and the value it creates for them.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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