BizEquity

🚀 Webinar Recap: Be the Trusted Advisor for Small Business Owners We had the pleasure of hearing from industry experts, including Cal Parker, Jacob Leise, and Tim Petrey, CPA, CGMA, who shared their unique perspectives on how to build and scale a successful advisory practice. 📌 Key Topics Covered: ~The essential services business owners need from their financial professionals ~How to deliver these services while staying compliant with regulations ~Marketing yourself as a trusted advisor in today's competitive landscape 👉 Watch the Recording: https://bit.ly/4glvDzq #WebinarRecap #TrustedAdvisor #SmallBusiness #CPA #BizEquity #AdvisoryServices #BusinessGrowth #FinancialProfessionals #MarketingStrategies

We love seeing our users succeed which is why we're thrilled to congratulate one of our power users, Steve Vesey, and his firm, Exit The Family Business, for their achievements:  #1 Investment Bank in Massachusetts  #2 in New England  #10 Nationwide This recognition comes from Axial's prestigious Q2 2024 Lower Middle Market Investment Banking League Tables. Steve attributes much of their success to their value creation system and the comprehensive, detailed reports generated through BizEquity.   We're proud to play a role in their incredible journey! #SuccessStory #BizEquity #MergersAndAcquisitions #InvestmentBanking

With 10,000 business owners retiring each day, it’s astounding that only 1 in 10 knows their business’s true value. This gap represents a huge opportunity for advisors to step in and provide critical value. A clear and accurate business valuation can help your clients make informed decisions about their exit strategy, ensuring a smoother transition and maximizing their retirement outcomes. This added value can lead to stronger client relationships and a more successful advisory practice. Equip your clients with the knowledge they need to navigate their exit with confidence and make the most of their life's work with BizEquity.

What's the secret to serving small business owner clients? Find out in this exclusive webinar with Eric Miller, Co-Founder and CFA at Econologics Financial Advisors. Eric discusses his firm’s unique business model, provides tips on how to incorporate Business Valuations into your practice, and talks through his best practices for everything from prospecting to planning, including: - The Econologics secret to working with small business owners - How BizEquity adds value and empowers profitable client relationships - Best practices for incorporating BizEquity into your firm Whether you're an advisor, accountant, or consultant, these actionable tips are designed to help you stand out. Listen here: https://bzq.io/4dRlEQv

Scott Gabehart, Chief Valuation Officer at BizEquity, is weighing in on macro trends to watch for the second half of 2024. Among them, businesses should be aware of the potential for further hikes in interest rates, increased inflation, shifts in consumer behavior and preferences, and new industry regulations. For a deeper dive into these trends and how they might affect your business, check out the full article on BizEquity's website: https://bzq.io/3WQujwH

Does your advisory firm offer exit planning services? If not, you might be missing out on a crucial opportunity to set your firm apart from the competition. Exit planning is more than just preparing for the end of a business journey; it's about providing comprehensive insights throughout the entire lifecycle of a business. By offering this important service, your firm can guide clients through strategic decisions, ensuring they are always in the best position to maximize their business's value and achieve their personal goals. Exit planning services can help your clients: - Understand the true value of their business at every stage - Identify growth opportunities and potential risks - Create a roadmap for succession planning - Optimize business performance to enhance marketability - Ensure a smooth transition and maximize sale proceeds By integrating exit planning into your suite of services, your firm can build deeper, more trusted relationships with clients, positioning yourself as a vital partner in their long-term success.

Discover how one advisor successfully bridges the gap between client needs and budget constraints using BizEquity’s powerful valuation platform. In this informative case study, we dive into the strategies employed by an advisor who leverages BizEquity to provide precise and value-driven solutions. By harnessing the detailed insights and accurate valuations from BizEquity, this advisor can align client expectations with their financial realities, ensuring optimal investment decisions without compromising on quality or effectiveness. Learn how BizEquity’s comprehensive valuation tools empower advisors to meet client demands while maintaining a balance between value and affordability. Unlock the potential to enhance client satisfaction and drive business growth with actionable, data-driven insights! https://bzq.io/3yeDmyg

Help your SBO clients unlock the full potential of their business! BizEquity provides a holistic overview of operations, including 13 critical KPIs to measure the overall financial and operational health of a business. BizEquity can help advisors provide important insights including: - Is the business underperforming? - Out-performing? - Or right in line with the industry average for each KPI Download a sample report from our website here: https://bzq.io/3X1aV0l