BizEquity

BizEquity makes online business valuation software that financial advisors use with clients who own private companies. It sells to independent advisors and to enterprise firms such as broker-dealers, RIAs, banks and insurers, and the company says more than 1,300 firms and 4,000 advisors use it.

An advisor enters or uploads a client's financials, and the software reads tax returns, financial statements and QuickBooks files with OCR and AI to fill in the numbers. It then produces a valuation with industry benchmarks and multiples, typically in a few steps. Qualitative screens flag what drives or limits value, such as dependence on the owner, concentrated revenue, and supplier or customer risk. An exit planning module projects value over time toward a sale, an insurance review points to coverage gaps, and KPI-based action items suggest ways to raise value. Firms can white-label the client portal and reports. The company states that its results are software-generated estimates, not certified appraisals.

BizEquity is based in Philadelphia and was acquired in 2019 by American City Business Journals (ACBJ), the publisher of local business newspapers. In January 2026 the two launched a Private Company Valuation Index built on BizEquity data. Plans come in three tiers, for solo advisors, offices of three or more advisors and enterprise teams, with prices given by quote and monthly or annual billing. Enterprise plans add single sign-on and custom integrations.