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financial services
BizEquity is a cloud-based business valuation platform that provides financial professionals and business owners with real-time assessments of business value through a patented seven-step digital process. Founded by Michael Carter, the company aims to make business valuation insights accessible to all businesses, regardless of size or industry. The platform offers a streamlined valuation process that generates comprehensive business valuations much faster than traditional methods. BizEquity provides four distinct value estimates—asset value, equity value, enterprise value, and liquidation value—along with 13 key performance indicators (KPIs) to measure financial health. Users can access competitive insights, customizable reports, and what-if scenario analysis to inform their business decisions. BizEquity serves financial advisors, insurance professionals, business consultants, and business owners, helping them understand their business's value and make informed financial choices. The company has valued over 33 million private businesses globally and is headquartered in Philadelphia, PA.
BizEquity is a cloud-based business valuation platform that provides financial professionals and business owners with real-time assessments of business value through a patented seven-step digital process. Founded by Michael Carter, the company aims to make business valuation insights accessible to all businesses, regardless of size or industry. The platform offers a streamlined valuation process that generates comprehensive business valuations much faster than traditional methods. BizEquity provides four distinct value estimates—asset value, equity value, enterprise value, and liquidation value—along with 13 key performance indicators (KPIs) to measure financial health. Users can access competitive insights, customizable reports, and what-if scenario analysis to inform their business decisions. BizEquity serves financial advisors, insurance professionals, business consultants, and business owners, helping them understand their business's value and make informed financial choices. The company has valued over 33 million private businesses globally and is headquartered in Philadelphia, PA.



BizEquity has been mentioned across 3 podcasts.
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Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
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Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
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Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.