BizEquity review
Valuation methods, financial-document extraction and exit planning for advisor-led SMB work.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
BizEquity helps financial advisors and organizations serving business owners estimate company value and support planning conversations. It suits advisors valuing small and midsize businesses, particularly when valuation is part of an owner’s exit planning. Its cloud-based web platform produces downloadable reports in real time, but the vendor says these reports are software-generated estimates rather than certified appraisals, so it is not a substitute for a certified appraisal when one is needed.
The valuation toolkit brings together market and income approaches, with modified DCF analysis for some startups and high-growth firms. Multiples are adjusted for industry, company size and risk. Rather than presenting only one figure, BizEquity provides estimates for asset sale, equity, enterprise and liquidation value. AI/OCR can extract financial information from tax returns and statements, and QuickBooks integration offers a route for bringing in accounting data. The platform also surfaces operational and risk insights, including owner reliance and customer concentration, alongside KPI recommendations and insurance analysis. Advisors can use its exit-planning module to model timelines and valuation trajectories. The support article says valuations can be run with as little as one year of financials and recommends three years.
Pricing is contact-sales. The published plan options distinguish an Advisor (Solo) tier starting at 10 cases per advisor, with SmartLink access, AI/OCR tax reading and QuickBooks integration, from Advisor Office, which includes unlimited cases per advisor, a white-labeled portal and reports, advanced reporting administration and support, and marketing tools. Enterprise Teams adds SSO, custom reports, integrations, support and training. This tier structure makes the product relevant across solo advisors and larger organizations, but buyers must speak with sales to assess cost. Advisors seeking structured valuation and exit-planning tools may find the breadth useful; buyers needing a certified appraisal or transparent pricing should consider alternatives.
BizEquity pros and cons
- Where it wins
- Combines market, income and modified DCF approaches for some firms
- Estimates asset sale, equity, enterprise and liquidation values
- Pairs QuickBooks integration with tax-document extraction and exit planning
- Where it doesn't
- Pricing requires a sales conversation
- Reports are software-generated estimates, not certified appraisals
- Advanced team features are reserved for office or enterprise plans
BizEquity fact sheet, pricing and score →
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