BizEquity

Advisors don't have time to manually enter years of tax returns.

BizEquity's AI-powered data ingestion pulls financials directly from tax returns, statements, and QuickBooks, turning that data into KPI-level insights: receivables efficiency, leverage, cash conversion, and more.

Less busy work. Clearer answers. Next steps advisors can actually act on.

Learn more at BizEquity.com

Why advisors are getting certified through the Business Valuation Institute:

- Led by Scott Gabehart, author of ""The Business Valuation Book""
- 20 hours and 300 pages of content-rich material
- The only fully-online business valuation course available
- Self-paced, so it fits around a full client calendar

One certification. A stronger practice.

Get certified today:
https://www.bizequity.com/business-valuation-institute/

"We know what your IRA is worth. We know what your investments are worth."

Adam Tabak's next line is the one that changes everything: "But the biggest asset on your balance sheet is your business."

He built a white-glove valuation service around that gap, and it's now generating six figures in new revenue for his firm, on top of deeper, more confident client relationships.

Read how Adam built a business around his clients' biggest blind spot:

https://www.bizequity.com/case-studies/case-study-how-adam-tabak-used-bizequity-to-build-a-white-glove-valuation-service-that-transforms-business-owner-planning/

Anyone can claim they understand business valuation. Not everyone can back it up with a certification.

The Certified Business Valuation Specialist (CBVS) designation is a real, accredited course through BizEquity's Business Valuation Institute, taught by Scott Gabehart, who spearheaded BizEquity's valuation algorithm and wrote the book the industry teaches from.

When a client asks about your credentials, this is the answer.

Read more about the Business Valuation Institute:
https://www.bizequity.com/posts/elevate-your-expertise-with-bizequitys-business-valuation-institute/

September is Life Insurance Awareness Month.

For business owners, life insurance often plays a bigger role than most people realize, funding buy-sell agreements, protecting against the loss of a key person, or backing a disability buyout if a partner can no longer work.

Each of these ties back to one thing: what the business is actually worth.

Because protecting your business also means protecting the life you've built around it.

Learn more at BizEquity.com

Procrastination Tax (n.): the wealth a business owner quietly forfeits by waiting too long to plan for their exit.

It doesn't show up as a single charge. It shows up as earnings never optimized, a valuation multiple that never gets fixed, deal terms negotiated from weakness, taxes that could've been avoided, and succession risk left unaddressed.

Add it up, and it can consume 20% to 50% (or more) of an owner's potentially realizable wealth.

And the clock is already running. The Great Wealth Transfer is underway, $14 trillion in business wealth changing hands by 2033. The only way to stop paying this tax is to start with the number: what the business is actually worth, today.

Get the full breakdown of the Procrastination Tax:

https://www.bizequity.com/downloadable-content/the-great-wealth-transfer-the-advisors-role-in-avoiding-the-procrastination-tax/

"Winning Business Owners" isn't just the name of our session at Cambridge Ignite, it's the opportunity most advisors are still leaving on the table.

Jake and Mario spent three days making that case directly, one conversation at a time.

The takeaway advisors kept coming back to: business owners are the biggest planning opportunity in the industry right now, and most firms still aren't built to capture it.

Didn't catch us at Cambridge? Head to bizequity.com, we'd love to keep the conversation going.

Future Proof is officially a wrap.

We met with so many new faces, advisors, and future business partners across four incredible days in Huntington Beach.

As the world's largest wealth festival, Future Proof brings together the people shaping the future of the finance industry, and being part of those conversations reminded us why we do what we do.

Thank you to everyone who took the time to connect with us. If we did not get a chance to connect, visit bizequity.com to learn more.

Until next year, Future Proof!

BizEquity isn’t a one-time tool.

For Michael Moran of CFG Brokerage Network, it’s the engine behind every stage of the business owner journey. From protection planning to legacy, see how Michael uses BizEquity to turn a single valuation into a comprehensive client relationship that spans insurance, AUM, estate planning, and beyond.

Read the full case study: https://www.bizequity.com/case-studies/case-study-how-michael-moran-uses-bizequity-to-guide-business-owners-through-every-stage-of-their-financial-journey/