BizEquity
AutomatedPatented business valuation platform for financial advisors, accountants, and wealth managers serving business owner clients.
BizEquity has 3 plans: custom pricing for larger teams. We have not recorded a price change.
BizEquity plans and prices
Advisor (Solo)
Custom
- Starts at — 10 Cases Per Advisor
- SmartLink Access
- AI/OCR Tax Reader
- QuickBooks Integration
- Insurance Optimization
- Risk & Operational Insights
- Exit Readiness Assessment
- Action Items
Advisor Office (3+ Advisors)
Custom
- Unlimited Cases Per Advisor
- White-Labeled Portal & Reports
- Advanced Reporting
- Admin
- Advanced Support
- Custom Marketing Materials
- Marketing Toolkit
Enterprise Teams
Custom
- SSO
- Advanced planning team
- Custom reports
- Custom support & training
- Custom integrations
Price history
Last 10 recorded changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 20, 2026 | Enterprise Teams | New plan | — | — | — |
| Jun 20, 2026 | Advisor Office (3+ Advisors) | New plan | — | — | — |
| Jun 20, 2026 | Advisor (Solo) | New plan | — | — | — |
| Jun 20, 2026 | Enterprise Teams | New plan | — | — | — |
| Jun 20, 2026 | Advisor Office (3+ Advisors) | New plan | — | — | — |
| Jun 20, 2026 | Advisor (Solo) | New plan | — | — | — |
| Jun 20, 2026 | Enterprise Teams | New plan | — | — | — |
| Jun 20, 2026 | Advisor Office (3+ Advisors) | New plan | — | — | — |
| Jun 20, 2026 | Advisor (Solo) | New plan | — | — | — |
| Jun 19, 2026 | Enterprise Teams | New plan | — | — | — |
Showing the most recent 10 changes. Full history back to 2023 is available through the developer API.
Other Finance & Accounting products
No confirmed alternatives yet.