BizEquity
AutomatedPatented business valuation platform for financial advisors, accountants, and wealth managers serving business owner clients.
Active plans
3
Total changes
11
Last change
Jun 20, 2026
Price trend
no history
What we know about BizEquity’s pricing
VolatileChanges in 12 months
42
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
—
Not enough peers tracked yet
Current pricing
Advisor (Solo)
customCustom
- customTalk to Sales
- monthlyTalk to Sales
- yearlyTalk to Sales
- 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)
customCustom
- customTalk to Sales
- monthlyTalk to Sales
- yearlyTalk to Sales
- Unlimited Cases Per Advisor
- White-Labeled Portal & Reports
- Advanced Reporting
- Admin
- Advanced Support
- Custom Marketing Materials
- Marketing Toolkit
Enterprise Teams
customCustom
- SSO
- Advanced planning team
- Custom reports
- Custom support & training
- Custom integrations
Price history
Last 11 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.
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