Biz Equity

Biz Equity

Advisor Office

Use Advisor Office to remove difficult obstacles most advisors face.

  • 8 of 10 advisors leave the profession due to poor prospecting
  • 40% of business owners don’t have life insurance
  • How can advisors perform annual financial planning for their biggest clients without knowing what their business is worth?
  • How can you reach more and keep more of your most important clients?

Banker Office

Imagine filling your loan and deposit pipeline today with highly qualified, eager to grow small business owners… add BizEquity to your suite of offerings!

  • Better inform your business-owning clients and show your ongoing value
  • Move beyond tax planning and into business consulting and business planning
  • Help the nearly 10 million business owners looking to sell their business in the next 8 years