BizEquity

Do you understand Seller’s Discretionary Earnings (SDE)? It’s the ultimate financial metric for single business owners. Also known as adjusted cash flow or total owner’s benefit, SDE gives you the full picture of what you stand to gain annually from your business.

While EBITDA is commonly used by large businesses, SDE is the go-to for small business valuation. Why? Because SDE includes owner’s salary and benefits, giving a more accurate reflection of what the owner actually takes home. So, if you’re a small business owner, SDE is your golden ticket to understanding your true earnings potential.

Just for you: the latest resources, best of the blog and more in our latest newsletter. 📬

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Selecting the right NAICS code is critical for accurate valuations. Now you won't have to worry. Introducing Industry Finder!

With our AI-powered Industry Finder, users can now effortlessly pinpoint the correct NAICS code by simply inputting a text description of their business.

Learn all about it here:
https://fox40.com/business/press-releases/cision/20240307PH53335/bizequity-announces-new-ai-powered-naics-search-tool-the-ai-industry-finder/

Don't miss our TOMORROW featuring financial advisors and CPAs who have winning frameworks for supporting small business owners.

Why Attend?

-Take advice from experienced professionals: Discover their unique frameworks for supporting small business owners.
-Get proven strategies: Learn how they leverage BizEquity tools like the Prospecting Tool for client acquisition and business valuation integration for building a resilient practice.
-Tailor your marketing: Gain insights on crafting compelling messages that effectively highlight the value of business valuation services.

Ready to take your practice to the next level? It's not too late -- save your spot here: https://register.gotowebinar.com/register/6639357421667351640

The overwhelming majority ​​of small business owners are in the dark about the true worth of their enterprises.

And they are missing out on valuable information because of it.

Join us as Scott Gabehart explains how understanding your business's value can become a compass for strategic growth. https://www.youtube.com/watch?v=Lyoh8n5VOBg

Join us on Tuesday, March 19 at 2 PM ET for a powerful featuring financial advisors and CPAs who have winning frameworks for supporting small business owners.

This webinar will cover:

-The essential role of business valuations in client service.
-Prospecting like a pro using BizEquity's powerful tools.
-Building a flexible and prosperous business model.
-Crafting targeted marketing strategies for maximum impact.
-Tailor marketing strategies to effectively highlight the value of business valuation services.

Ready to take your practice to the next level? Save your spot here: https://register.gotowebinar.com/register/6639357421667351640

📣 Today we announced the upcoming release of our latest innovation: the AI-Powered NAICS Search tool known as Industry Finder.

The Industry Finder addresses a common challenge faced by users of their patented Business Valuation and Client Engagement Platform: the uncertainty of selecting the right NAICS code for a business. With its intuitive interface and powerful capabilities, the Industry Finder is poised to eliminate the guesswork associated with industry classification, empowering users to make data-driven decisions with confidence.

"The Industry Finder represents a significant step forward in simplifying industry classification and streamlining the valuation process. By harnessing the power of AI, we're enabling our users to save time, reduce errors, and unlock valuable insights into their businesses." - James Barnes, CTO

Learn more here: https://prn.to/3TrmM5N

What's better? Stacks of cash or stacks and stacks of Oreos? 🤔 Find out what your business is worth in the amount of time it takes the average human to consume 5 Oreos. ⏱️ (2 minutes)

Happy stacking! https://bzq.io/49I0jrm

Just for you: the latest resources, new downloadable content, an update from the road and more in our latest newsletter. 📬

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According to CNBC, 98% of business owners don’t know what their business is worth.

That staggering statistic represents a powerful opportunity for financial professionals working with business owner clients to add more value and level up their relationships.

At BizEquity, we’ve made business valuation even more accessible with our new Valuation Snapshot tool, which leverages our proprietary algorithm. In just a few steps, you can generate an estimate of business value for your clients – and it’s completely free.

Give it a try here! https://info.bizequity.com/valuation-snapshot

A feel good blast from the past from our founder and CEO, Michael M. Carter.

Tune in to hear how consumers and investors can separate out true mission driven corporations from those that are merely posturing as mission driven corporations and much more!

Mike Carter - Mission Driven Capitalism — Standard Deviations This week on Standard Deviations with Dr. Daniel Crosby, Daniel speaks with Mike Carter about his new book 'The Mission Corporation.' After years working for legendary tech investor Pete Musser, Mike founded and is CEO of BizEquity. Mike has over 15 years in enterprise software and technology servic

We're thinking about your client's potential tax burden, just like you are.

https://blog.bizequity.com/new-irs-revenue-ruling-2023-2-requires-advisor-client-attention

Are historical industry health indicators reliable?

We answer this question and more in WealthManagement.com 2024 Market Outlook: https://bluetoad.com/publication/?m=62351&i=811613&p=152&ver=html5

Wealth Management Wealth Management 2024 Market Outlook Page 150 2024 MARKET OUTLOOK Are Historical Industry Health Indicators Reliable? BIZEQUITY Interest rates up, home buying down, and an inverted yield curve. Given these and many other indicators, it would be natural to assume that 2023 and 2024 are destined to be bleak. To date, however, truth has proven str...

Join BizEquity and Capitaliz for a free TOMORROW to review 6 key market trends for exit planning in the year ahead!

Scott Gabehart, our Chief Valuation Officer, and Dr. Craig West, Founder & Chairman of Capitaliz will each present the tail - and headwinds for firms planning to exit in the coming year, and how these trends will impact the shifting landscape for advisors in the space.

Register today: b81412b8-d711-4bd7-9fe3-17b00b41c7fa@9aee1673-4d37-4745-b588-2c2b33e4a127" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/b81412b8-d711-4bd7-9fe3-17b00b41c7fa@9aee1673-4d37-4745-b588-2c2b33e4a127

Join BizEquity and Capitaliz for a free next week to review 6 key market trends for exit planning in the year ahead!

Scott Gabehart, our Chief Valuation Officer, and Dr. Craig West, Founder & Chairman of Capitaliz will each present the tail - and headwinds for firms planning to exit in the coming year, and how these trends will impact the shifting landscape for advisors in the space.

Register today: b81412b8-d711-4bd7-9fe3-17b00b41c7fa@9aee1673-4d37-4745-b588-2c2b33e4a127" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/b81412b8-d711-4bd7-9fe3-17b00b41c7fa@9aee1673-4d37-4745-b588-2c2b33e4a127

Just for you: we've got the latest platform updates, what's in the news, the best of our blog and more in our latest newsletter. 📬

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We're thinking about your client's potential tax burden, just like you are.

https://blog.bizequity.com/new-irs-revenue-ruling-2023-2-requires-advisor-client-attention

New IRS Revenue Ruling 2023-2 Requires Advisor-Client Attention In March of 2023, the IRS issued an advance version of Revenue Ruling 2023-2. Learn more about its implications.

ICYMI check out a recording of our live last week detailing all of the great 2023 platform updates and what you can expect from our 2024 Product Roadmap including:
✅ Rapid generation of personalized client reports via a new Report Builder experience
✅ A new worksheet designed to accurately calculate officer compensation
✅ The addition of a new Minority Interest Discounts Module, the first of its kind
✅ A revamped Business Valuation Institute experience
✅ A strategic integration with Quickbooks by Intuit
✅ Advanced Scenario Planning tools

Catch the replay here:
https://bit.ly/49a2z9G https://bit.ly/47X4flM

Are you ready to take 2024 by storm, win new SBO clients, and WOW your current ones?

🚨 Don't forget to tune in today at 2 pm ET to the BizEquity webinar to learn what's new with us and how we can help you!

See you there! 😎 https://register.gotowebinar.com/register/6318309920569886299

Tune in for tomorrow's to learn what’s new at BizEquity!

We’re hitting on changes across our platform, including:
⚡ Rapid generation of personalized client reports via a new Report Builder experience
⚡ A new worksheet designed to accurately calculate officer compensation
⚡ The addition of a new Minority Interest Discounts Module, the first of its kind
⚡ A revamped Business Valuation Institute experience
⚡ A strategic integration with Quickbooks by Intuit
⚡ Advanced Scenario Planning tools

You won’t want to miss this quick-hit session that could change the way you win business in 2024.
https://register.gotowebinar.com/register/6318309920569886299

Tune in to our Thursday to learn what’s new at BizEquity! Click the link to hear more about our new:

1️⃣ Quickbooks Integration
2️⃣ Prospecting Tool
3️⃣ Capitaliz Partnership
4️⃣ Improved Website

https://register.gotowebinar.com/register/6318309920569886299

You asked, we listened! Come see what’s new at BizEquity 🤩

From a reimagined website experience for both business owners and financial professionals to a host of brand new platform enhancements, we’ve taken your feedback to heart and turned it into action.

Here are just a few of the ways we’ve leveled up our Advisor Office Tool:

✅A customizable Report Builder
✅New Minority Interest Discounts Module (DLOC/DLOM)
✅Partnership with Capitaliz
✅Launch of the Business Valuation Institute

Learn more at our upcoming webinar! https://register.gotowebinar.com/register/6318309920569886299

Read up on the latest platform updates, what's new on the podcast circuit, the best of our blog and more in our latest newsletter. 📬

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With a new year a few days away, help your clients start it on the right foot! 2️⃣0️⃣2️⃣4️⃣

Give your clients an updated valuation and start the new year in style! 😎

Check out our overview here: https://blog.bizequity.com/developing-your-niche-targeting-business-owners

Wishing you a season filled with joy, laughter, and festive cheer! 🌟 Our team extends warm holiday wishes to all our clients, partners, and friends.

What's better than the gift of good news during the season? We can help you deliver just that to your clients!

Give your clients a better picture of the worth of their as a gift that will last longer than the holiday season! 🎁 https://info.bizequity.com/giftingvaluation

Do you want to stay up to date on the latest news and insights from the largest online business valuation company?

What are you waiting for? Be the hero for your small business owner clients and sign up for the BizEquity newsletter today! ✔️

https://bit.ly/3RvdHqs

Are you stuck on gift-giving ideas for your clients this season? Give the gift of valuation!🎁

BizEquity’s accurate, real-time business data opens the door for deeper engagement with current and potential clients.

Start gifting now! https://info.bizequity.com/giftingvaluation