|By Business Wire||
|May 8, 2014 10:01 AM EDT||
Dynasty Financial Partners today announced that it is expanding its industry leading integrated wealth management technology platform to include BizEquity, the leading business evaluation tool. BizEquity uses an algorithmic engine valuation system to enable small business owners to determine what their business is worth. Approximately 75% of U.S. small business owners don't know what their business is worth.
"Dynasty's Network Advisors are increasingly working with entrepreneurs and clients who are small and mid-size business owners. This new business evaluation tool enables our advisors to better guide their clients by determining the worth of their business, which is typically the client's largest and most important asset. This provides better information to be included into an overall financial plan, risk management & insurance planning, estate planning and asset allocation," said Tom Petrone, Dynasty's Director of Capital Markets.
"BizEquity is proud to be working with Dynasty, an industry leader in the wealth management space," said Michael M. Carter, CEO of BizEquity. “Dynasty was created by leaders in the global wealth management industry and have created a new way for advisors to engage and deliver better value to their clients and prospects, we are pleased to be added to their powerful platform."
The BizEquity offering on the Dynasty platform provides small business owners access to a detailed report with financial metrics, market comparisons and objective information about the company's health and potential. More information can be found at dynasty.bizequity.com.
BizEquity is the global leader in Business Valuation having valued over 13 million companies. BizEquity is the creator of the industry’s first Valuation as a Service (VaaS tm) cloud based online business valuation platform and service. BizEquity answers the most important question for every business owner – “What is my Business Worth?,” and delivers valuable big data intelligence on their performance and valuation information in real-time. Through its proprietary and patented business valuation online service, BizEquity delivers an online valuation dashboard as well as a customized 22 page detailed business report with four different valuation outcomes in minutes for a fraction of the cost associated with traditional business valuation methods. BizEquity is headquartered in Wayne, P.A., with satellite offices in Singapore, Sao Paulo, and London.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates the finest wealth management capabilities for the industry’s leading independent investment advisor teams. Dynasty offers a customized open-architecture platform of wealth management solutions and technology to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com.
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