Man with laptop

Dynasty Financial expands platform with addition of BizEquity

Dynasty Financial Partners is expanding its integrated wealth management technology platform to include BizEquity, a business evaluation tool.

BizEquity uses an algorithmic engine valuation system to enable small business owners to determine what their business is worth.
 
Approximately 75 per cent of US small business owners do not 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," says Tom Petrone, Dynasty's director of capital markets.
 
"BizEquity is proud to be working with Dynasty, an industry leader in the wealth management space," says 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."

Further reading



Upcoming events

2 days 16 hours from now - Dubai
2 days 16 hours from now - California
2 days 16 hours from now - New York
3 days 16 hours from now - Hong Kong

Upcoming training

Mon, 10/11/2014 (All day) - London
Mon, 10/11/2014 (All day) - London
Thu, 13/11/2014 (All day) - London