BizEquity Partners With Orion Advisor Services

BizEquity has partnered with Orion Advisor Services the premier portfolio management solution provider for registered investment advisors, to increase the service and support that advisors can offer to small business owners, including the ability to determine the true value of their businesses.

Advisors can also use the tool to learn the valuation of their own practice, a vital piece of information as M&A activity intensifies in the financial services industry.

To build the integration, BizEquity partnered with Orion in a whirlwind, 48-hour hackathon on December 18-19, 2018.  Together, they rapidly transformed an industry observation during a keynote into a finished, tangible product for advisors, a testament to the skill and agility of the developers from both companies.

The result is a single sign-on access to BizEquity's valuation service within the Orion platform.

Embedded within the Orion Client Portal, BizEquity's company valuation questionnaire can easily be shared with clients at a fraction of the time and expense of a traditional valuation.

BizEquity's data-driven service compares a client's business to more than 17 million others businesses spread across 30 key sectors.

Michael M. Carter, Founder & CEO of BizEquity, said:

"As the market leading resource to help advisors better care for and prospect for business-owning clients, we are proud to partner with Orion.

This integration is as much about technology as it is about our shared mission and culture of helping advisors win by better serving their clients.  Business owner capital accumulations represent one of the largest and last implemented solutions of the wealth technology revolution for advisors."

Eric Clarke, CEO, Orion said:

"This integration spotlights a tremendous opportunity for advisors: we can expect $12 trillion of privately-owned business value to change hands in the coming years, but only 2 percent of business owners actually know the worth of their most important asset. By integrating BizEquity's data-driven valuation experience into our platform, we're giving our users the power to effectively stake their claim on a gold mine of potential value and fiduciary management in their practice."

In addition to the integration, BizEquity and Orion will soon release a business owner resource center in a joint effort to better prepare advisors to capitalize on this huge opportunity.

To learn more about how Orion users can take advantage of BizEquity's valuation service, register here for a Feb. 20th webinar.


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