Dylan Omara

The All-In-One Business Owner Planning Platform. Planning for the asset that matters most to your client: their business. BizEquity, an AI-powered business owner planning platform, helps advisors serve the clients who hold most of their wealth in a company they built. The process begins with our platform analyzing tax returns and other key business documents, producing a client-ready report within seconds. Those same results populate a dashboard of planning insights, where advisors work across succession, exit readiness, insurance and risk, retirement, and transferable value, covering the areas most owners have never been asked about. Built and supported by valuation experts, BizEquity's patented platform is distributed through leading financial services firms including TD Bank, UBS, PNC, Northwestern Mutual, Equitable, Hightower, and Wealth Enhancement Group. What's your client's business worth?™ Visit www.BizEquity.com or request a demo at https://www.bizequity.com/get-a-demo/