BizEquity
BizEquity is a cloud-based business valuation platform that helps financial advisors, accountants, and business owners generate accurate, real-time enterprise value reports using patented algorithmic data and market insights.
Equals
Equals is a next-generation spreadsheet that connects directly to your live data sources, allowing you to build automated reports and models without manual CSV exports or complex SQL knowledge.
Quick Comparison
| Feature | BizEquity | Equals |
|---|---|---|
| Website | bizequity.com | equals.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $39/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2011 | 2021 |
| Headquarters | Wayne, USA | New York, USA |
Overview
BizEquity
BizEquity provides you with a streamlined way to calculate the fair market value of any private business in minutes rather than weeks. Instead of relying on expensive, manual appraisals, you can use its patented discovery engine to pull data from millions of business records. This allows you to generate comprehensive valuation reports that include key performance indicators, industry benchmarking, and multi-scenario analysis.
You can use the platform to strengthen client relationships by providing tangible insights into their most valuable asset. Whether you are helping a client plan for retirement, secure a loan, or prepare for a sale, the software automates the complex calculations required for a professional-grade valuation. It is designed specifically for financial professionals who need to deliver high-value advice quickly and accurately without deep forensic accounting expertise.
Equals
Equals is a modern spreadsheet designed to replace the manual work of downloading CSVs and updating stale models. You can connect it directly to your databases, warehouses, and SaaS tools like Stripe, Salesforce, or HubSpot. This allows you to pull live data into a familiar Excel-like interface where you can perform analysis using the formulas and shortcuts you already know.
You can automate your entire reporting workflow by scheduling data refreshes and sending automated updates to Slack or email. It bridges the gap between technical data tools and traditional spreadsheets, making it easier for finance, operations, and growth teams to maintain a single source of truth. Whether you are building a real-time executive dashboard or a complex financial model, you can do it all within a collaborative, cloud-based environment.
Overview
BizEquity Features
- Patented Valuation Engine Generate accurate business valuations in minutes using a patented algorithm that analyzes data from over 33 million private businesses.
- Industry Benchmarking Compare your client's performance against local and national competitors with detailed industry-specific KPIs and financial ratios.
- White-Label Reporting Create professional, branded valuation reports that you can present directly to clients to build trust and authority.
- Lead Generation Tools Embed a valuation widget on your website to capture new leads by offering business owners a free preliminary value estimate.
- Scenario Analysis Model how specific changes in revenue or profit margins will impact the total enterprise value for future exit planning.
- Cloud-Based Dashboard Manage all your client valuations in one secure central location and update financial data as their business grows.
Equals Features
- Live Data Connectors. Connect directly to your database or CRM to pull live data into your spreadsheet without ever downloading a CSV again.
- SQL Editor. Write SQL queries directly within your spreadsheet cells to pull specific datasets or use the visual query builder if you prefer.
- Automated Reporting. Schedule your data to refresh automatically and send recurring snapshots of your work to Slack, email, or slide decks.
- Formula Compatibility. Use all the standard Excel and Google Sheets formulas you already know so there is no new syntax to learn.
- Version Control. Track every change made to your models and revert to previous versions easily, ensuring your data remains accurate and auditable.
- Command Palette. Navigate your entire workbook and execute complex actions quickly using keyboard shortcuts designed for power users and analysts.
Pricing Comparison
BizEquity Pricing
Equals Pricing
- 1 Editor seat
- Unlimited Viewers
- Unlimited data connections
- Scheduled data refreshes
- Slack & Email integrations
- Standard support
- Everything in Personal, plus:
- Up to 5 Editor seats
- Shared team folders
- Advanced SQL console
- Priority support
- Custom branding for reports
Pros & Cons
BizEquity
Pros
- Significantly faster than traditional manual business appraisal methods
- Professional reporting helps justify advisory fees to clients
- Easy-to-use interface requires no specialized valuation training
- Effective lead magnet for attracting high-net-worth business owners
Cons
- Subscription costs can be high for solo practitioners
- Algorithm may struggle with highly unique or niche industries
- Requires accurate input data from clients to be effective
Equals
Pros
- Eliminates manual CSV exports and data cleaning
- Familiar spreadsheet interface requires zero retraining
- Direct database connections are reliable and fast
- Automated Slack updates keep teams informed effortlessly
Cons
- Higher starting price than basic spreadsheets
- Requires some SQL knowledge for complex queries
- Mobile experience is limited compared to desktop