BIZEQUITY JOINS LPL FINANCIAL'S VENDOR AFFINITY PROGRAM EMPOWERING 19,000+ FINANCIAL ADVISORS TO BETTER SERVE AND SUPPORT BUSINESS OWNERS
LPL Financial-affiliated advisors can access BizEquity's cloud-based valuation platform and robust prospecting database to more effectively attract and serve small business owners
PHILADELPHIA, Feb. 10, 2022 /PRNewswire/ -- BizEquity, the largest patented provider of online business valuations, announced today that its cloud-based valuation platform is now available to all LPL Financial advisors, RIAs, and institutions through the firm's network of vetted and approved vendors. LPL's more than 19,000 affiliated financial advisors, RIAs, and institutions are now able to leverage BizEquity's innovative business valuation software and prospecting database of over 33 million privately-held businesses.
LPL's Vendor Affinity Program provides a curated fintech marketplace helping to reduce the complexity and costs of running a business. The network of approved third-party vendors offers their products and services to LPL clients at discounted rates. Vendors are selected based on advisor demand, ease of use, and their ability to meet LPL's security and compliance requirements.
"We are thrilled to partner with LPL. Arming their advisors with the BizEquity platform can lead to better outcomes for their business owner clients," said Jason Early, BizEquity's President of Business Operations. "Over the next decade, 10 million businesses will transition and unlocking valuation knowledge will be a critical step for owners and their advisors."
"Small businesses are critical to the U.S. economy, and LPL is a strong proponent of entrepreneurship. Our firm is a proud partner to over 19,000 independent financial advisors, many of whom support the personal and professional financial needs of small business owners. With the addition of BizEquity, our clients have more choice and unique pricing to be able to access business valuation services in support of their clients' needs," commented Rob Pettman, LPL executive vice president, Wealth Management Solutions.
About BizEquity
BizEquity is a leading fintech software company created to democratize business valuation knowledge for every business in the world. BizEquity has created the largest online business valuation cloud-based software product and service and the most business valuation data on businesses in the market today. BizEquity's patented platform is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth.
More information can be found at www.BizEquity.com.
SOURCE BizEquity
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