UBS RENEWS PARTNERSHIP WITH SOFTWARE COMPANY BIZEQUITY

BizEquity's cloud-based valuation platform gives UBS Financial Advisors unique insight that helps them better serve businesses owner clients

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BizEquity

Dec 14, 2021, 07:26 ET

PHILADELPHIA, Dec. 14, 2021 /PRNewswire/ -- BizEquity, the largest provider of online business valuations, announced today that it will renew its successful two-year partnership with UBS Wealth Management USA for another two years. BizEquity offers its cloud-based valuation platform and prospecting database of privately held businesses to a select group of UBS Financial Advisors ("UBS FAs") in the US serving business owner clients.

Over the past two years, the platform and database has been a valuable resource to the firm's Business Owner Strategic Client Segment, which creates strategic messaging and intellectual capital for FAs advisors to use with their clients. Extending the partnership will continue to support the financial advice that UBS FAs can provide to small business owners. In particular, the informal valuation reports assist with critical financial planning needs that allows UBS clients to be more competitive in their respective industries.

"Our partnership with BizEquity has enabled our advisors to provide comprehensive financial advice to the business owner clients of UBS," said James Jack, Head Business Owner Strategic Client Segment at UBS. "Understanding the value of privately held businesses is a critical component to the planning process for our clients."

"We are excited to expand our relationship with UBS, as they have been a terrific partner. Their best-in-class advisors have helped thousands of business owners discover their value and make better financial decisions as a result," said Jason Early, Chief Revenue Officer at BizEquity. "With over $13.2 trillion of business owner wealth set to transition over the next decade, owners of private businesses need great advice, and this expanded partnership serves that mission."

Notes to Editors

About BizEquity
BizEquity is the 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/Advance media in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their value. https://www.bizequity.com/.

About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused investment bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook. https://www.ubs.com.

SOURCE BizEquity