Dynasty Financial Partners has expanded its integrated wealth management technology platform by adding BizEquity, a business evaluation tool.
The tool enables small business owners to determine their business value by using an algorithmic engine valuation system.
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Using the new Dynasty platform with BizEquity, small business owners can gain access to a comprehensive report with financial metrics, market comparisons and objective information revealing the company’s health and potential.
According to the company, there are nearly 75% of small business owners in the US, who doesn’t know the value of their businesses.
Dynasty’s director of capital markets Tom Petrone said: "This new business evaluation tool enables our advisors to better guide their clients by determining the worth of their businesses, which is typically the client’s largest and most important asset."
