BizEquity Announces New Partnership With Orion Advisor Services

U.S. fintech and online provider of business valuation big data BizEquity announced on Wednesday it has formed a partnership with Orion Advisor Services, LLC (Orion), a portfolio management solution provider for registered investment advisors, to increase the service and support that advisors may offer to small business owners, including the ability to determine the true value of their businesses.

BizEquity reported it as part of the integration it partnered with Orion in a 48-hour hackathon this past December and together they “transformed an industry observation,” which included offering products for advisors.

The result is a single sign-on access to BizEquity’s valuation service within the Orion platform. Embedded within the Orion Client Portal, BizEquity’s company valuation questionnaire can easily be shared with clients at a fraction of the time and expense of a traditional valuation. BizEquity’s data-driven service compares a client’s business to more than 17 million others businesses spread across 30 key sectors.”

Speaking about the partnership, Michael M. Carter, Founder and CEO of BizEquity, said:

“As the market leading resource to help advisors better care for and prospect for business owning clients, we are proud to partner with Orion. This integration is as much about technology as it is about our shared mission and culture of helping advisors win by better serving their clients.  Business owner capital accumulations represent one of the largest and last implemented solutions of the wealth technology revolution for advisors.”

Eric Clarke, CEO of Orion added:

“This integration spotlights a tremendous opportunity for advisors: we can expect $12 trillion of privately-owned business value to change hands in the coming years, but only 2 percent of business owners actually know the worth of their most important asset. By integrating BizEquity’s data-driven valuation experience into our platform, we’re giving our users the power to effectively stake their claim on a gold mine of potential value and fiduciary management in their practice.”

As part of the partnership, BizEquity and Orion will soon release a business owner resource center in a joint effort to better prepare advisors to capitalize on this huge opportunity.


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