Searching for a BizEquity alternative, or comparing business valuation software for your practice? Both Equidam and BizEquity are used by advisors who value companies for clients. Equidam is also open to founders who want to value their own company. Here is how the two compare.
Why compare Equidam and BizEquity?
People land on this page for one of two reasons. Some are advisors, accountants or consultants looking for a tool to value their clients’ businesses. Others are business owners or founders who found BizEquity and want to value their own company.
BizEquity sells to financial advisors and financial services firms. Its homepage asks “What’s your client’s business worth?” and every plan is sold to an advisory practice. Equidam serves advisors through its professional licence, and founders can also buy a valuation directly on equidam.com.
The bigger difference is the type of company each tool is built to value. BizEquity values small and midsize businesses for planning conversations about insurance, succession and exit. Equidam values startups and private growth companies, often for a funding round, where the report has to stand up in front of investors.
At a glance: Equidam vs BizEquity
| Equidam | BizEquity | |
|---|---|---|
| Who it serves | Advisors who value startups for clients, and founders valuing their own company | Financial advisors and financial services firms (wealth management, accounting, banking, insurance) |
| Companies it values best | Startups and private growth companies, from pre-revenue onwards | Small and midsize businesses |
| Valuation approach | Methods weighted by stage, six on the professional licence including market multiples, every assumption shown in the report | Patented hybrid model: DCF, comparable market data, a proprietary growth formula and seller's discretionary earnings |
| Typical use | Funding rounds, option plans, share transfers, client advisory work | Wealth, insurance, succession and exit planning with business-owner clients |
| Pricing | Published. Advisors: at most €199 per valuation, no up-front fee. Founders: free plan, then one-off paid plans | Not published; plans by number of advisors, through sales |
| Can a business owner buy directly? | Yes | Plans are sold to advisory practices |
| Advisor branding | Co-branded reports on the professional licence | White-labelled portal and reports on the Advisor Office plan (3+ advisors) |
| Coverage | 90 countries and 641 industries | Not stated on the pages we checked |
| Track record | 160,000 companies valued in 90 countries since 2013 | Over 1,300 financial services firms and 4,000 advisors |
BizEquity details are taken from bizequity.com as of October 2026.
Who each platform is built for
Equidam: startup valuations, for founders and for the advisors who work with them
Equidam values startups and private growth companies. Several methods are combined into one result and weighted by the company’s stage. A pre-revenue company leans on the qualitative methods, a company with revenue history leans on its financials, and the report shows how each method reached its figure.
Founders use Equidam to prepare a funding round, price an option plan or agree a share transfer. Advisors use the professional licence to sell valuations to their clients under their own brand.
BizEquity: valuation for financial advisors’ planning work
BizEquity describes itself as a business valuation platform for advisors. It is distributed through firms such as TD Bank, LPL Financial, UBS and Northwestern Mutual, and has been owned by American City Business Journals (ACBJ) since 2019.
Its features are designed around an advisor’s relationship with a business-owner client: it reads tax returns and statements with AI/OCR, connects to QuickBooks, and adds insurance optimisation, risk insights and an exit readiness assessment. BizEquity says a valuation takes three steps and under 10 minutes. It also states that its valuations are software-generated estimates, not certified appraisals.
For advisors, accountants and consultants
Both tools let you offer valuations to clients. Which one fits depends on who your clients are.
If your clients are established small businesses and the valuation feeds a wealth, insurance or succession plan, BizEquity is designed for that conversation, with tax-return reading and QuickBooks built in.
If your clients are startups and young growth companies, Equidam is the better match. A startup valuation usually ends up in front of an investor, so the methods need to handle thin financial histories and the report needs to show its working. Equidam’s methodology follows the IPEV valuation guidelines and is documented publicly, so a client’s investor can check how the number was built.
The professional licence includes:
- Pay per valuation, billed every three months, with no up-front fee. A valuation costs at most €199, and less as your volume grows.
- Co-branded reports with your colours and disclaimer and a small “Powered by Equidam” tag, exported as PDF, Excel or Markdown.
- A review of your first client valuation by an Equidam analyst, and an analyst on one call if a client’s investor challenges the methodology.
- Full control of parameters such as discount rate, survival rate, WACC and multiples, and the option to add your own comparables.
- Colleagues on the same account, and an hour of onboarding for your team.
Methods: what sits behind the number
Equidam
Equidam combines several valuation methods into one result: the Scorecard and Checklist methods, the Venture Capital method, and two discounted cash flow methods, one with long-term growth and one with an exit multiple. Advisors on the professional licence also get a sixth, the market multiples method (comparable companies), which values the company on the revenue or EBITDA multiples of similar listed companies. Default weights depend on the company’s stage, and you can change them or switch methods off.
The parameters are listed on our data sources page: revenue and EBITDA multiples from 30,000+ listed companies, Crunchbase data on angel, pre-seed and seed rounds by country, survival rates from national statistics offices, and Equidam research on VC return expectations and illiquidity.
BizEquity
BizEquity uses what it calls a patented hybrid valuation model. It combines discounted cash flow, comparable market data, a proprietary growth formula and seller’s discretionary earnings to value small and midsize businesses. Seller’s discretionary earnings is a common measure for owner-run businesses, which fits BizEquity’s focus.
Pricing: what each platform costs
Equidam
Advisors pay per valuation on the professional licence: at most €199 each, billed every three months, with no up-front fee. Each valuation can be refunded in full within 10 days.
Founders can start with the free Essential plan, which shows a valuation range on screen. The paid Advanced and Expert plans add the downloadable report, benchmarks and, on Expert, a review by an Equidam analyst with a one-to-one call. They are one-off purchases, not subscriptions.
BizEquity
BizEquity’s pricing page lists three plans and no prices:
- Advisor (Solo): starts at 10 cases per advisor. Talk to sales.
- Advisor Office (3+ advisors): unlimited cases per advisor and a white-labelled portal and reports. Talk to sales.
- Enterprise Teams: custom pricing.
Monthly and annual billing are both offered, with annual discounts.
What the report gives you
Equidam report
- How each method reached its figure, and how they are weighted
- The qualitative assessment of team, market and product
- Financial projections, with benchmarks against similar companies and recent similar funding rounds
- Sensitivity analysis on key assumptions
- Export to PDF, Excel or Markdown, co-branded on the professional licence
BizEquity report
BizEquity’s reports are made for advisors to use with their clients, with benchmarks, multiples and qualitative risk signals such as owner reliance and revenue concentration. On the Advisor Office plan the reports and the client portal can carry the advisor’s brand.
How you get access
- Equidam: founders start online on the free plan and upgrade when they need the report. Advisors book a call and get an hour of onboarding.
- BizEquity: access goes through an advisory practice. Plans are bought through BizEquity’s sales team, or you can book a demo.
A business owner who wants BizEquity’s numbers will usually get them through their financial advisor. A founder who wants an Equidam valuation can run it themselves, or ask an advisor who uses Equidam to do it for them.
Startups vs established small businesses
Startups and established small businesses need different valuation tools. An owner-run business with years of earnings can be valued well on cash flow and earnings multiples. A startup raising its first rounds often has little revenue, and its value depends on the team, the market and how likely it is to survive and grow. That is why Equidam includes qualitative methods and the Venture Capital method, and applies survival rates in its discounted cash flow.
BizEquity says its platform supports clients from startup through exit. Its model, built on discounted cash flow, market comparables and seller’s discretionary earnings, is centred on businesses that already have earnings.
Use case comparison
| Use case | Equidam | BizEquity |
|---|---|---|
| Fundraising and investor negotiations | Core use case | Not a stated focus |
| Option plan (ESOP) valuation | Yes; ESOPs and cap tables through Share Council in the Netherlands | Not a stated focus |
| Advisor selling valuations to clients | Professional licence, pay per valuation | Core use case |
| Wealth, insurance and succession planning | Possible, not the focus | Core use case |
| Exit and sale preparation | Yes | Yes, with an exit readiness assessment |
| Early-stage and pre-revenue startups | Core use case | Says it supports startups |
| Established small businesses | Supported | Core use case |
| Integration into your own tools | API and Equidam Connect | Custom integrations on the Enterprise plan |
When to choose Equidam
- You are a founder raising a round, setting up an option plan or agreeing a share transfer
- You are an advisor, accountant or consultant whose clients are startups and young growth companies
- You want to pay per valuation, with no up-front fee or annual plan
- You want a report a client’s investor can check, method by method
- You work with clients in several countries (Equidam has valuation parameters for 90)
When to choose BizEquity
- You are a financial advisor using valuation in wealth, insurance or succession planning
- Your clients are established, owner-run small and midsize businesses
- You want tax-return reading and a QuickBooks connection built in
- You run a multi-advisor office and want a white-labelled client portal
The verdict
BizEquity and Equidam both serve advisors, and they serve different clients. BizEquity is built for financial advisors working with owners of established businesses on wealth and exit planning.
Equidam is built for startup and growth-company valuation. Founders can use it directly, with published prices and a free plan to start. Advisors can sell it to their clients under their own brand, paying per valuation with no up-front fee, and with an Equidam analyst reviewing their first client valuation.
Get started
Founders: see the plans and start with a free valuation range. See pricing
Advisors, accountants and consultants: see how the professional licence works and book a call. See the professional licence
160,000 companies valued in 90 countries since 2013.