Planning For Your Future, by Planning Today.
Step #1
Step #2
Instructions
- IMPORTANT: You will need 3 years of financial records to assist in completing the valuation. (Click Here)
- Click here to view the FactFinder Success Form (IMPORTANT NOTE: Please print and keep for your records. Data to be used for the business valuation steps.)
- Start Step #1
- Pay for Valuation by credit card.
- Once payment is confirmed, you will be redirected to our business valuation form
- Business Valuation is sent shortly afterward via email.
Biz Equity contact for IT help:
Thomas Soehngen
1-844-822-5433
Pay-As-You-Go Worker’s Comp Providers
Business Succession and Estate Planning

Key Man Insurance
Key Man Insurance is an often-overlooked financial tool that protects the business against the financial loss of a key employee due to a death or disability. A key man, whether as an owner or employee, is anyone who provides significant value to a company and whose long-term absence would cause a significant financial loss to the firm due to a death or long-term disability. It can be an effective tool in covering the liquidity needed following the loss of the key individual in the corporation.