XPX - Member public profile

Share this profile with your contacts or followers:

MEMBER PROFILE

Back

Jacob Leise

BizEquity

Member profile details

Membership level

Advisor Resource Center

First name

Jacob

Last name

Leise

Title

Senior Director of Marketing

Company

BizEquity

PROFILE INFORMATION

Why I/we support XPX

By offering exit planning, advisory firms differentiate themselves and ensure long-term client engagement. And with the right tools and strategies, including accurate business valuations from BizEquity, advisory firms can provide extraordinary value.

Business Focus

At BizEquity, we improve outcomes for business owners and the financial professionals who serve them by providing a platform for generating on-demand business valuations that are accurate, affordable, and proven.

Client Results

For business leaders everywhere, BizEquity provides a streamlined, easy-to-follow valuation process that generates an accurate, real-time business valuation report and includes a comprehensive financial summary and key performance metrics.

Resource details (for Advisor Resource Sponsors)

Within BizEquity we’ve created Advisor Office, our platform purpose built to help financial professionals better serve their business owner clients. With it, you help drive better decision-making, provide a more comprehensive understanding of your client’s full financial picture, and foster stronger relationships in the process.

Features of Advisor Office include:

- Patented 7-Step Valuation: Generate an accurate and on-demand valuation of any business with our online experience that blends the standard measures of value with industry-specific data to create a custom valuation powered by big data.

- On-demand, White Labeled Valuation Reports: Personalize each report you run for clients and generate unique valuation insights that transform their data into actionable insights.

- Industry Specific KPIs: Show business owner clients where they stand by benchmarking their business to their peers via our catalog of over 10,000 market sale transactions, 900 NAICS industry codes, and seven major data partners.

- Prospecting Database and Resources: Leverage a database full of pre-valued businesses, best-practice marketing expertise, and time-saving communication assets to attract and engage clients.