BizEquity, a cloud-based tool that is designed to determine the value of a small business, has been added to Dynasty Financial Partners’ platform.
New York City-based Dynasty Financial offers independent financial advisors in its network wealth management services and technology applications.
With the BizEquity offering on Dynasty's platform, the firm's network advisors can get market comparisons and objective information for their small business owner clients, says the firm.
“This new business evaluation tool enables our advisors to better guide their clients by determining the worth of their business, which is typically the client's largest and most important asset,” said Tom Petrone, Dynasty's director of capital markets. “This provides better information to be included into an overall financial plan."