FinTech Lets Advisors Lead With Business Valuations

If advisors want to add value, then they should know valuations, according to the founder of a fast-growing fintech firm..

The future of the business valuation industry will likely be a blend of advisors and technology, according to Michael Carter, CEO and president of BizEquity.

“What we’re seeing is that where the business owner market once represented 10 to 15 percent of advisors’ book of business, moving forward it will be 20 to 25 percent,” says Carter. “The number one target for advisors, wealth managers and insurance representatives is getting more business owners in as clients.

from FA News


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