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UBS Aims to Expand Business Owner Segment With New Partnership

The wirehouse has partnered with BizEquity so its advisors can provide valuation services to business owner clients.

UBS Financial Services has partnered with BizEquity, an online provider of business valuations, to give a select group of its advisors access to the company’s database of businesses and valuation information.

Informal valuation reports will assist with financial planning needs that will allow clients to be more competitive in their respective industries,” UBS said.

"Our advisors are constantly looking for new ways to grow their business and expand their reach, particularly in middle-market businesses,” said James Jack, director of the business owner strategic client segment at UBS.

Earlier this year, Orion announced a new integration with BizEquity, which provides a single sign-on from Orion into BizEquity and supports embedding a BizEquity questionnaire into the Orion Client Portal. The business valuation software helps advisors to identify key factors in business valuations and compares the client’s business to a database of 33 million business valuations stored by the firm.

Financial advisor data provider Discovery Data partnered with BizEquity in 2017 to launch a website to value financial advisory firms in real time. The initial report is free.

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