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Lincoln Financial Network Expands Long-Standing Partnership With Leading Valuation Software Provider Bizequity

After a successful three-year relationship with valuation software provider BizEquity, Lincoln Financial Network, the retail wealth management affiliate of Lincoln Financial Group, announces that they will be expanding their strategic partnership to make BizEquity’s leading cloud-based valuation solution available to their Premier Partners.

Lincoln’s Premier Partners program recognizes the industry’s top advisors and empowers their continued success with access to world-class benefits, resources, tools and services, including BizEquity’s valuation software solution.

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Since 2018, Lincoln Financial Network’s national footprint of independent advisors has leveraged BizEquity’s innovative valuation services and prospecting database of over 33 million privately held businesses to create new business opportunities and improve service, support and guidance for small business owners.

BizEquity, the largest patented provider of online business valuations, distributes its cloud-based service to thousands of financial advisors across the U.S. The software’s valuation reporting and business insights help advisors inform business owners’ critical decisions around wealth management, financial planning, insurance needs, funding potential and more.

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Amy Mathis, VP of Strategic Alliance at Lincoln Financial Group commented:
“BizEquity has been a tremendous value add for our advisors and the business owners they serve. We are thrilled to expand our relationship and to include BizEquity in our Premier Partner offering. We believe in providing our advisors with best in class technology to enable better advice, and we are excited to continue our growth within the business owner community.”

Michael Gola Jr., Vice President of Enterprise Accounts at BizEquity commented:
Lincoln has been a great partner of ours for the last several years, and by putting our platform in more advisors’ hands, we can positively impact more outcomes for the business owners they serve. Critical to the advice their advisors provide, is the value of the business, and we are proud to play a role and support that effort.”

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[To share your insights with us, please write to sghosh@martechseries.com]

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