Case Study: Econologics Financial Advisors achieves faster, more holistic financial planning with BizEquity

Econologics Financial Advisors cuts financial plan time in half with BizEquity

Econologics Financial Advisors, LLC (EFA), a full-service RIA firm catering to business owners, sought to expand its service model by beginning every client engagement with a business valuation. However, their process of outsourcing these traditional valuations was expensive, time-consuming, and limited in scope. To solve this challenge, they implemented the BizEquity software platform.

By bringing valuations in-house with BizEquity, Econologics gained the ability to provide on-demand valuations at a fraction of the cost and time. The solution dramatically increased their operational efficiency, cutting the time to make an overall financial plan in half and increasing a single plan writer's output so much that hiring new staff was unnecessary. According to their Director of Operations, BizEquity also enabled the creation of more holistic and impactful financial plans by generating a full picture of a client's wealth.

Econologics Financial Advisors, LLC (efa)