The Missing Piece in Wealth Management: Private Business Valuation for RIAs – BizEquity – 8.5.25

Overview:
Title: The Missing Piece in Wealth Management: Private Business Valuation for RIAs
Date: Tuesday, August 5, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand CE
RIAs are increasingly focused on delivering holistic financial guidance—but most still overlook their clients’ most valuable asset: their business.

In this webcast, BizEquity will explore how private business valuation is transforming wealth management and retirement planning for business owners. Key topics include:

  • Why 98% of business owners don’t know what their business is worth—and what that means for their advisors
  • How RIAs can uncover new AUM and deepen relationships using business valuation
  • Real-life case studies of RIAs who’ve generated new opportunities through BizEquity
  • A demo of how BizEquity’s platform integrates valuation insights into client conversations

Accepted for 1 CFP/ IWI / CFA CE Credit

Speaker:
Mario Evangelist Mario Evangelist Sales Director BizEquity

Mario Evangelist is an experienced professional with a diverse background in sales and consulting. Currently serving as Sales Director at BizEquity since May 2023, Mario is instrumental in advancing innovative on-demand business valuation software designed for financial professionals. As President of The Evangelist Group, initiated in October 2022, Mario focuses on helping individuals and organizations reach their goals through a results-oriented consulting approach. Previously, Mario held prominent roles such as Instructor, General Manager, and Managing Partner at Online Trading Academy Philadelphia for twelve years, and also served as a Radio Talk Show Host from April 2015 to March 2020.