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Capitaliz

The digital platform to unlock and accelerate business value.

Try Capitaliz

About Capitaliz

The digital platform to unlock and accelerate business value.

Know your next move with valuation roadmaps

Evaluate and advise with confidence. Capitaliz generates intelligent dynamic recommendations based upon our 21-Step Business Succession & Exit Planning process.

Quantify your clients' progress with business scorecards

Collate data from multiple sources to create a scorecard of your client’s exit readiness, credit readiness, financial metrics, non-financial metrics, and other key areas.

Get mid-market business insights quarterly with VPI Report access

Create powerful, value-accelerating strategies. Our VPI algorithm is powered by nearly 1 million data points collected over 12 years, tracking key metrics that drive valuations and project potential value over time.

Demonstrate the value of your advice with progress reporting

Become invaluable to clients by demonstrating the progress they have made towards a successful exit, shareable on a client-facing dashboard.

Make sense of financials fast with Account System integration

Our SME valuation tool connects with Account systems to automatically update in step with client financials.

Pricing

1. Plan: For Exit Planners

Get the full suite of digital tools, your secret weapons to supercharge, scale and streamline business advisory services. Get up and running in under 30 days for faster time to value.

  • Business Insights Report
  • Value Potential Insights
  • 21-Step Implementation Roadmap
  • Dynamic Revaluation
  • Collaboration Tools

2. Plan: Business Advisors

Lead with confidence and take your firm to the next level. Bring robust technical analysis to business valuations. Guide improvements with data to prove the value of your advice

  • Business Insights Report
  • Value Potential Insights
  • Collaboration Tools
  • *Optional Customizations

3. Plan: Wealth Advisors

Show business clients their genuine market value supported by insights to increase their net worth. Engage more clients without adding to your workload or team.

  • Business Insights Report Membership
  • Value Potential Insights

You can check further details for pricing on this link

Significance to remote workers

The Capitaliz platform provides a proven roadmap for growing your business alongside your clients’. Improve efficiency and reduce your admin workload with our scalable business valuation, succession advice, and exit planning tools. Collaborate across your office and the world with a Capitaliz business account.

Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations and consistent guidance for mid-market businesses. Build your client base by identifying, protecting, maximizing and extracting the $10 trillion tied up in privately owned businesses.

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