Valuation meets value acceleration
Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations and consistent guidance for mid-market businesses.
Deliver Business Succession & Exit Planning at scale
Build your client base by identifying, protecting, maximizing and extracting the $10 trillion tied up in privately owned businesses.
Capitaliz maps out the entire exit planning process step-by-step, with automated reporting and more.
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.
Insights from VPI™ for industry-wide analysis
The Capitaliz proprietary Value Potential Index report provides rolling quarterly insights into valuations across the mid-market sector.
UNITED STATES
6957.08
AUSTRALIA
803.19
UNITED KINGDOM
948.22
I am so excited, this ecosystem is extraordinary, every business owner needs a business insights report, and every practicing CEPA needs this engagement platform
The Capitaliz system and the resulting Business Insights Report not only allows me to provide best of class service but it also puts me at the top of the industry in Canada.
No one program was able to offer the details I wanted and my clients were looking for until Capitaliz. It’s sophisticated and easy to use. I could not be happier!
Capitaliz adds a service to our portfolio with the active advising between initial valuation and final sale.
I can see how this tool is going to become an invaluable part of my arsenal in selling, planning and delivering better exit solutions for my clients.
This service and program is the business bootcamp you will need to ensure your exit goes well and are rewarded for your investment.
You're in good company with Capitaliz
Capitaliz Insights
Business succession and exit planning is the process of preparing a business for sale, transition,...
Business improvement is challenging. Even harder? Measuring what matters to the end goals of ownership....
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