Streamline Business Exit Strategies

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.

Capitaliz Features

Dynamic business valuations in real time.

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Capitaliz Benefits

Deliver advice based on data, not guesswork.

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Capitaliz Academy

Get accredited to accelerate client value.

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Work smarter, not harder

Deliver Planning Strategies at Scale

Build your client base by identifying, protecting, maximizing and extracting the $14+ Trillion tied up in privately owned businesses.

Our plans reflect our confidence in your ability to grow your practice with Capitaliz.

Capitaliz maps out the entire planning process step-by-step, with automated reporting and a proven roadmap for scaling your services alongside your clients’ businesses.

Improve efficiency, drive opportunity, and make an impact with the Capitaliz platform.

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Our Methodology

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

8153.52

7.49%%

AUSTRALIA

859.52

0.91%

UNITED KINGDOM

784.36

0.82%

View our most recent VPI

We couldn’t be doing what we’re doing without Capitaliz.

It has taught me everything I need and given me the confidence to drive meaningful engagements with significant and valuable businesses.

– David Ortiz, CFP®, CEPA®

Capitaliz adds a service to our portfolio with the active advising between initial valuation and final sale.

– Maxwell Webster, M & A Advisor Canada

The Value Gap Assessment is sophisticated and provides a great basis for discussion with my clients. It is simple to use and something that a client can get through quickly to receive crucial information that can impact the future of their business value.

– Brian Amann, National Tax Growth and Specialty Practice Leader

I found significant benefit in sending the Value Gap Assessment to several prospective clients. It kept our conversations moving forward and centered on how to increase the value of their business. I will certainly consider using the VGA with prospects in the future!

– Nathan Serven, CFP®, CIMA®, ChFC®, CEPA