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
6522.97
AUSTRALIA
803.19
UNITED KINGDOM
948.22
Capitaliz Insights
What’s inside It All Begins with Insights – understanding exactly what a privately owned business looks...
Welcome to the latest episode of Capitaliz Insights! In this episode, host Craig sits down...