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 real-time business valuations.

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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 $10 trillion tied up in privately owned businesses.

Capitaliz maps out the entire exit and succession planning process step-by-step, with automated reporting and more.

The Capitaliz platform provides a proven roadmap for growing your advisory alongside your clients’ businesses. 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 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

6957.08

3.68%

AUSTRALIA

803.19

0.35%

UNITED KINGDOM

948.22

33.36%

View our most recent VPI

I am so excited – the Capitaliz ecosystem is extraordinary. Every business owner needs a Business Insights Report, and every practicing CEPA needs this engagement platform.

– Renee Russo, EOS Implementer®, CEPA®

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.

– Rick Moore, Action Coach 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!

– Roxanne Reid, Business Broker Canada

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

– Maxwell Webster, M & A Advisor Canada

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.

– Brad Gaulin, MExit Inc. Canada