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.