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.

Work smarter, not harder

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.

Tour the platform
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.








The Capitaliz Insight Report has completely changed how we do business, allowing us to target larger companies with confidence. It’s our secret weapon.

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

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!

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

Get in-depth

Capitaliz Insights

Step 21 – Estate Planning

In the exhilarating journey of exiting your business like a boss, we arrive at a...

Step 20 – Asset Protection

Congratulations, you’ve successfully exited your business, securing that substantial payout you worked so hard for....

Step 19 – Investment Planning
Step 18 – Liquidity Event
Step 17 – Documentation
Step 16 – Tax Planning

Subscribe to receive the latest updates from Capitaliz.

Fields marked with * are required.
This field is for validation purposes and should be left unchanged.