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.

See all features

Capitaliz Benefits

Deliver advice based on data, not guesswork.

See all benefits

Capitaliz Academy

Get accredited to accelerate client value.

See all modules

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.

Book an Intro Call

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

7585.40

0.85%

AUSTRALIA

877.00

1.09%

UNITED KINGDOM

792.78

1.95%

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®

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®

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

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