Team Capitaliz
Designed by advisors for advisors
Capitaliz is the digital toolkit to help advisors deliver value acceleration and Business Succession and Exit planning.
Lead the market with our game changing solution. Higher client engagement. Greater productivity. Greater Efficiency.
Proven in over 1,000 clients (and counting) through Australasia’s largest Exit Planning Advisory firm.
Digital Toolkit
Maximize client value
Quantify Your Value
Quantify the value of your advice to clients through Capitaliz dynamic SME revaluation
Deliver Real-Time Valuations
Provide your Client with a real-time SME business valuation at the touch of a button. No other Platform compares.
Expand Your Potential
Deliver bespoke business succession and exit planning advice at scale.
Less time reporting, more time creating value
Capitaliz will save you hundreds of hours in report preparation, increasing your capacity for client-facing time and dramatically improving your productivity.
Our StoryPartner with Capitaliz today to strengthen your business advisory capabilities.
