Contribute to the Team
for advisors who want to support through specialty expertise and connection
For advisors new to exit planning or those looking to support an established team, Capitaliz offers everything you need to add value without overwhelming complexity. With our platform, advisors can play an integral role in the exit planning process by supporting senior advisors and adding depth to the client experience.
Benefits for Team Contributors:
- Guided Data Collection & Insights: Start with client data collection and leverage platform analytics to begin meaningful exit planning conversations.
- Ready-to-Use Reports: Utilize easy-to-understand reports that simplify client discussions, focusing on opportunities for growth and planning without getting lost in the technicalities.
- Skill-Building Resources: Learn on the job with embedded training and practical resources to support your growth as a trusted advisor.
Build the Team
for advisors who want to manage processes, tasks, and collaboration
If you’re an advisor looking to manage the exit planning process while working with a team of specialists, Capitaliz provides the structure, insights, and collaborative tools to streamline the experience, ensure alignment, and maintain engagement. Our platform is designed to help you guide clients with greater efficiency, bringing together the expertise of your team to deliver a cohesive, client-centered plan.
Benefits for Team Builders:
- Collaborative Client Portals: Work seamlessly with other advisors and clients through dedicated portals, ensuring everyone stays aligned.
- Customizable Workflows: Adaptable workflows help you oversee the entire planning process, allowing you to focus on strategy and delegate tasks effectively.
- Capitaliz Comprehensive Tracking: Track milestones, measure progress, and maintain momentum with insights and reminders that keep you and your clients on course.
Lead the Team
for advisors who want to set the tone and drive strategic outcomes
For advisors who aim to set the direction, take ownership of the exit planning process, and lead a team to deliver maximum value, Capitaliz provides advanced features and capabilities to help you achieve strategic outcomes. Take advantage of end-to-end control over the planning process, while leading your team with insights that drive growth and measurable results for your clients and their businesses.
Benefits for Team Leaders:
- Advanced Analytics & Valuation Tools: Access high-level insights and valuation tools that provide a comprehensive view of client business potential, perfect for strategic decision-making.
- Complete Planning Flexibility: Customize plans and timelines to suit each client’s unique goals and business lifecycle, while leading a team dedicated to executing your vision.
- Enhanced Client Engagement: Engage clients with value-focused reports and interactive dashboards that demonstrate your leadership and commitment to maximizing their outcomes.
The Comprehensive Platform for All Advisors
Capitaliz is the Comprehensive Platform for All Advisors
Capitaliz Advisors Include:
Using Capitaliz helped to provide credibility and data behind the recommendations I was giving. It helped to ask clients questions that I previously may not have thought about asking which has made me feel more comfortable in front of business owners and confident in ensuring I’m asking the full range of questions that will put to test what they think they know about the value of their business.
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 found significant benefit in sending the Value Gap Assessment to several prospective clients. It kept our conversations moving forward and centered on how to increase the value of their business. I will certainly consider using the VGA with prospects in the future!
Partner with Capitaliz today to strengthen your business advisory capabilities.