Guided Data Collection & Insights
Start with client data collection and leverage platform analytics to begin meaningful exit planning conversations.
The Capitaliz Value Gap Assessment serves as a powerful conversation starter and an effective marketing tool for advisors across all specialties, showcasing current valuations alongside potential future projections to engage clients.
Deepen your client-advisor relationship by illustrating an accurate quantification of an owner’s value gap, helping advisors identify key projects that will yield maximum ROI and impact.
Ready-to-Use Reports
Utilize easy-to-understand reports that simplify client discussion, focusing on growth opportunities and planning without getting lost in the technicalities.
Deliver comprehensive business valuations that provide deeper insights, transforming one-off assessments into long-term client relationships.
Fast-track the creation of visually appealing reports that include scorecards for easy industry comparisons that calculate company-specific metrics allowing for meaningful discussions about growth opportunities.
Skill-Building Resoures
Learn on the job with embedded training and practical resources to support your growth as a trusted advisor.
Skill-building resources and accreditation through Capitaliz Academy empowers advisors to enhance their expertise and effectiveness in guiding clients. From topics on exit planning to value acceleration strategies, advisors stay up-to-date with industry best practices.
Advisors dedicated to continuous learning earn trust from clients, can confidently navigate complex situations, and leverage tools like the Value Gap Assessment to drive meaningful conversations and results.
Ready to be a part of the advisor team?
The nature of business consultancy, valuations and exit planning has changed for good.
Don’t wait to start playing your part in supporting the advisor team, providing your specialty expertise, and enhancing the overall client experience in an exit planning engagement.
Capitaliz adds a service to our portfolio with the active advising between initial valuation and final sale.
The all-in-one platform for those who want to be a part of the advisor team
