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 700 clients through Australasia’s largest exit Planning Advisory consultancy.

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 Story

Partner with Capitaliz today to strengthen your business advisory capabilities.