You are reading: Your Guide to Become Capitaliz Accredited

Craig West

Executive Director

Why a Learning Academy for Capitaliz?

Capitaliz is a technically and conceptually complex exit planning tool requiring intermediated distribution by a professional advisor. The distributors for this high value, premium product will largely include exit planners, M&A advisors, business brokers, wealth advisors, attorneys and accountants. Capitaliz Accreditation licences the advisor and confirms their technical competency in using the software, interpreting the report, and confidently presenting it to a client.

With Capitaliz Accreditation, advisors can hit the ground running and confidently navigate the Business Insights Report. Using the Implementation Plan functionality through Capitaliz, advisors can efficiently project manage the Business Insights Report Advice implementation.

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