For advisors who want to build the team

Work seamlessly with other advisors and clients through dedicated portals and delegation tools, ensuring everyone stays aligned. 

Access to Capitaliz streamlines communication and fosters collaboration, enabling advisors to guide clients from short-term wins, to long-term planning strategies.

For owners who struggle to manage the day-to-day operations of their business, having an advisor step in to handle the coordination and collaboration of the team relieves added pressure on owners, especially those resistant to exit planning.

Adaptable planning workflows help you oversee the planning process, allowing you to focus on strategy and track tasks effectively. 

Capitaliz advisors streamline processes through the use of automation and technology, allowing for simultaneous work on multiple projects progress without any critical steps being overlooked.

By utilizing checklists and notification functions, advisors can alleviate work for their clients without becoming overwhelmed themselves, which is a highly marketable benefit advisors can propose to clients.

Track milestones, measure progress, and maintain momentum with insights and reminders that keep you and your clients on course.

Capitaliz advisors deliver structured and effective guidance to clients by clearly articulating the changes in business value resulting from completed recommendations in the Business Insights Report.

Demonstrate tangible improvements and reinforce the value of your services by taking advantage of the project management suite and dynamic revaluation features. Through ongoing assessment of progress, advisors can be sure clients remain informed about their growth, value potential, and the impact of strategic actions on their overall business value and exit readiness.