Automated Business Insights Reports with Every Valuation
Quickly deliver business valuations with a snapshot of the client's market position in the industry and region.
Business valuations with deeper insights help convert one-off valuations into long-term client engagements with ease.
Business advisors love the Capitaliz Business Insights Report generator, a tool that quickly applies financial and non-financial factors to any SME valuation.
Fast-track the delivery of a beautiful, industry-leading valuation and assessment report, including scorecards to allow “apples for apples” comparison for every industry sector.
Reports are based on over 300 data points used to automatically calculate company-specific risk, beta and risk weightings—on top of that all-important business valuation.
The Power of Value Potential
Capitaliz Value Potential outputs are based on over 150 non-financial data points from the Business Insights Report.
It’s now easy for owners and leadership to see where they can grow value in the business. Value Potential data also helps keep expectations in check for the owners’ eventual “exit event” — be that sale of the business, succession or merger.
- Quantify the “value gap” in the business
- Identify critical projects for clients to prioritise
- Demonstrate the expected financial impact
Value Potential is derived from aggregated, depersonalised data of all businesses on the platform to confidently predict value potential by business, industry, or country.
Play the Long Game with Exit Planning Implementation
Plug into exit planning tools that help you move clients from short-term wins to long-term strategies.
Our business advisor clients know that the data-driven Business Insights Reports alone are worth more than the price of Capitaliz.
However, many have also decided to grow their offering and manage exit planning services for their clients with our 21-Step Implementation Roadmap.
Through the Capitaliz Academy Accreditation Process, your team can start helping owner-sellers through the five stages of value acceleration and extraction, ensuring financial and tax affairs are in order for retirement or the investing next venture.