Demonstrate the Value of Your Advice
Demonstrate to clients the progress made towards a successful exit using a sophisticated client-facing dashboard. Measure and articulate a client’s exit readiness, credit readiness, and both financial and non-financial metrics in a way that’s clear, concise, and summarized.
Create Beautiful Reports in Days vs Weeks
Capitaliz digitizes the manual process to automatically make recommendations based on the information gathered from owners, planning progress and financial data. Capitaliz advisors can add, remove or alter recommendations based on their knowledge of the client and their market.
The Business Insights Report is standardized but flexible, offering the option to add in your branding and client logos to generate a visually appealing deliverable.
Re-evaluate SWOT Every Quarter
Clearly show your client’s Strengths, Weaknesses, Opportunities and Threats in the system.
Business scorecards give your client a grade from A+ to F on individual markers of their business based on performance compared to the wider mid-market. Automatically calculate variables from multiple sources to create a scorecard of your client’s exit readiness, credit readiness, financial metrics, non-financial metrics, and other key areas.
Make Sense of Financials with Account System Integration
The Capitaliz SME valuation tool connects with account systems to automatically update in step with client financials. The Business Insights Report makes it easier to talk with all stakeholders, including other CPAs and legal counsel, in a language they understand.
Convert One-off Services into Ongoing Engagements
A client requesting a business valuation has traditionally been a one-time transaction.
By showing the current and potential value of a business, the Capitaliz Business Insights Report puts you in a favorable position to gain recurring income as an ongoing advisory service, with all the system features necessary to manage the process.
Curious How Capitaliz Advisors Use the Report?
Check out a recent webinar sharing nine case examples of successful client engagements resulting from creative uses of the Capitaliz Business Insights Report.
Learn More Below on the Capitaliz Business Insights Report
Capitaliz adds a service to our portfolio with the active advising between initial valuation and final sale.
No one program was able to offer the details I wanted and my clients were looking for until Capitaliz. It’s sophisticated and easy to use. I could not be happier!
I can see how this tool is going to become an invaluable part of my arsenal in selling, planning and delivering better exit solutions for my clients.
“This service and program is the business bootcamp you will need to ensure your exit goes well and are rewarded for your investment.”
Automate your advisory services
