Turn Insights to Action with Dynamic Revaluation™
The Capitaliz Dynamic Revaluation™ calculation algorithm integrates live financial data from your chosen accounting software to update a business valuation instantly when relevant tasks are completed in the project management suite.
Dynamic Revaluation™ compares the data and outcomes of 800+ businesses who have gone through the 21 steps, plots it against industry benchmarks, and then calculates the expected valuation at the planned point of sale, exit or succession.
Attribute growth throughout the 21-Step Plan
Many of the 21-Steps are programmed for Dynamic Revaluation™ upon completion.
As specific tasks are completed, an automatic value increase is applied to the future and estimated immediate sale value at that point in time. Clients gain visibility over which areas of focus will deliver the greatest impact to their multiple at their eventual exit.
Provide Context with the Value Potential Index™
Plan for Tomorrow - See Impacts Today
Stay ahead of the value gap with the Value Potential Index™ & Dynamic Revaluation™
Quarterly VPI™ data forms the foundation for delivering impactful advice on value potential as the economic landscape changes.
Dynamic Revaluation™ allows owners and their advisors to continually monitor changes in the company’s value and profitability attributed to four key factors:
- Economic factors such as interest rates, inflation and foreign exchange rates;
- Industry factors including technological disruption or macro-economic trends;
- Financial performance; and,
- Non-financial metrics considered to be risk factors.
Learn more about how Dynamic Revaluation™ works for advisors here.
See How Dynamic Revaluation™ Works
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.
The Capitaliz system and the resulting Business Insights Report not only allows me to provide best of class service but it also puts me at the top of the industry in Canada.
“This service and program is the business bootcamp you will need to ensure your exit goes well and are rewarded for your investment.”
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