Business valuations with deeper insights help convert one-off valuations into long-term client engagements with ease.
The Capitaliz Business Insights Report was built by exit planners for exit planners.
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.
What used to take weeks is now send-ready in a few hours. Our Business Insight Reports have been refined and developed across 13 years and used to guide hundreds of successful business owner exits.
The Power of Value Potential
Showing clients a current valuation with potential value projections builds excitement and buy-in.
Capitaliz Value Potential outputs are based on over 150 non-financial data points from the Business Insights Report.
Our algorithm quantifies the “value gap” in the business, identifies key projects to prioritise for maximum ROI, and shows the expected financial impact.
We use aggregated, depersonalised data from all businesses on the platform to confidently predict value potential by business, industry, or country.
A Proven Roadmap Instantly
Nurture every engagement with next steps to manage and visualise the business development progress.
Get an instant framework to show clients how to improve business value while protecting their legacy and personal wealth.
With the Capitaliz 21-Step Implementation Roadmap, you’re better able to help clients identify, protect, accelerate, unlock, and manage value in privately owned businesses.
Each Roadmap is automatically generated with advice based on over 10 years of real-world business sales and successions.
To clients, it’s a beautifully intelligent implementation roadmap. For you, it represents a deeper advisory engagement over 18 to 24 months.
Prove the value of your advice with Dynamic Revaluation
Instantly recalculate the market value of the business as you get it exit ready.
Capitaliz encourages your clients to record their progress through the prioritised projects identified by the initial Business Insights Report.
Automatic nudges and notifications create accountability for project activities and updates across the entire team.
The platform then automatically calculates the valuation impact with each achievement and updates the client dashboard instantly recalculating the market value of any business.
Known as Dynamic Revaluation, Capitaliz tracks the the value acceleration over time, highlighting the value of your advice over the five stages of exit planning value.