Know your next move with valuation roadmaps
Evaluate and advise with confidence. Capitaliz generates intelligent dynamic recommendations based upon our 21-Step Business Succession & Exit Planning process.
Quantify your clients' progress with business scorecards
Collate data from multiple sources to create a scorecard of your client’s exit readiness, credit readiness, financial metrics, non-financial metrics, and other key areas.
Get mid-market business insights quarterly with VPI™ Report access
Create powerful, value-accelerating strategies. Our VPI algorithm is powered by nearly 1 million data points collected over 12 years, tracking key metrics that drive valuations and project potential value over time.
Demonstrate the value of your advice with progress reporting
Become invaluable to clients by demonstrating the progress they have made towards a successful exit, shareable on a client-facing dashboard.
Make sense of financials fast with Account System integration
Our SME valuation tool connects with Account systems to automatically update in step with client financials.