Client Engagement
tools built to win business
With Capitaliz, prospecting and marketing is made easier.
The Value Gap Assessment tool attracts business by analyzing the current and potential value of a business, highlighting existing value gaps, and forming the basis for discussion around value acceleration.
Capitaliz Academy supports advisor development, offering consistent training and support in navigating the platform and the 21-Steps.
Business Insights
streamline business advisory
The Capitaliz Business Insights Report provides detailed findings and recommendations based on a comprehensive business review, giving owners a look at their business from the perspective of a potential buyer.
The Report provides an Overall Insight Score, which is a combination of ratings made up of financial, non-financial, exit and sale readiness, and credit and benchmarking comparisons.
The Capitaliz Advisor Network often refers to the Business Insights Report as the ultimate “triggering event” in planning engagements.
Business Valuation
data that drives business growth
Capitaliz advisors go beyond, “What’s your business worth?”
The robust business valuation software features a unique calculation algorithm, Dynamic Revaluation™, that integrates live data to consistently and instantly update business valuation, projections, and attribution as tasks are completed.
Capitaliz Advisors provide added context with quarterly, aggregate data compiled on our Value Potential Index™ reports. Powered by nearly one-million data points, the Index identifies key metrics that help deliver appropriate planning advice.
Planning
manage comprehensive projects
The Project Management Suite allows advisors to manage complex plans from beginning to end.
Generate intelligent planning recommendations for your clients using the 21-Step framework, prioritizing and mapping each move using implementation roadmaps. Promote advisor team collaboration with the ability to assign action items and monitor progress all in one place.
Receive industry-leading advisor support along the way, giving you the confidence needed to execute plans and help owners reach their greatest value potential.
See the Features for Yourself
For more on Capitaliz Features, check out the below resources:
Using Capitaliz helped to provide credibility and data behind the recommendations I was giving. It helped to ask clients questions that I previously may not have thought about asking which has made me feel more comfortable in front of business owners and confident in ensuring I’m asking the full range of questions that will put to test what they think they know about the value of their business.
“This service and program is the business bootcamp you will need to ensure your exit goes well and are rewarded for your investment.”
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.
Partner with Capitaliz today to strengthen your business advisory capabilities.
