Advanced Analytics and Valuation Tools
Access high-level insights and valuation tools that provide a comprehensive view of client business potential, perfect for strategic decision-making.
Advisors leverage insights from the Value Gap Assessment and Business Insights Report to transform one-time valuations into ongoing partnerships, going beyond mere transactions and trends.
Capitaliz advisors can automatically compare against millions of data points across industy sectors using scorecards to assess company-specific risks, beta and risk weightings, and identify necessary actions to maximize value at exit.
Complete Planning Flexibility & Control
Customize plans and timelines to suit each client’s unique goals and business lifecycle, while leading a team dedicated to your vision.
With flexibility and adaptability, gain greater control of plan outcomes the ability to tailor strategies to meet clients’ unique needs. Using features like Dynamic Revaluation enhances an advisors ability to respond to changing market conditions and client goals, ultimately fostering strengthened relationships.
By being agile, advisors ensure their guidance remains relevant and impactful throughout the engagement.
Enhanced Client Engagement
Enhance client engagements with value-focused strategies that demonstrate your leadership, advice, and commitment to maximizing their outcomes.
The Capitaliz 21-Step Implementation Roadmap offers an immediate framework to help clients improve business value while protecting their legacy and monitoring progress along the way. This roadmap not only provides clients with an intelligent implementation strategy with clear next steps, but also fosters a deeper advisory relationship lasting 18 to 24 months or longer.
Ready to lead the advisor team?
The nature of business consultancy, valuations and exit planning has changed for good.
Don’t wait to accelerate your processes with automated implementation plans and high-quality reporting that earns better client relationships and repeat business.
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.
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.
The all-in-one platform for those who want to lead the advisor team
