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Capitaliz Logo
  • Features

    Automate the tedious parts of exit planning.

    See all features
    Explore Features
    • Valuation Roadmap
    • Business Scorecards
    • VPI™ Report Access
    • Progress Reporting

    Use all the features on the Capitaliz platform by becoming Capitaliz Accredited.

    Capitaliz Academy
  • Roles

    Deliver advice based on data, not guesswork.

    See all benefits
    Benefits for Advisors
    • Wealth Advisors
    • Exit Planners
    • Business Advisors

    Start seeing the benefits of the Capitaliz platform by becoming Capitaliz Accredited.

    Capitaliz Academy
  • Pricing
  • Research Center

    Get in-depth Capitaliz insights.

    Explore Insights
    Research center
    • Articles
    • Podcasts
    • VPI™ Overview
    • Brochures

    Exclusive access

    Exclusive content for Capitaliz Academy members. Learn more about becoming an accredited Capitaliz advisor here.

    Learn more
  • Company

    Meet the team behind Capitaliz.

    See more
    About Us
    • Our Story
    • Our Experts
    • Media
    • Join Our Team
    • Find an Advisor
    • Become an Advisor
    • Regional Distributors
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