Generate Intelligent Planning Recommendations
Developed across 16+ years of business and exit planning, the 21-Step framework forms a detailed strategy to guide business owners in identifying, protecting, maximizing, extracting and managing wealth. Whether your client intends to continue their growth, retire or move on to their next venture, the intelligent planning recommendations within each step create a pathway to financial certainty while building a healthier business.
Drive Improvements Along the 21-Step Implementation Roadmap
Help owners identify and drive high-value improvements in the short term, while building a legacy and extracting value in the long run.
Considered the gold standard in comprehensive business valuations by the Exit Planning Institute, these 21 steps and digitized implementation roadmap helps build business resilience at any stage from start-up to sale.
Promote Advisor Collaboration in One Place
Receive Industry-Leading Advisor Support
Our support team will verify the automatically-generated, customized strategic plan prior to client delivery for peace of mind that your recommendations are backed by data.
With top-of-the-line onboarding, advisor training, monthly users forums, access to the advisor network and more – Capitaliz will serve as your partner in helping owners realize business value now and in the future.
Explore the Project Management Suite
We couldn’t be doing what we’re doing without Capitaliz.
It has taught me everything I need and given me the confidence to drive meaningful engagements with significant and valuable businesses.
I found significant benefit in sending the Value Gap Assessment to several prospective clients. It kept our conversations moving forward and centered on how to increase the value of their business. I will certainly consider using the VGA with prospects in the future!
Monitor, manage, and execute plans for successful business exits
