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
Capitaliz adds a service to our portfolio with the active advising between initial valuation and final sale.
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.
The Capitaliz system and the resulting Business Insights Report not only allows me to provide best of class service but it also puts me at the top of the industry in Canada.
“This service and program is the business bootcamp you will need to ensure your exit goes well and are rewarded for your investment.”
Monitor, manage, and execute plans for successful business exits
