Capitaliz Subscription Pricing
Capitaliz Accreditation Fee
$4,800
One-Time Payment
Advisors must be Capitaliz Accredited prior to using the Capitaliz platform. Capitaliz Academy is self-paced online learning, which takes less than 20 hours to complete, including a final exam.
Sign up for your Capitaliz Academy and receive your first Business Insights Report Free
30 Day Money Back Guarantee. Terms and Conditions Apply
$2000 First report free
+
Monthly Access Fee*
$99
Monthly / Per Client
Includes:
- Business project dashboard
- Full client valuation and document history
- Unlimited cloud storage
- Shared stakeholder access to implementation process
+
Business Insights Report
$2,000
Per Report
Start by creating a Business Insights Report, which generates a result based upon our proprietary scoring mechanism. The Business Insights Report provides an Overall Insight Score: An aggregate score of financial, non-financial, exit and sale readiness, and credit and benchmarking comparisons.
First Report Free $2,000