Capitaliz Subscription Pricing

CAP Accreditation Fee

$4,800 One-Time Payment

Advisors must be CAP Accredited prior to using the Capitaliz platform. CAP Academy is self-paced online learning, which takes less than 20 hours to complete, including a final exam.


Monthly Access Fee*

$99 Monthly / Per Client


  • Business project dashboard
  • Full client valuation and document history
  • Unlimited cloud storage
  • Shared stakeholder access to implementation process
*Your subscription will be activated once you have completed the CAP Accreditation.

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.

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