Capitaliz Subscription Pricing
Capitaliz Accreditation Fee
Advisors must be Capitaliz 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*
- 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 Capitaliz Accreditation.
Business Insights 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.