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.
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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
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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.