Exit Planning Advisors
Business Advisors
Wealth Advisors
Exit Planning Advisors

Get the full suite of digital tools, your secret weapons to supercharge, scale and streamline business advisory services. Get up and running in under 30 days for faster time to value.

Get Full Suite Demo

Ideal for exit planners looking to:

  • Convert one-off services into ongoing engagements
  • Measure a client’s exit readiness, credit readiness, and financial metrics
  • Streamline communications to all stakeholders including other advisors (CPAs, Legal)
  • Guide owners in the Exit & Succession Planning process with an automated implementation plan

Package inclusions:

  • Business Insights Report
  • Value Potential Insights
  • 21-Step Implementation Roadmap
  • Dynamic Revaluation
  • Collaboration Tools
Business Advisors

Lead with confidence and take your firm to the next level. Bring robust technical analysis to business valuations. Guide improvements with data to prove the value of your advice.

Request Customized Package

Built for advisors aiming to:

  • Speed up evaluation and risk analysis of businesses
  • Deliver high-quality reporting and business insights fast
  • Reduce administration and delegate data entry
  • Present clients with deep data for best-in-class service
  • Integrate financial and non-financial data into one source

Package inclusions:

  • Business Insights Report
  • Value Potential Insights
  • Dynamic Revaluation
  • Collaboration Tools
  • *Optional Customizations
Wealth Advisors

Show business clients their genuine market value supported by insights to increase their net worth. Engage more clients without adding to your workload or team.

Get Insights Report Demo

Made for advisors who want to:

  • Retain more high-value clients
  • Get mid-market business insights quarterly with VPI™ Report access.
  • Reduce administration using a repeatable framework
  • Scale advisory capabilities without the risks of adding employees
  • Quantify your clients’ growth with business scorecards

Package inclusions:

  • Business Insights Report Membership
  • Value Potential Insights
  • Dynamic Revaluation
CAPITALIZ ACADEMY

Get the skills to succeed with Capitaliz Accreditation.

We created Capitaliz Academy to support your professional development and make training consistent throughout your organisation.

The self-paced e-learning program will teach you how to confidently navigate the Business Insights Report, Value Potential, 21-Step Implementation Roadmap, Dynamic Revaluation and client collaboration tools on the platform.

Advisors must become accredited before using the Capitaliz platform in client-facing engagements.

 

About Capitaliz Academy