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A digital suite of business growth tools
Key product features include:
Industry leading assessment, valuation and roadmap tool
Accelerate client growth with our value potential algorithm
Automate valuation with a 21-step roadmap and reporting
Track your clients value acceleration automatically with dynamic revaluation functionality.
Collaborate with advisors to maximize client value
Deliver advice based on data, not guesswork
Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations and consistent guidance for mid-market businesses.
Ready to get started? Click
to book a free demo today. here
Collaborate. Automate. Accelerate.
Dramatically improve your client conversion rate from the trigger event to ongoing advisory engagement
Engage more clients without increasing your workload
Increase your productivity
Provide your clients with powerful business insights
Help your clients succeed
Improve your client experience
Find out how Capitaliz can dramatically improve your advisory business by
booking a free demo today.
Powered by Succession Plus and our partners
Succession Plus are the Asia Pacific's leading specialists in strategic advice for business succession and exit planning. Over the last ten years, Succession Plus Accredited Advisors have helped hundreds of business owners maximise the value of their business and achieve a successful exit.
You're in good company with Capitaliz
Partner with Capitaliz today to strengthen your business advisory capabilities