The Features
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
How?
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.
The Benefits
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.
Our Experts
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
