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Know the Value Potential & Identify the Gaps

The Value Gap Assessment was designed as a prospecting and marketing tool to attract clients and win business. This new tool allows advisors and owners to unlock analysis needed to bridge the asset gap and reach the greatest value potential at the time of exit.

Determine Current Business Value

Collate multiple data sources directly inputted by the business owner to calculate an accurate depiction of the current business value and exit readiness.

Identify Risk Mitigation & Growth Strategies

Identify key areas that impact the ability to scale, highlight risks and opportunities to start addressing, and provide a tailored growth roadmap designed to improve business health through the planning engagement.

Implement Actionable Value Acceleration Strategies

Become invaluable to clients by making informed value acceleration recommendations and illustrate the increase in value potential that can be made upon implementation.

Market & Sell your Invaluable Services

The Capitaliz Value Gap Assessment is the client engagement tool you need to:

  • Quickly gain traction with a prospective client
  • Minimize time required to win engagements
  • Re-engage current and previous clients to restart planning conversations
  • Promote long-term engagements by offering a more formal, comprehensive follow-up to the Value Gap Assessment: the Capitaliz Business Insights Report.

Dive Into the Value Gap Assessment Below

Capitaliz Academy

Gain Skills to Succeed with Capitaliz Accreditation

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

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 are encouraged to become accredited before using the Capitaliz platform in client-facing engagements.

Explore Capitaliz Academy

I found significant benefit in sending the Value Gap Assessment to several prospective clients. It kept our conversations moving forward and centered on how to increase the value of their business. I will certainly consider using the VGA with prospects in the future!

– Nathan Serven, CFP®, CIMA®, ChFC®, CEPA

I recently ran the Value Gap Assessment and was impressed. It’s sophisticated and provides a great basis for discussion with my clients. It is simple to use and something that a client can get through quickly to receive crucial information that can impact the future of their business value.

– Brian Amann, National Tax Growth and Specialty Practice Leader

One of the biggest lessons we’ve learned in working with Capitaliz is that when in doubt, turn first to Capitaliz Academy. There are a lot of templates and documents that exist there that can help you get out of the weeds. Another thing we’ve found helpful is to use those templates as means to take notes during meetings to both keep the conversations on track and to keep accurate records month-to-month.

– Macy Siefert, CEPA®

Enhance your client engagement strategy with Capitaliz

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