Deliver business valuations with deeper insights to convert one-off valuations into long-term client engagements with ease.
Fast-track the delivery of a beautiful, industry-leading valuation and assessment report, including scorecards to allow “apples for apples” comparison for every industry sector.
Reports are based on over 300 data points used to automatically calculate company-specific risk, beta and risk weightings—on top of that all-important business valuation.
What used to take weeks is now send-ready in a few hours. Our Business Insight Reports have been refined and developed across 13 years and used to guide hundreds of successful business owner exits.
With in-depth data, it’s the perfect trigger for bigger conversations around opportunities in any client’s business.
The Power of Value Potential
Showing clients a current valuation with potential value projections builds excitement and buy-in.
Capitaliz Value Potential outputs are based on over 150 non-financial data points from the Business Insights Report.
Our algorithm quantifies the “value gap” in the business, identifies key projects to prioritise for maximum ROI, and shows the expected financial impact.
We use aggregated, depersonalised data from all businesses on the platform to confidently predict value potential by business, industry, or country.
Get Ready-made Financial Game Plans
Accelerate your processes with the option for automated implementation roadmaps.
High-quality reporting alone won’t earn better clients and referrals. It’s what you’re able to do with that information. An optional add on to your Business Insights Report package, Capitaliz tools can help you to prepare business owners for one of the biggest changes in their finances: moving on from their business. A customisable add-on for those who need itork with owners to:
- Minimise Capital Gains Tax obligations
- Secure income to retire or invest
- Improve fiscal stability in the business
- Protect their legacy and business goodwill