Valuation Meets Value Acceleration
Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations and consistent guidance for mid-market businesses.
Deliver Planning Strategies at Scale
Build your client base by identifying, protecting, maximizing and extracting the $14+ Trillion tied up in privately owned businesses.
Our plans reflect our confidence in your ability to grow your practice with Capitaliz.
Capitaliz maps out the entire planning process step-by-step, with automated reporting and a proven roadmap for scaling your services alongside your clients’ businesses.
Improve efficiency, drive opportunity, and make an impact with the Capitaliz platform.
Insights from VPI™ for industry-wide analysis
The Capitaliz proprietary Value Potential Index report provides rolling quarterly insights into valuations across the mid-market sector.
UNITED STATES
8153.52
AUSTRALIA
859.52
UNITED KINGDOM
784.36
We couldn’t be doing what we’re doing without Capitaliz.
It has taught me everything I need and given me the confidence to drive meaningful engagements with significant and valuable businesses.
No one program was able to offer the details I wanted and my clients were looking for until Capitaliz. It’s sophisticated and easy to use. I could not be happier!
Capitaliz adds a service to our portfolio with the active advising between initial valuation and final sale.
The Value Gap Assessment is 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.
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