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Capitaliz
www.capitaliz.comCapitaliz is the strategic digital planning platform designed empowers advisors to help business owners realize their value now and in the future. The comprehensive platform digitizes and systemizes the planning process from beginning to end - equipping advisors with the business valuation software needed to attract and win clients for planning engagements, as well as the project management and collaboration tools to manage, monitor, and execute impactful planning recommendations.
Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations and consistent guidance for mid-market businesses. Capitaliz is a game-changer for any succession and exit planning adviser aiming to successfully engage more clients through powerful business insights and scale their business operations through proven process productivity and efficiency gains.
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