What is Capitaliz?
Capitaliz is a comprehensive platform that empowers business owners and their advisors to navigate the complex landscape of business valuation, succession planning, and exit strategies. This innovative solution goes beyond simply confirming a business' worth, offering intelligent recommendations to guide owners towards sustainable growth and increased enterprise value
Highlights
- Intelligent Recommendations: The platform provides tailored guidance on business development approaches, such as process improvement and risk reduction, to help drive value upwards
- Succession Planning: Capitaliz offers comprehensive support for owners in navigating the critical transition of business ownership, whether through succession or exit
- Valuation Expertise: The platform delivers in-depth valuations for mid-market businesses, leveraging data-driven insights to help owners make informed decisions
- Economic Impact Focus: Recognizing the significant economic implications of the "largest transfer of wealth in history" as baby boomers exit their businesses, Capitaliz aims to improve outcomes for owners and their stakeholders.