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Capitaliz

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16 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
2020

Profile Name

Star Rating

15
1
0
0
0

Capitaliz Reviews

Review Filters
Profile Name
Star Rating
15
1
0
0
0
Verified User in Financial Services
CF
Verified User in Financial Services
06/26/2024
Validated Reviewer
Review source: Organic

A positive outcome

Breadth of questions that lead to a better overall report
DO
David O.
11/17/2023
Validated Reviewer
Verified Current User
Review source: Organic

Most Robust business valuation/exit planning tool on the market

Capitaliz gives more data than the most popular exit planning valuation software which enhances the potential for the business owner. Live updates through their Dynamic Revaluation tool allow for frequent motivation bumps for the business owner allowing for more rhythm in the exit plannning engagements. They also give you all the templates for each monthly meeting so you can properly document the meeting minutes and tasks accomplished which allow for a smoother transaction when they exit
JD
John D.
08/24/2023
Validated Reviewer
Review source: Organic

Most comprehensive value enhancement software

For middle-market companies, the analysis of risk and intangible value factors is excellent.

About

Contact

HQ Location:
Denver, US

Social

@capitaliz_com

What is Capitaliz?

Capitaliz is a digital platform designed to assist business owners with preparing, managing, and executing business transactions such as buying, selling, or growing their businesses. The platform offers streamlined tools for business valuation, transaction management, and strategic planning, aiming to simplify complex processes and provide clarity throughout various stages of the business lifecycle. By leveraging Capitaliz, users can gain insights, access helpful resources, and efficiently manage important financial decisions to drive their business goals forward.

Details

Year Founded
2020