Capitaliz
HQ Address
1800 Wazee St, Suite 300, Denver, CO 80202, United States
Website Address
Business introduction
Scale your business advisory services
Providing a full range of platform features for your prospecting, valuation, automation, reporting, and planning needs
Our start - transforming planning processes into streamlined solutions
When Capitaliz founder, Craig West, first started exit and succession planning in 2009, there were limited tools and a large opportunity to help business owners map out the best course of action to maximize business value and achieve a successful exit.
Through his advisory work with Succession Plus, the largest business succession and exit planning firm in Asia-Pacific, Craig gathered tools, templates and checklists used with nearly 800 businesses to form the five stage, 21-Step process became the core methodology which underpins Capitaliz.
Efforts to digitize the process, simplify plan management, and enhance accessibility for both advisors and business owners, became Capitaliz.
Our journey began with a commitment to innovation and collaboration, bridging the gap between technology and business planning to support.
Focused on user-friendly tools, personalized support, and continuous enhancements, we aim to democratize planning services, ensuring every advisor can leverage the power of effective planning tools to guide owners to their goals.
Capitaliz Solutions
Capitaliz Platform
Client Engagement- tools built to win business With Capitaliz, prospecting and marketing is made easier. The Value Gap Assessment tool attracts business by analyzing the current and potential value of a business, highlighting existing value gaps, and forming the basis for discussion around value acceleration. Capitaliz Academy supports advisor development, offering consistent training......
