Capitaliz logo

Capitaliz

by Succession Plus · Since 2009
No reviews yet
ActiveAvailable globallyCloudOn-premise
Quick facts
VendorSuccession Plus
Year launched2009
StatusActive
LocationLevel 10, 60 Castlereagh Street, SYDNEY NSW 2000
Countries servedGlobal
Languages1
Integrations2+
Free tier
Free trial
Contact salesYES

About Capitaliz

Capitaliz is a business valuation software from Succession Plus that helps maximize value for the business in just 10 minutes a day. It provides expert insights, fine-tuned steps, and a comprehensive approach to business valuation so users can prepare for the biggest ever business deal. Designed for entrepreneurs, Capitaliz assists over 800 business owners in maximizing their business potential by simplifying the valuation process. Key capabilities: business valuation insights step-by-step valuation process user-friendly interface expert resources performance tracking Best for: business owners that need to evaluate and prepare their business for sale or transition.

Capitaliz by Succession Plus is a software solution aimed at simplifying the process of business exit planning for business owners and advisors. It positions itself as a tool to aid in strategizing and executing successful business exits, a process often fraught with complexity and requiring meticulous planning. However, the lack of publicly available details about the software’s interface, features, performance, and support significantly limits the ability to assess its true value. This review is therefore based on the sparse information provided on the Succession Plus website and general expectations for tools in this niche. The user interface and overall ease of use of Capitaliz remain unclear due to the absence of screenshots or demo materials on the official website. For a tool targeting business owners and advisors, a clear, intuitive design is essential to help users navigate the complexities of exit planning. An effective interface would likely include dashboards to visualize key metrics, progress trackers to guide users through each stage of the exit process, and interactive tools for scenario planning or valuation.

Pros & Cons

What users like
  • +• Expert Guidance: Access to Dr. Craig West's extensive experience and proven methodologies in business exit planning.
  • +• Time-Efficient: Short, daily sessions make it easy to fit into a busy schedule.
  • +• Comprehensive Coverage: Addresses key aspects of exit planning, from systemization to tax implications.
  • +• Suitable for Various Stages: Benefits businesses at any stage, from startups to established companies.
  • +• Focus on Value Maximization: Helps business owners extract the maximum value from their business upon exit.
  • +• Additional Resources: Bonus content available with Succession Plus subscription.
  • +• Software Platform: Offers a software platform for more in-depth analysis and planning.
What users flag
  • • Limited Information on Software Pricing: Pricing details for the Capitaliz software platform are not readily available.
  • • Requires Time Commitment: While sessions are short, consistent daily engagement is necessary to benefit fully.
  • • Focus on Audio Content: Primarily relies on audio format, which may not suit all learning styles.
  • • Subscription for Full Benefits: Access to bonus content requires a Succession Plus subscription.

Features

Key features

• 21-Day Audio Guide
Capitaliz offers a free 21-day audio guide designed to help business owners prepare for exiting their business.
• Short Daily Sessions
The guide is structured into short, under 10-minute daily sessions, making it accessible for time-constrained business owners.
• Focus on Exit Planning
The program focuses on the foundations of business exit planning, covering topics like systemization, key person insurance, and Capital Gains Tax.

Additional features

• Expert Guidance
The program is led by Dr. Craig West, an experienced strategic accountant with over 20 years of experience in business succession and exit planning.
• Proven System
The program utilizes a system refined over 14 years, which has helped over 800 business owners successfully exit their businesses.
• Suitable for All Business Stages
The program is designed for business owners at any stage, from startups seeking capital to established businesses.
• Value Extraction Focus
A key focus is on how to extract maximum value at exit, whether for funding a new venture or retirement.
• Bonus Content with Subscription
Subscribers to Succession Plus receive bonus content to further assist in their exit journey.
• Software Platform
Capitaliz also refers to a software platform used by wealth advisors and business exit advisory services across multiple countries.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
21
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇳CNY🇨🇭CHF🇸🇪SEK🇮🇳INR🇸🇬SGD🇭🇰HKD🇳🇿NZD🇰🇷KRW🇳🇴NOK🇲🇽MXN🇧🇷BRL🇷🇺RUB🇿🇦ZAR🇹🇷TRY🇦🇪AED

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