Capitaliz Pricing Overview

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Free Trial

Capitaliz Subscription

$99.00

1 Capitaliz Subscription Per Month

Ongoing subscription to manage company and implement the recommendations from the Business Insights Report

Business Insights Report

$2,000.00

1 Business Insights Report With One-Time Purchase

Comprehensive value assessment, financial and non-financial analysis, benchmarking and value potential.

Capitaliz Accredited Advisor

$4,800.00

1 Capitaliz Accreditation With One-Time Purchase

Online learning and accreditation, guided onboarding, training n and licence to produce reports.

Top-Rated Alternatives

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Capitaliz Alternatives Pricing

The following is a quick overview of editions offered by other Other Finance Software

Zocks Essentials	Starting at $67.001 User Per Month	Capture notes without recordings & free up time to focus on clients Meeting preparation AI Note-taking CRM integration Financial planning integration Portfolio management integration Pre-meeting and follow-up emails Unlimited meetings Pricing is per user/month billed annually Show More
Tax Clarity Monthly	$79.99per month/per advisor	Includes all core features! Show Clients a Tax-Efficient Retirement Instantly calculates the effective marginal tax rate Compare alternate tax distribution strategies Unique Tax Map to identify tax opportunities Gain insight into unseen opportunities to add dollars to a retirement plan Access to awesome support, industry expertise, and training Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter Show More
Covisum Social Security Timing Monthly	$49.99per month/per advisor	Includes all core features! Optimize Social Security Benefits Strategy Quick, accurate, easy Social Security strategy identification and comparison View alternate Social Security strategies Break-even chart to see which strategy produces the best result over all life expectancy combinations Client-facing seminar Marketing tools, including a client-facing seminar, brochure, and direct mailer example Access to awesome support, industry expertise, and training Show More

Various alternatives pricing & plans

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Pricing information for the above various Capitaliz alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Capitaliz Pricing Reviews

(2)

David O.

Small-Business (50 or fewer emp.)

11/17/2023

"Most Robust business valuation/exit planning tool on the market"

5/5

What do you like best about Capitaliz?

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 Review collected by and hosted on G2.com.

What do you dislike about Capitaliz?

The price is the worst part but you pay for what you get Review collected by and hosted on G2.com.