The digital platform to unlock and accelerate business value.

Answer four quick questions to receive your gift and find out:

  • 1 Your client base total value
  • 2 The value potential of your total client base
  • 3 An estimate of the income your firm could earn using Capitaliz
  • 4 How to unlock that value at scale.
Begin
Your Details

Maximize your clients' business value with the Capitaliz digital platform.

All participants will be entered into a draw to win a free Capitaliz Accreditation worth $4,800.

Your Role

Which title best describes your role?

Your Clients

How many clients/businesses have you worked with over the past 12 months? (Include new and ongoing contracts)

Breakdown All Clients

Indicate the percentage of those clients with a turnover of:

0%
0-$50k
$50k - $200k
$200k - $2M
$2M - $5M
$5M - $10M
>$10M

Your Results

Value Potential

$0

Calculated using an algorithm based on over 800 business valuations, this number is an estimation of the total unrealised capital value potential within those businesses you worked with last 12 months

Business Insights Report Income

$0

Capitaliz could help your business generate an additional income of around this amount through upfront Insight Report fees.

Annual Consulting Fees

$0

Capitaliz could help your business generate an additional income of around this amount through ongoing consulting fees.

These estimated values have been added to the aggregated total value potential of advisor businesses for this conference.