Recently, BizEquity announced a strategic partnership with Capitaliz, a leading digital collaboration platform for advisors to deliver business insights, value acceleration, and exit planning outcomes.
This partnership marks a significant milestone in the quest to empower private and small business advisors with the tools and insights they need to thrive in today’s dynamic economic landscape.
Check out the webinar replay detailing this exciting new partnership below:
KEY BENEFITS OF THIS PARTNERSHIP INCLUDE:
Comprehensive Business Valuation:
Small business advisors can access BizEquity’s powerful business valuation tool through the Capitaliz platform, enabling them to understand the true value of their business in real-time.
Financial Planning and Analysis:
Capitaliz users will have access to detailed financial insights, including cash flow forecasts, budgeting, and financial modeling, to help them make informed decisions about their business finances.
Value Potential:
The integrated offer will allow for financial data from BizEquity to be combined with non-financial data from Capitaliz to accurately predict the value potential of their client’s business.
Value Acceleration Tools & Collaboration:
BizEquity advisors can access Capitaliz’s leading “21-Step Methodology” to identify, protect, accelerate, unlock, and manage value in privately owned businesses. The advisor can “quarter-back” project delivery amongst internal and external stakeholders using Capitaliz’s in-built communication and workflow functionality.
Ease of Use:
The user-friendly interface of Capitaliz, combined with BizEquity’s seamless integration, makes it easy for small business owners, accountants, and financial advisors to leverage these tools without extensive training
