Capitaliz, a platform designed to help advisors navigate the complex transfer of business value, has secured $100K in seed funding. The company positions itself as an authoritative tool to identify, protect, maximize, and extract the estimated $14 trillion of business value expected to change hands over the next 10 years.
Its comprehensive platform of planning tools, processes, and support empowers advisors to help small and middle market business owners realize their potential, ensuring the next generation can build upon the foundations laid by their predecessors.
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