Congratulations on your CEPA Certification!
Leverage your Certification with Capitaliz!
Capitaliz is the comprehensive planning platform designed to help advisors conduct the triggering event engagement, grow and manage value, and systemize the methodology. Capitaliz and EPI have a longstanding partnership as our founder, Craig West, earned his CEPA in 2011 and has worked with other accomplished advisors to pair an intuitive software platform with a strategic planning process, helping hundreds of exit planning advisors and their owners find exit success.
Check out some of the below content to see why Capitaliz is the perfect compliment to your CEPA desgignation:
- Recent Webinar with Jared Johnson: Advancing Exit Planning Engagements Using the Value Gap Assessment
- Navigating Business Transitions with Dr. Craig West and Scott Snider
- EPI and Capitaliz - Webinar Series
- Check out the Capitaliz Platform in less than 5 mins!
- Check out our latest tool, The Value Gap Assessment, designed to help CEPA's get their first engagement!
Built by Exit Planners for Exit Planners
Capitaliz is a preferred EPI Partner, providing software & tools used to power the Value Acceleration Methodology.
Efficiency & Automation
Grow your business alongside your client by automating planning tasks, business valuations, collaboration, & reporting.
Proven & Trusted Advice
Capitaliz recommendations and strategies have been used in nearly 1,000 successful exit planning engagements.
Impact of Services
Highlight your CEPA knowledge and credibility with datasets and benchmarks across industries and sectors.
Flexible Fee Structures
Choose your fee structure & margins with our flat-fee pricing for clients & reports offering you flexibility in your service charge.
Special Offer Just for CEPAs!
New Value Gap Assessment Tool
We invite new CEPAs to explore our new Value Gap Assessment tool!
The latest addition to the Capitaliz platform, this assessment feature will unlock the analysis needed to bridge the asset gap and reach the greatest value potential at the time of exit.
Check out why Craig believes this tool will help CEPAs better engage clients and prospects:
See the Platform for Yourself!
Capitaliz is the leading digital platform to deliver business valuation, succession, and exit planning outcomes. Created by exit and succession planning veterans, Capitaliz is built with an understanding of exit strategies and proven methodologies to accelerate business value and improve outcomes for business owners in collaboration with CEPAs. Check out the video below to see a brief overview of the platform and book some time with us for a personalized demo!
"No one program was able to offer the details I wanted and my clients were looking for until Capitaliz. It's sophisticated and easy to use. I could not be happier!"