Capitaliz
Zach Broyles is a seasoned finance professional currently serving as Vice President of Client Success at Capitaliz since December 2022, where responsibilities include conducting income valuation and guiding SaaS product strategy. With a freelance career beginning in 2013, Zach has provided financial modeling and advisory services to local businesses and family offices, demonstrating expertise in real estate development and risk management. Previous roles include leadership positions at Flywheel Capital as Head of Strategic Development & Client Engagement, FlexMOD Solutions in various sales capacities, and BNY Mellon as Vice President and Wealth Director. Educational qualifications include a Master of Science in Finance & Risk Management from the University of Colorado Denver and a Bachelor of Science in Marketing with a Finance emphasis from the University of Idaho.
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Capitaliz
Capitaliz is the authoritative tool to identify, protect, maximize and extract the $10 trillion tied up in privately owned businesses. Capitaliz is a game-changer for any succession and exit planning adviser aiming to successfully engage more clients through powerful business insights and scale their business operations through proven process productivity and efficiency gains. Powered by Succession Plus, Asia Pacific's leading succession and exit planning advisory consultancy, Capitaliz is based on millions of exit planning data points. Those rich datasets help power Capitaliz to benchmark and compare businesses across hundreds of sectors and industries internationally. Capitaliz enables exit planning professionals to work collaboratively with clients and stakeholders in delivering scalable business valuation, succession, and exit planning outcomes. Using data, not guesswork.