Choose the situation
Business sale, property sale, equity payout, inheritance, settlement, tax transition, or second opinion.
Answer a few questions. See advisor options that may fit.
Capivise is a short private intake for people facing a major financial transition. You answer focused questions, review the profile, then choose whether to request an introduction.
Answer only what matters
Timing, state, broad dollar range, current advisors, and what you want help comparing.
Review the profile
See the context Capivise will use before any introduction is requested.
Decide what to share
You choose the contact method and consent before contact details are shared.
What Capivise asks
- What happened or what is coming up.
- Whether there is a closing date, tax year, payout window, 1031 deadline, lockup, or family deadline.
- Who is already involved, such as a CPA, attorney, current advisor, trustee, broker, or qualified intermediary.
What Capivise does not ask for
- No account numbers, Social Security numbers, tax returns, private legal documents, or login credentials.
- No exact portfolio value is required for the public intake.
- No promise that an introduction is a recommendation or financial advice.
What happens after
- Your submitted profile can be reviewed against advisor options by situation, state, timing, capacity, and service focus.
- If there is a possible fit, the next step is an introduction request.
- You still verify, interview, and choose any professional you decide to engage.
Before you start
Start with your situation.
The match flow takes a few minutes and keeps the questions focused.