Unlocking the value of the mid-market

Capitaliz is the authoritative tool to identify, protect, maximize and extract the $10 trillion tied up in privately owned businesses.

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.

Powered by Succession Plus, based on millions of exit planning data-points.

Over the past twelve years, Asia Pacific’s leading succession and exit advisory consultancy, Succession Plus, has helped hundreds of business owners maximize the value of their business to achieve a successful exit. Those rich datasets help power Capitaliz to benchmark and compare businesses across hundreds of sectors and industries internationally.

Show clients what they’re actually worth, then how to increase that value.

Capitaliz does more than business valuations. In a game changing first, access real-time data on the value of any SME business.

Intelligent dynamic recommendations guide that value upwards in real-time through enhancements including process improvement, risk reduction and sustainable growth practices.

Using Capitaliz, advisers can now readily quantify the value of advice to clients. Capitaliz enables you to

  • Value any Small to Medium Enterprise
  • Benchmark to comparative businesses using the Value Potential Index
  • Track improvement in value over time
  • Facilitate sale offers, funding, succession and exits

Download the Value Potential Index Quarterly Report.

The proprietary VPI report provides rolling quarterly insight into the value potential which is residing untapped within Australian SMEs and quantifies the opportunity for business owners to improve the value of their asset.

Develop the next move for your clients based on data, not guesses. Our VPI algorithm is powered by nearly 1 million data points collected over 12 years, tracking key metrics that drive valuations and project potential value over time.

Get The Latest ReportGet The Latest Report

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Built for exit planners and advisers

Stage 1 Identify Value

Fast fact find to understand your client’s goals to generate the Business Insights Report, including their estimated business value.

Stage 2 Protect Value

Generate recommendations to protect existing value through planning, preparing contingencies, and de-risking.

Stage 3 Maximise Value

Guide your client through exit options, set up the right systems and procedures, and ensure good governance is in place.

Stage 4 Extract Value

Capitaliz guides you through the required documentation required ahead of the owner/s' liquidity event.

Partner with Capitaliz today to strengthen your business advisory capabilities.

Contact Capitaliz

Powered by Succession Plus and our partners

You're in good company with Capitaliz

Powered by Succession Plus and our partners

Succession Plus are the Asia Pacific’s specialists in strategic advice for business succession and exit planning. Over the last ten years, Succession Plus Accredited Advisors have helped hundreds of business owners maximise the value of their business and achieve a successful exit.

  • Craig West
    Craig West Founder
    Craig West

    Craig West

    Founder B.Bus (Mgmt), M.Tax Law, M.Bus (Acct/Fin), CEPAr

    Craig West is a strategic accountant who has over 20 years' experience advising business owners.

    With a background as an accountant in practice and two Masters degrees, Craig formed a very strong view that the majority of business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for exit. Craig then designed and documented the unique Succession + 21 Step process to assist owners and their advisers navigate this process.

    Craig West now acts as a strategic business and financial mentor for mid-market business owners. Craig has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection and exit strategies., and is competing doctoral research in using ESOP’s for succession.

  • Danielle Nugent
    Danielle Nugent Chief Executive Officer
    Danielle Nugent

    Danielle Nugent

    Chief Executive Officer MEI, DFP,AAICD.

    Danielle brings a depth of both Corporate and SME experience across B2B and B2C channels, in strategy, leadership, change management and executive coaching. In over 2 decades, Danielle has worked with hundreds of business owners and entrepreneurs, having specialised in working with Principals of Financial Planning Firms and their Teams, implementing strategies for growth, high performance, succession and exit.

  • Don Poole
    Don Poole Chief Financial Officer
    Don Poole

    Don Poole

    Chief Financial Officer B. Bus, CPA, CTA Registered Co Auditor and Tax Agent, CEPA

    Having run his own Accountancy Practice for over 40 years, Don brings a wealth of strategic financial, structural and tax experience to the Group. Don is also a Co Founder and Director of Succession+.

  • Vitalii Symon
    Vitalii Symon Chief Technology Officer
    Vitalii Symon

    Vitalii Symon

    Chief Technology Officer M. Software Design

    Vitalii has more than 20 years of experience in software development, across various industries, including fintech, pharmaceutical, oil, and others.

    He is a founder and CTO of NowInfinity Pty Ltd – an online documentation and compliance platform, servicing more than half a million of Australian businesses. The company was successfully sold to publicly listed entity in 2020 for A$25m.

  • Sam Walters
    Sam Walters Exit Planning Advice Specialist North America
    Sam Walters

    Sam Walters

    Exit Planning Advice Specialist North America

    Succession and exit industry specialist adviser, Sam Walters, has worked with circa 1,000 business owners to date. In 2015, he was named a 40 Under 40 Honoree by the National Association of Certified Valuators & Analysts. He holds qualifications in accounting, financial analysis, credit analysis and business broking.

  • Artem Yagofarov
    Artem Yagofarov Business Analyst
    Artem Yagofarov

    Artem Yagofarov

    Business Analyst M Acc, B Com

    Artem has broad experience and a depth of capability as a Business Analysist and Project Manager across a number of Industries including fintech, financial services, software, transport and logistics, manufacturing and utilities

  • Coming Soon
    Coming Soon Head of Digital Product Strategy
  • Amreeta Abbott
    Amreeta Abbott Non-Executive Director
    Amreeta Abbott

    Amreeta Abbott

    Non-Executive Director B. Acc & Fin

    Amreeta is the founder of many businesses, mostly known for the Fintech business NowInfinity which disrupted & innovated the legal, accounting & financial services space through technology. NowInfinity was acquired by the ASX listed company Class Limited for $25mill in 2020.

    Amreeta is an award-winning entrepreneur and passionate thought leader in the fintech space, well known for her ability to create new opportunities through vision and smart partner integrations.

  • Mark Flack
    Mark Flack Non-Executive Director
    Mark Flack

    Mark Flack

    Non-Executive Director B. Acc

    Mark is a highly experienced business leader and successful Entrepreneur. Mark has been a Partner and Director of Regatta Capital Property Lenders for over 14 years and Managing Director of Financial Consulting Firm, Peak Partners. Mark also represents The SME Association of Australia as Partnership Director, Australia.

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