Develop your exit plan based on data, not guesses.
Up to 83%1 of Australian businesses have no business succession or exit plan, or have failed to document one, and the majority of these have founders or owners within 10 years of retirement.
70-80%2 of businesses fail to sell on the first attempt. Of those that do, the vast majority of sellers regret their sale within 12 months and very few are satisfied with the price or terms. It's never too soon to ‘begin with the end in mind.'
(1) Succession Plus Market Research
(2) KPMG & Family Business Australia 2015
How Capitaliz generates value for your business
We fact find and understand your goals to generate the Stage One Report, including estimated business value.
We look at financial planning, preparing contingencies for unplanned events, and de-risking.
Investigate exit options, set up the right systems and procedures, and ensure good governance is in place.
Tax planning and documentation ahead of your exit, and planning for the liquidity event.
Advice around ongoing investment planning, asset protection, and estate planning.
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 WestFounder 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 NugentChief 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 PooleChief 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 SymonChief 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.
Artem YagofarovBusiness 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
Amreeta AbbottNon-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 FlackNon-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.