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
Built for exit planners and advisers
Fast fact find to understand your client’s goals to generate the Business Insights Report, including their estimated business value.
Generate recommendations to protect existing value through planning, preparing contingencies, and de-risking.
Guide your client through exit options, set up the right systems and procedures, and ensure good governance is in place.
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.
Powered by Succession Plus and our partners
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.
Sam WaltersExit 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 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
Coming Soon Head of Digital Product Strategy
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.