Scalable efficiency

Grow your business alongside your client by automating the laboursome parts of exit planning and business valuations. Free up time for higher-value work with Capitaliz proven productivity and efficiency gains.

Proven, time-tested advice

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.

Track and demonstrate the impact of your advisory services

Rich datasets help power Capitaliz to benchmark and compare businesses across hundreds of sectors and industries.

Automate manual reporting

Why spend weeks creating one report for one client when it can all be done (and look beautiful) in just half a day. Reduce your administration workload, make more clients happy, and start going home on time again.

Collate and collaborate on data

Work from one source of truth. A business subscription allows you to team up with others in your organisation and gather data through the client-facing dashboard. Find insights faster and streamline data management.

Choose your own fee structure and margins

With our flat-fee pricing for clients and reports, you can oncharge your clients at a rate that suits your business model. For a start, typical automated reports cost 70-80% less than carrying out a manual valuation report.

The Capitaliz system and the resulting Business Insights Report not only allows me to provide best of class service but it also puts me at the top of the industry in Canada.

Capitaliz adds a service to our portfolio with the active advising between initial valuation and final sale.

I can see how this tool is going to become an invaluable part of my arsenal in selling, planning and delivering better exit solutions for my clients.

No one program was able to offer the details I wanted and my clients were looking for until Capitaliz. It’s sophisticated and easy to use. I could not be happier!

The Capitaliz Insight Report has completely changed how we do business, allowing us to target larger companies with confidence. It’s our secret weapon.

This service and program is the business bootcamp you will need to ensure your exit goes well and are rewarded for your investment.

Partner with Capitaliz today to strengthen your business advisory capabilities.

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