Capitaliz, a digital platform for financial advisers and accountants that measures value creation for privately-owned businesses and delivers succession planning advice at scale, has appointed Nic Foster as chief executive.

Published: 15 Aug 2022

Foster, the former CEO at Coco Republic, a retail and design brand, has been appointed chief executive officer of Capitaliz. Foster led Coco Republic’s omnichannel growth across Australia, New Zealand and the United States through to a successful capital transaction. He had also held executive leadership positions at Sony Australia and NZ and PlayStation Australia and NZ after commencing his career at PwC.

Read more

 


Succession planning specialist names CEO, director

Published: 15 Aug 2022

Capitaliz makes two senior appointments from retail and banking.

Digital succession planning platform Capitaliz has appointed the former boss of furniture company Coco Republic as chief executive and added a non-executive director who previously worked at Macquarie Bank. Nic Foster began his career at PwC before taking up executive leadership positions at Sony Australia and NZ, and PlayStation Australia and NZ.

Read more

 


Succession and exit planning platform Capitaliz appoints CEO and Non-Exec Director

Published: 12 Aug 2022

Capitaliz, a digital platform for financial advisers and accountants that measures, benchmarks and accelerates value creation for privately-owned businesses while delivering succession planning advice at scale, has announced two high-profile appointments.

Read more

 


InvestorDaily Latest News

Capitaliz announces new CEO

Published: 12 Aug 2022

Capitaliz has announced the appointment of Nic Foster as its new CEO.

Mr Foster will join the succession and exit planning platform — which measures, benchmarks and accelerates value creation for privately owned businesses while delivering succession planning advice at scale — after previously working as CEO for retail and design brand Coco Republic.

Read more

 


Succession and Exit planning platform Capitaliz appoints CEO and Non-Exec Director

Published: 11 Aug 2022

SYDNEY, NEW SOUTH WALES, AUSTRALIA, August 11, 2022 /EINPresswire.com/ — Capitaliz, a digital platform that measures, benchmarks and accelerates value creation for privately-owned businesses whilst delivering succession planning advice at scale, has announced two high-profile appointments to support its expansion in North America.

Read more

 


Exit Planning Institute Uncovers $1.413 Billion in Value Potential at Record-Breaking Summit

Published: 21 Jun 2022

The businesses served by attendees at this year’s Exit Planning Summit are currently worth $1.413 billion less than they could be. That was the conclusion from an analysis of the over 450 Certified Exit Planning Professionals (CEPAs) who attended the 2022 Summit.

Read more

 


Capitaliz builds strong international market traction on back of significant demographic trends

Published: 10 Feb 2022
Australasia’s largest succession and exit planning advisory firm, Succession Plus is building its international presence with Capitaliz, a digital tool designed to service the baby-boomer generation seeking to unlock value in their businesses prior to retirement.

Read more

 


Business valuations: Tips, tricks and traps

Accountants Daily | Oct 26, 2021

Business valuation is often described as a dark art. Indeed, get three different valuers to value the same asset and you will likely end up with three very different results. But this doesn’t need to be the case.

Done properly, business valuation uses detailed financial and risk analysis to determine the appropriate valuation for a business. At its core, it’s about determining two key things, the same things needed to value any type of asset: return and risk.

Read more

 


Advisers face ‘notoriously difficult’ challenges in private business valuations

SMSF Adviser | Oct 7, 2021

New analysis has found that the riskiest component for advisers when putting together a client portfolio or retirement plan is valuing a client’s privately owned business, according to a succession planning firm.

Recent research conducted by Australian business succession and exit planning firm Succession Plus revealed a continuing pattern in that it is “notoriously difficult” for privately owned businesses to be valued, as most financial advisers are not qualified or licensed to do so “through no fault of their own”.

Read more

 


Valuing a privately owned business ‘notoriously difficult’ for advisers

Independent Financial Adviser | Oct 6, 2021

New research has found that the riskiest component for advisers when putting together a client portfolio or retirement plan is valuing a client’s privately owned business.

Analysis conducted by Australian business succession and exit planning firm Succession Plus revealed a pattern in that it is “notoriously difficult” for privately owned businesses to be valued, as most financial advisers are not qualified or licensed to do so “through no fault of their own”.

Read more

 


SME valuations hit record high of $1.4 trillion in June with more businesses looking to sell

SmartCompany | Sep 16, 2021

Small and medium business valuations hit a record high of $1.4 trillion in June before the latest wave of COVID-19 lockdowns hit businesses across Australia, fresh data from Australia’s biggest succession planning advisory firm shows.

New research by Succession Plus found the total value of Australian SMEs was $1.437 trillion at the end of June, or an average of $605,079 per business.  And wile owners sat on record values for their businesses, many were looking to sell, with listings up 5.86% since the previous quarter.

Read more

 


Australian digital platform launches in North America

Adviser Innovation | Sep 16, 2021

A local digital platform has expanded to North America.

On Thursday, Australasian business succession and exit planning advisory firm, Succession Plus, confirmed the news and said that the Capitaliz platform will help North American advisers “unlock untapped value for small to medium-sized businesses”.

Capitaliz enables automatic businesses automation, benchmarking and value enhancement guidance for advisers to deliver successful exits for their clients.

Read more

 


Australian digital platform launches in North America

Investor Daily | Sep 16, 2021

A local digital platform has expanded to North America.

On Thursday, Australasian business succession and exit planning advisory firm, Succession Plus, confirmed the news and said that the Capitaliz platform will help North American advisers “unlock untapped value for small to medium-sized businesses”.
Capitaliz enables automatic businesses automation, benchmarking and value enhancement guidance for advisers to deliver successful exits for their clients.

Read more