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.

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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.


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”.


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”.


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.

Australian digital platform launches in North America