The Features

A digital suite of business growth tools

Key product features include:


  • Industry leading assessment, valuation and roadmap tool
  • Accelerate client growth with our value potential algorithm
  • Automate valuation with a 21-step roadmap and reporting
  • Track your clients value acceleration automatically with dynamic revaluation functionality. 
  • Collaborate with advisors to maximize client value 

Deliver advice based on data, not guesswork

Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations and consistent guidance for mid-market businesses.



Ready to get started? Click here to book a free demo today.


The Benefits

Collaborate. Automate. Accelerate.

  • Dramatically improve your client conversion rate from the trigger event to ongoing advisory engagement
  • Engage more clients without increasing your workload
  • Increase your productivity
  • Provide your clients with powerful business insights
  • Help your clients succeed
  • Improve your client experience

Find out how Capitaliz can dramatically improve your advisory business by booking a free demo today.



Our Experts

Powered by Succession Plus and our partners

Succession Plus are the Asia Pacific's leading 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 West

Founder & Chairman

Sam Walters

Exit Planning Advice Specialist North America

Nicholas Foster

Chief Executive Officer

Danielle Nugent

Chief Operating Officer

Don Poole

Chief Financial Officer

Amreeta Abbott

Board Member

Chris Nelson

Chief Technical Officer

Mark Flack

Board Member

You're in good company with Capitaliz

Partner with Capitaliz today to strengthen your business advisory capabilities