Created by Succession Plus, Asia-Pacific’s leading business succession and exit planning specialist firm, Capitaliz takes the tedium out of business advisory to vastly improve evaluations and the client experience.

Made for exit planners, by exit planners
When I first started succession and exit planning in 2009 there were few tools available, and nothing specifically designed to evaluate businesses and map out the best course of action to maximise business value and achieve a successful exit.

I started to build tools, templates and checklists for each client I worked with, added to them and updated them along the way and built a five stage, 21-step process which forms the core methodology which underpins Capitaliz. Having worked with over 700 mid-market businesses, their owners and advisers over 10 years, I know the process works and have constantly refined the tools – in order to deliver these tools to be used by any adviser, anywhere, at scale we created Capitaliz.

We have a core group of very talented professionals who are focused on using this platform to help as many owners as possible to maximise business value.