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.
When Craig West 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 maximize business value and achieve a successful exit.
He started to build tools, templates, and checklists for each client he worked with, added to them and updated them along the way, and built a five-stage, 21-step process that forms the core methodology which underpins Capitaliz. Having worked with over 700 mid-market businesses, their owners, and advisors for over 10 years, Craig knows the process works and has constantly refined the tools – to deliver these tools to be used by any advisor, anywhere, at the scale he created Capitaliz.
Capitaliz has a core group of very talented professionals focused on using this platform to help as many owners as possible to maximize business value.