Overview + Objective

Succession Plus is Australasia’s leading provider in business valuation and succession services. With advisers growing across Australia, demand for their product was ever-increasing, but the ability to deliver their unique IP was hampered by scalability.

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The Discovery

Succession Plus had built tools, templates and checklists, which morphed into a renowned 21-step process that forms the core methodology for advisors to guide their clients. We just needed to transform the process into a digital experience – no easy feat!

Juicebox analysed the client journey to identify where we could streamline, including client onboarding, financials, valuation calculation, risk, benchmarking and their 21-step valuation maximisation process and implementation plan.

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We designed and developed an intelligence-driven website that represents Capitaliz’s central sales tool and curates content based on users’ digital maturity and region.

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A succession SaaS product has been born

We built Capitaliz to be the heartbeat of a business, providing dynamic revaluation of a business’s worth. A deep dive into the valuation logic meant turning spreadsheets into calculations, formulas and fresh user-interface designs. The app integrates with everything from Ibisworld to Xero, fast-tracking data capture.

Now on the worldwide launch

The Capitaliz platform (SaaS) launched into the US market in the latter half of 2021. The application now serves and spans US, UK, AU and NZ. Clients can now retire or exit their business with full insight into its worth.

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We integrated key performance indicators, including financial performance, location and economic and market risk to valuate a business in real-time – an industry first. Capitaliz is an achievement I will remember.

Pooja Hoderkar Digital Operations Manager, Juicebox

Project credits

Client Capitaliz
Services
  • App Development
  • Project Management
  • UX Design
  • Customer Mapping
  • Brand Identity
  • Brand Strategy
  • Naming
  • Copywriting
Project Team
  • Chris Nelson
  • Joel Pember
  • Pooja Hoderkar
  • Gabriella Greaves
  • Chris Jones
  • Nathalie Galistan
  • Adam Oliver
  • Vaughn Hockey
  • Joe Mooney
  • Robert Lim
  • Andre Couto Silva
  • Lachlan Abbott
Client Capitaliz
Services
  • App Development
  • Project Management
  • UX Design
  • Customer Mapping
  • Brand Identity
  • Brand Strategy
  • Naming
  • Copywriting
Project Team
  • Chris Nelson
  • Joel Pember
  • Pooja Hoderkar
  • Gabriella Greaves
  • Chris Jones
  • Nathalie Galistan
  • Adam Oliver
  • Vaughn Hockey
  • Joe Mooney
  • Robert Lim
  • Andre Couto Silva
  • Lachlan Abbott
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