Capitaliz

Unlocking growth through digital transformation

Overview

Client Capitaliz

Year of Completion 2022

Location Australia

Capitaliz is a financial services firm that provides tailored investment strategies and portfolio management solutions to high-net-worth individuals and institutional clients. The sophisticated website created for Capitaliz reinforced the firm's credibility in the financial sector. By clearly presenting their services and expertise, the redesign resulted in improved client acquisition and retention, ultimately contributing to business growth and a stronger market position.

Impact

Launched global platform

Expanded the exit adviser network from 15 to over 300 advisers globally.

95% reduction in delivery time

Enabled quicker, actionable insights for business owners, enhancing scalability.

Increased market value

Drove substantial market value growth with an industry-leading digital platform.

Streamlining exit planning
to scale globally

Succession Plus is a specialist strategic advisory firm that assists SME owners to unlock business value through sale or succession.

Through an industry-leading IP, the 21-Step Business Succession & Exit Planning process, Succession Plus assesses financial performance, non-financial maturity, and risk, to provide business owners with a roadmap to improve profitability and exit successfully.

Despite the high demand for the 21-step process, the advisory faced scalability challenges due to a limited number of advisors and time-consuming and arduous measurement methods.

To scale internationally, Succession Plus needed to transcend the traditional employee-adviser model with a new offering.

Juicebox saw an opportunity to design and develop a digital platform, Capitaliz, that would automate the renowned 21-step process, thereby streamlining advisory services and delivering more value to clients in less time.

Industry-leading platform
for exit planning and business valuation

Capitaliz aimed to penetrate key markets in the US, UK, and India, onboard over 200 new advisers by FY2024, and enhance the value of more than 500 businesses. To achieve this, Juicebox set out to:

Digitise the 21-step process: Seamlessly integrate the process while maintaining its integrity and effectiveness.
Map the existing customer journey: Identify pain points and opportunities for digital transformation.
Design a user-friendly onboarding process: Develop an intuitive onboarding experience to educate users on the platform’s benefits and functionality.
Integrate with accounting platforms: Integrate with major accounting systems and global business data centres to ensure accurate data and insights.
Streamline the valuation process: Create a purpose-built digital platform that maximises intellectual property and scalability.
Reach key markets: Position Capitaliz as the premier solution for business valuation and exit planning.

Overview

Easi is a salary packaging and novated lease provider with over 15,000 employees under contract. Employers were happy to encourage employees to take up a novated lease, but Easi was struggling to increase enquiries and reach a new audience.

Streamlined valuation process

An intelligent SaaS platform that simplifies valuation and provides actionable insights to business owners.

Intuitive user experience

Transformed the 21-step process into an intuitive user experience that guides advisors through valuation.

Developed reporting logic

An automation process designed to analyse millions of data points and provide up-to-date valuation reporting for users (Dynamic Revaluation).

Invented Value Potential Index (VPI)

Delivers a unique metric, The Value Potential Index (VPI), to demonstrate SME growth in unlisted markets.

Developed a unique learning management system

Onboarded and educated advisers effectively with tailored content through The Capitaliz Academy.

Directed targeted creative campaigns

Marketing campaigns aimed at leading exit planning conferences to drive growth and adoption.

Expanding Capitaliz
into global markets

Through meticulous planning and execution, Juicebox transformed Succession Plus’s service model into an industry-leading digital platform, Capitaliz, which exemplifies customer experience (CX) innovation.

This transformation enabled advisers to engage with a larger number of clients across multiple geographic markets, resulting in efficiency gains, cost savings, increased client acquisition, and revenue generation.

Key outcomes:

Adviser network expansion:
15 employed advisers to over 300 advisers globally, including in the US, UK, Australia, and New Zealand.

Significant reduction in valuation process time:
From an average of two weeks to just four hours, marking a 95% reduction in delivery time.

Active usage:
300 advisers actively use the platform, supporting 570 SMEs.

Market value increase:
Succession Plus has experienced a significant increase in market value since adopting the platform.

Impact Delivered

Expansion of the exit adviser network from 15 to over 300 advisers globally.

95% reduction in delivery time.

Continued growth and adoption of Capitaliz as the industry leader in business valuation and exit planning.

Partnerships with the Exit Planning Institute (nearly 8,000 advisers globally) and the Business Enterprise Institute (approx. 2,500 advisers globally).

Positive feedback and testimonials from business owners and advisers, highlighting the platform’s effectiveness in providing real-time valuation and actionable insights.