FOR CHARTERED ACCOUNTANTS, CPAs AND FIDUCIARIES
Your next transfer mandates may already be in your own client portfolio.
Capinext helps you qualify the signals, prove what the business is really worth, find the best buyer and run the transaction through to closing — under your signature, with your validation.
The value of your profession is moving. Put your firm where it is going.
Technology accelerates production, collection and controls. Trust, judgement, strategy and the ability to run complex transactions gain value. Capinext lets you turn that shift into a structured new practice.
You know the business before anyone else does.
A retirement plan, dependence on the founder, no succession in place, a capital reorganisation or an appetite for external growth: your portfolio holds signals you are best placed to qualify. Capinext never concludes on its own that a business is for sale — the professional qualifies the signal and decides on the conversation.
Advice becomes billable when it takes the shape of a clear offering.
Diagnostic, valuation report, teaser, information memorandum, go-to-market plan, buyer tracking and reporting make your work visible and the value you add legible.
One more line of work, not one more workload.
Collection, checks and formatting are carried by the platform; your people stay on the analysis and on the relationship. That is what makes it possible to open a transfer practice without funding it with hours you do not have.
Prove what the business is really worth.
Several methods, visible assumptions, documented adjustments, comparables and sources build a defensible range. Technology prepares and checks; you validate the analysis.
Stop stopping at the valuation.
Identify, qualify and track buyers and investors at home and abroad. You always decide who to approach, when, and with how much information.
Keep the mandate, the owner relationship and your independence.
Branded workspaces, control of the data, human validation and a private database kept separate let you remain the principal point of contact.
What you hand the platform, and what comes out of it, can be traced.
Named access with a log, separation by file, human validation before anything goes out and a private base kept apart from the shared pool: your client's file does not travel through a tool you do not control.
You do not have to become the sole expert on every phase.
Bring the business lawyer, the M&A professional, the tax adviser, the notary or the auditor onto their own scope. The file stays organised around a lead adviser and one shared audit trail.
The best buyer is not necessarily in your country.
Five working languages, multilingual documents and communications, counterparty search beyond the domestic market, and one continuous file across several countries.
A human contact for your first mandate.
The Capinext team can help you set the file up, understand a step or clear an operational blocker, without standing in for your judgement.
Start guided. Gain autonomy from there.
Expert Mode
Direct access and configurable workflows once your practice is already structured.
Copilot Mode
A guided path, checklists, controls and next actions for the phases you know less well.
Three free tools. Three ways into a better prepared transaction.
Valuation estimate
Get a first structured range to prepare the conversation.
Counterparty matching
Identify the buyers and investors most compatible with the file.
Readiness diagnostic
Measure how prepared the business is and what could slow the transaction down.
End-to-end M&A transaction infrastructure.
Technology prepares, checks and accelerates. The professional analyses, arbitrates and decides.
Your client. Your brand. Your transaction. Local expertise. International execution capacity.
Turn one file into the starting point of an M&A practice.
Test Capinext on a real or imminent mandate, then measure the quality of the data, the deliverables, the counterparties and the pipeline.