CPA, Accountant, Fiduciary:
turn every business sale into a billable M&A mandate.
You already know your clients’ numbers. With Capinext, you also pilot the entire transaction — valuation, memorandum, buyer matching — under your own brand.
The problem you know well
A client tells you they want to sell their business. You have been advising them for 15 years. Yet the M&A mandate goes to a third party — an investment bank or M&A advisor — who will bill 150–500K in fees. You lose the mandate, sometimes the client.
Without Capinext
With Capinext
What Capinext does for you, concretely
Early detection
The decision questionnaire (module 1) gives you a structured framework to discuss succession with your client — without being intrusive.
Automatic data extraction
Upload financial PDFs. AI extracts, normalizes and classifies data over 3 fiscal years. No more manual entry.
Multi-method valuation
Sector multiples (EV/EBITDA, EV/Revenue), DCF, asset-based, goodwill. Min/avg/max range with exportable PDF report.
Memorandum & teaser
Generate a professional memorandum (50+ pages) and anonymous teaser — at investment banking standards. Your logo, your brand.
Buyer matching
6,500+ qualified contacts. AI scores compatibility. Exportable shortlist to launch your outreach campaign.
End-to-end tracking
From decision to closing: 7 guided modules, integrated data room, audit trail, electronic signature.
Result: a high-value advisory positioning
Try for free with 3 open-access tools
Ready to pilot your first M&A mandate?
Join the first CPAs and Accountants transforming their practice. 1 mandate free, founder terms, Swiss hosting.