Transition Strategy & Solutions

Capitus provides business owners with full service around their transition needs, whether that be late or early in the business life-cycle. We help customize tailor and implement solutions for near term and long term needs.

Stage 1 – Discovery

Personal and corporate needs assessment

Determine personal and corporate readiness

Business Risk Identification

Stage 2 – Options Assessment

Business Evaluation

Multiple Options Review

Stage 3 – Strategy 

Plan Establishment

Internal Resource Fixes

External Resources Acquisition

Value Enhancement

Stage 4 – Execution

Transition Implementation

Services We Offer

– Transition Strategy & Solutions
– Corporate Value Enhancement
– Management Advisory
– Transition Peer Groups

Why Capitus is Different

– We are holistic in our approach. All Capitus advisors have owned businesses and experienced the growth and successful exits of businesses or managed similar ventures.

– We provide succession, transition and exit options to our clients

– We focus on value enhancement over time

Proven Processes and Tools

Discovery: Capitus Value Scan

Planning: Successful Planning Transition Institute ™

Value Enhancement: Value Opportunity Profile ™ (licensee)