Is your business worth what you think?
And more importantly — is it ready?
A dedicated M&A director who prepares and executes your succession through to closing: valuation, governance, buyer mapping. Embedded with your team, at a fixed price.
Succession cannot be improvised
You built this business over 20 or 30 years. But between valuation, family governance and the tax calendar, preparing a succession is a project in its own right.
No visibility on value
You have never had your business valued by an M&A professional. The figure you have in mind may not reflect market reality.
Tax window ignored
Pacte Dutreil, gift-partition, age-related allowances — every year without preparation is a lost tax optimisation. The calendar is working against you.
Accountant ≠ M&A advisor
Your accountant knows your books. But they don’t know the buyer market, don’t negotiate sales and don’t structure transactions.
Your situation through a buyer’s eyes
In under one week, you know exactly where you stand — and what needs to happen next.
Capitalistic Assessment
An M&A director embedded with your team
What your CFO doesn’t have the time, skills or tools to do.
- ✓ Valuation monitoring (impact of decisions on value)
- ✓ Succession watch (Pacte Dutreil, tax optimisation)
- ✓ Governance monitoring (family charter, board)
- ✓ Buyer red flag tracking (remediation)
- ✓ 1 strategy session / month (1h)
- ✓ Response within 48h
- ✓ Everything in Watch +
- ✓ Succession plan (5-year calendar, monthly updates)
- ✓ Financial normalisation (adjustments, monthly updates)
- ✓ Buyer mapping (enriched every month)
- ✓ Governance structuring (tracking & progress)
- ✓ 4 sessions / month + dedicated channel
- ✓ Response within 24h
- ✓ Everything in Prepare +
- ✓ All modules included
- ✓ Full sale / succession management
- ✓ Buyer outreach and initial contacts
- ✓ Data room preparation & management
- ✓ Coordination with notary / tax advisor / accountant
- ✓ Family / shareholder relationship support
- ✓ Unlimited sessions, response within 4h
Minimum commitment 3 months (monthly) or 12 months (-20%).
How it works
30-minute call
We understand your situation, your challenges, your timeline. Free, no commitment.
Capitalistic Assessment
Your situation seen through an investor’s eyes. Delivered in under one week.
Tailored roadmap
What needs to happen, in what order, at what cost. You decide what comes next.
Not ready for a subscription? Stand-alone modules are available — valuation, documentation, data room — so you can move at your own pace, at a fixed price.
Prepare your succession with a dedicated M&A director
30 minutes to assess your situation and define the next steps.