CPA, Accountant, Fiduciary:
turn every business sale into a billable M&A engagement.
You already know your clients' numbers. With Capinext, you also pilot the entire transaction — valuation, memorandum, buyer matching — under your own brand.
Request pilot accessThe 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 engagement, 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 engagement?
Join the first CPAs and Accountants transforming their practice. 1 engagement free, founder terms, Swiss hosting.
Request pilot access