Like Rocket Fuel for Your

Exit.

Business Sale.

Acquisition.

For the last decade we’ve been the advisor to advisors: building one of the first online business valuation calculators used for lead-gen (it’s been copied hundreds of times), creating the playbooks, funnels, and underwriting models many brokerages still run on, and ghost-preparing client materials such as CIMs, data rooms, buyer lists, and diligence checklists that closed deals. We didn’t invent the profession, but we did help modernize how brokers and M&A firms source, value, package, and market businesses. That’s why many of them still hire Captyx to prep their clients or to run the whole process when the stakes are high. Want proof? Ask for anonymized case studies and references.

Short answer: less than the “$60k upfront + mystery math” you’ve probably seen because we tie fees to execution and outcomes, not promises.

How our pricing works

• Readiness & Valuation (free): A scoped, deliverable-based prep sprint (valuation, risk audit, buyer-grade materials).

• Market Scale Program (optional): The only program in the industry that implements proven solutions to help your business sell, often for higher than the initial valuation. Depending upon the size of business and nature of services, this is normally between $2,000 and $8,000 per month with the goal of returning the investment along the way or at close with a higher valuation and multiple.

• Success Fee (at close): A tiered percentage of enterprise value (a modified Lehman-style scale) paid only when the deal closes. If you are on the Market Scale Program (MSP) – you pay less at close (4-8%), otherwise it’s 8% for less than $1M and Double Lehman for over $1M.

Typical all-in ranges (guide, not a quote)

• $1M–$3M EV: ~5%–8%

• $3M–$15M EV: ~3%–6%

• $15M–$50M+ EV: ~2%–4%
  Deal complexity, buyer universe, and timeline can move these up or down—we’ll price it transparently before we start.

Real question – how much will it cost you if you don’t sell your business?

Most well-run sell-side processes take 5–9 months. We’ve done “lightning” deals in 60–120 days when the company is turnkey and diligence-ready, and we’ve seen complex, regulated, or carve-out deals run 9–12+ months.

Typical timeline (operator view):

• Readiness & valuation (prep): 2–4 weeks — clean financials, KPI pack, thesis, data room.

• Buyer outreach → IOIs: 4–8 weeks — targeted approaches, first-round indications.

• Management meetings → LOI: 2–4 weeks — competitive tension to best terms.

• Confirmatory diligence → close: 60–120 days — QoE, legal, financing, WC peg, docs.

What speeds it up: clean books, QoE-ready data, diversified revenue, assignable contracts/leases, responsive counsel, decisive seller.

What slows it down: messy financials, customer concentration fixes, change-of-control consents (landlord, vendors), regulatory reviews, carve-outs, buyer financing, holidays.

How Captyx compresses time: we front-load prep, run workstreams in parallel, keep a strict buyer decision calendar, and back it with performance guarantees and weekly pipeline reporting so you keep running the business while we run the process.

80% of businesses will not sell – Captyx has the only program that can weigh the odds in your favor and turn the “no” into a roadmap to yes.

If your business doesn’t sell in the initial go-to-market window, we pivot to our Captyx Market Scale™ Program—the only program in the industry that helps owners increase valuation, improve sellability, and act on real buyer feedback. Using our proprietary buyer feedback loop, we aggregate the primary reasons buyers passed, pool what they would need to see to buy, and convert that into a prioritized execution plan. It’s rocket fuel for exit planning.

Backed by our parent company Matyx, we don’t just advise, we implement. Depending on the gaps, our team can stand up or tune: automations and SOPs, hiring and org design, lead generation and “curb appeal,” financial reporting and KPIs, streamlined operations, marketing, customer acquisition, and sales programs—often the deciding factors between an LOI on your company or the competitor down the street.

What this looks like in practice:

• Diagnose & quantify: price/structure mismatches, QoE issues, customer concentration, owner dependency, weak pipeline, WC/CapEx drag, compliance, or narrative gaps.

• Execute 60–120 day sprints: fix the few things that move valuation and certainty the most.

• Re-enter the market with a stronger thesis, cleaner data room, broader buyer universe, and tighter process.

Options can also include adjusting structure (earn-outs, rollover, seller note), widening the buyer set, or timing a relaunch to hit key milestones. Either way, you leave with a better business and a clearer path to a premium outcome—not just a “listing that expired.”

Want to see where the leverage is? Ask for a Market Scale™ assessment and we’ll show you the exact steps to turn today’s pass into tomorrow’s competitive LOI.

No. No long lock-ins or “gotcha” exclusivity. We earn the relationship week by week.

We don’t use exclusivity agreements to hide behind a lack of work ethic. Our standard engagement focuses on execution with performance guarantees and weekly pipeline reporting—not handcuffs. After 180 days, you’re free to sell to whomever you want and list on other platforms. The only agreement after 180 days is a simple one: if we introduced a buyer and you accept that buyer’s offer, our commission structure applies. That’s it.

If you want the fine print, we’ll share a one-page engagement letter that spells out milestones, deliverables, and off-ramps—clear, transparent, and aligned to outcomes.

Incredibly Experienced. We put brokers and M&A Advisors on the Inc. 5000 list (us too!), in the Axial top 25 broker list, and built the first online business valuation calculator.

We’ve valued 1,500+ businesses and been part of 200+ buy- and sell-side transactions. We’ve also started, bought, scaled and sold our own companies, so our advice is operator-tested, not academic. Over the last decade we’ve built a curated buyer universe (PE, strategics, family offices, entrepreneur-operators) and run processes across services, SaaS, e-commerce, industrials, home services, and healthcare—typically in the $1M–$50M EBITDA range (and selectively outside it). Brokers and M&A advisors routinely hire Captyx to prep their clients—we even built one of the first online valuation calculators that many firms now copy. Add our performance guarantees, diligence-ready materials, and weekly pipeline reporting, and you get an advisory that’s shipped real outcomes, not just listings. Want specifics? We’ll share anonymized case studies and references on request.

Out of 1,500+ business valuations we can tell you that over 30% of those businesses sold and 100% of them were within 10% of the valuation we prepared.

Too many percentages? – Just know our valuations are trusted by dozens of business brokers, banks, investment advisors, private equity firms, and M&A Advisors. 

Our valuations are built from the same lens sophisticated buyers use: a normalized EBITDA/SDE recast, quality-of-revenue and concentration analysis, working-capital and CapEx modeling, precedent transactions and market multiples (right-sized for your scale/growth), plus a DCF sanity check. We also model buyer-specific synergies to show why you may be worth more to certain acquirers.

How close do we land? In most prepared processes, our indicative value falls within a tight band (often ~5–15%) of signed LOIs, and LOI-to-close movement typically reflects diligence findings or structure (earn-outs, WC peg, QoE adjustments). When sellers complete our readiness sprint (clean books, KPI pack, contracts, risk register, data room), that variance narrows even further.

What moves numbers after valuation:

• QoE discoveries (misclassified expenses, seasonality, accruals)

• Working-capital peg and cash-conversion dynamics

• Customer concentration and renewal evidence

• Maintenance vs. growth CapEx clarity

• Legal/contract assignability, regulatory, tax items

• Macro and credit conditions; deal structure (earn-out, rollover, seller note)

We keep accuracy high by front-loading evidence (buyer-grade materials, risk mitigations) and by using our proprietary buyer feedback loop to refine assumptions in real time during outreach. If you want a precise view for your company, we’ll share a one-page valuation memo with the value bridge, comps, and the levers that can lift your number before you go to market.

Lower-middle market to mid-market, with flexibility when fit is strong.

If your business has $300K+ in adjusted earnings and you have more than 3 to 5 people on your team, we can help!

We most commonly represent companies with $1M–$150M enterprise value (roughly $1M–$75M+ revenue or $300K–$30M EBITDA). We’ve executed across services, SaaS, e-commerce, manufacturing, products, energy, industrials, home services, healthcare, and more. 

Deal types we run:

• Full exits and majority/recap transactions

• Minority growth equity and structured capital

• Carve-outs and divisional sales

• Programmatic roll-ups (sell-side and selective buy-side)

Buyer universe: curated PE, family offices, strategics, and entrepreneur-operators in North America (with global reach when the thesis warrants).

Not sure where you fit? We’ll map your likely buyer set and value range in a 15-minute readiness screen then share a one-page plan, pricing, and performance guarantees.

Tire-kickers are everywhere, all at once, and a nightmare to the desperate. We only work with curated, capitalized, and serious buyers, no tire-kickers.

We’re deliberately selective to avoid the Wild West of today’s M&A. We only engage high-net-worth individuals, experienced entrepreneurs/operators, strategic buyers, competitive/platform roll-ups, search funds, private equity, and the occasional family-backed, bootstrapped but credit-worthy buyer. If a party can’t prove capital, a track record, or a credible thesis for your company, they don’t make our list.

How we vet buyers (and keep the process clean):

• Proof of funds / committed capital and lender relationships verified up front

• Thesis fit (synergies, integration plan, value-creation levers) — not just “we like the space”

• Execution history (closed deals, post-close performance, references)

• Decision speed & diligence readiness (team, advisors, underwriting process)

• Confidentiality discipline (NDA first, data staged via secure rooms)

We then run a targeted, staged process—tailored outreach, NDA → call → data room → IOI/LOI—with clear timelines to create real competitive tension without chaos. The result: fewer distractions, stronger offers, higher certainty of close.