Capitaliz

??Exciting news for Capitaliz users and soon-to-be users! As we round out Q1, we're thrilled to introduce our new 3rd Party Integration feature, released earlier this year! Now you can easily connect with QuickBooks and Xero, streamlining and simplifying the process of collecting vital client financial data. ??Say goodbye to the hassle of document requests or manual calculations and hello to efficiency! Read more on our latest blog to learn how this feature can transform your workflow: https://hubs.li/Q03dNGyX0 #Capitaliz #3rdPartyIntegration #QuickBooks #Xero #Efficiency

Join us next Tuesday in partnership with the Exit Planning Institute for an action-packed webinar dedicated to the Prepare Gate of the Value Acceleration Methodology. Participants will learn essential conversation and client engagement techniques that utilize your transferable skills and exit planning expertise. Key Takeaways: ? Understand Risk Mitigation Strategies: Identify and address operational, financial, legal, and personal risks that could impact business value. ? Conduct Comprehensive Assessments: Use in-depth analysis to reveal strengths and weaknesses, and develop strategies for improvement. ? Integrate Personal Financial Planning: Ensure a seamless transition upon exit by evaluating the owner’s complete financial situation. ? Implement Actionable Steps: Move from data gathering to implementing effective changes and mitigating risks. This session will provide ways to make an immediate impact in your client engagements, share how to position yourself and your practice with proven methods, and preview what's to come from Capitaliz presentations at The Exit Planning Summit this May. ?? Register now: https://hubs.li/Q03dKVkT0 #ExitPlanning #Webinar #RegisterNow

?? Exciting News! ?? Capitaliz is proud to be a Gold Partner of The Exit Planning Summit, happening May 4-6, 2025 in Port Charlotte, Florida! Our sponsorship speaks to our mission to serve and empower advisors who are helping owners prepare plans, accelerate value, and achieve positive exit outcomes. The comprehensive nature of the Capitaliz platform was designed to help advisors streamline processes and scale their practices, no matter what role or stage in their advisory journey. We're looking forward to exhibiting, speaking and being present at this premier event to connect with hundreds of industry leaders and experts in this space. We can't wait for the conversations to come... more details coming soon! https://hubs.li/Q03dKt690 #Exit Planning Institute #ExitPlanning #ExitPlanningSummit2025 https://hubs.li/Q03dKsqm0

This is your sign to register for the 2025 Exit Planning Summit! With 44 powerhouse Partners at this year’s Summit you’ll gain insights, strategies, and connections that redefine what’s possible. It’s all about more growth, more impact, and more success this year. Are you ready to surround yourself with the best in exit planning? Secure your spot now below! https://hubs.li/Q039tTq90 REAG Capitaliz The Founders Group EOS Worldwide Strazzeri Mancini, LLP American Endowment Foundation BizEquity Capital Group Cornerstone Business Services, Inc. CSG Partners | ESOP Advisors Cultivate Advisors CVM: The Value Growth Company ella The ExitMap ExitSmarts Focal Point FocusCFO? Generational Group Keap LAK Group Madison Insurance Group Manulife MassMutual Maus Software My Biz Value National Christian Foundation Nationwide Financial Ninety OneDigital Paramax Corporation Pinnacle Business Guides Questar Capital Partners Quist Valuation RBC Wealth Management RISIR SES ESOP Speciality Wealth Advisory The Business and Exit Planning Advisors at Raymond James & Associates The Family Business Consulting Group, Inc. (FBCG) The Stream Protection Plan The Value Builder System? #2025ExitPlanningSummit #ExitPlanning #ExitPlanningInstitute #EPI #CharlotteHarbor #Florida

If you missed our latest live presentation, catch the recording on demand on our website! ? Tour our webinar library and tune into yesterday's session on redefining your role on the advisor team in order to win high-value, long-term planning engagements. Watch here: https://hubs.li/Q03dxSB60

??? Are you looking for innovative ways to attract new clients and spark meaningful conversations? We’ve got you covered in the latest episode of the Capitaliz Insights podcast: Turning Curiosity into Conversations: Using the Value Gap Assessment as a Marketing Tool. Whether it’s through email signatures, newsletters, social media, or event marketing, this assessment tool can help you engage prospects, build trust, and differentiate your advisory services. ??Check out the full episode: https://hubs.li/Q03cw_6c0

There's still time to sign up! ? Join us tomorrow at 4:00 PM ET for a webinar with Capitaliz President,Jared Johnson MBA. Learn how collaboration is key in the 21-step exit planning process and how different advisors contribute to the team. Key Takeaways: ??Shift from traditional roles to focus on your desired impact as a contributor, builder, or leader. ??Discover role-specific functions and Capitaliz tools to boost your effectiveness. ??Learn to integrate a proven planning process and showcase your advice's value with data and recommendations. ??Plus time for Q&A and more! Don't miss the chance to redefine your role and secure high-value, long-term engagements. Register here: https://hubs.ly/Q03cx7Qy0

?? Do your clients know the difference between their business’s current value and its potential value? This simple question can spark curiosity and drive engagement on social media. In our latest podcast episode, Craig West and Jared Johnson share how advisors can use the Value Gap Assessment in versatile ways to captivate their audience and create meaningful conversations. ?? Listen now: https://hubs.li/Q03c8Fpn0 #SocialMediaMarketing #AdvisoryServices #ExitPlanning #ValueGapAssessment #Podcast

?? Attention Advisors! Join our upcoming webinar next Tuesday, March 25 at 4:00 PM with the Capitaliz crew for insights into the specific roles advisors play in collaborative exit planning. You'll gain a deeper understanding of the functions of a contributor, builder and leader roles within the advisor team, and how Capitaliz tools can support your journey. Sign up today and join us next Tuesday afternoon! https://hubs.li/Q03c8LbF0

?? How would you define your role on the advisor team? Join us on Tuesday, March 25 at 4:00 PM for an impactful webinar with Jared Johnson MBA, President of Capitaliz! Explore the vital role of collaboration in the 21-step exit planning process to understand how different types of advisors contribute at various stages. This presentation will shift your mindset from merely identifying as an advisor type to embracing the role you want to play—whether as a contributor, builder, or leader on the team. Register here: https://hubs.li/Q03c8z6g0