?? How do your clients define a "successful" exit? If you missed our last episode, Dr Craig West and Jared Johnson MBA explore the focus on building significance in exit planning and the impact of a meaningful exit to the owner. Learn how to help your clients achieve exits that align with their values and ensure lasting impact. ?? Tune in here: https://hubs.li/Q02Y6tLy0 #CapitalizInsights #BusinessExits #SignificantSuccess
Capitaliz
软件开发
Denver，Colorado 724 位关注者
Business valuation assessment and value acceleration software made for exit planners by exit planners.
关于我们
Capitaliz is the authoritative tool to identify, protect, maximize and extract the $10 trillion tied up in privately owned businesses. Capitaliz is a game-changer for any succession and exit planning adviser aiming to successfully engage more clients through powerful business insights and scale their business operations through proven process productivity and efficiency gains. Powered by Succession Plus, Asia Pacific's leading succession and exit planning advisory consultancy, Capitaliz is based on millions of exit planning data points. Those rich datasets help power Capitaliz to benchmark and compare businesses across hundreds of sectors and industries internationally. Capitaliz enables exit planning professionals to work collaboratively with clients and stakeholders in delivering scalable business valuation, succession, and exit planning outcomes. Using data, not guesswork.
- 网站
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https://www.capitaliz.com
Capitaliz的外部链接
- 所属行业
- 软件开发
- 规模
- 11-50 人
- 总部
- Denver，Colorado
- 类型
- 私人持股
- 创立
- 2020
- 领域
- Succession Planning、Business Valuation、Business broking、Value enhancement、Transaction marketplace、Business Valuation、Exit Planning、Exit Consultancy、B2B Software和Software
产品
地点
Capitaliz员工
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Dr Craig West
Business Succession and Exit planning specialist Succession Plus and Capitaliz founder
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Jared Johnson MBA
President North America | Value Creator | Strategic Driver
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Sam Walters ????
Helping you achieve ROI on your exit planning credential | VP @ Capitaliz
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Son Nguyen, CPA
Senior Financial Analyst / Head of Valuation
动态
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?? Exciting news! Join us in welcoming Collin to the Capitaliz team as our newest Business Development Specialist! A proud Cal Poly graduate with a background in engineering, Collin hails from sunny San Diego. When he’s not driving business success, you can find him skiing, golfing, or exploring the aisles of Costco. Fun fact: his favorite color is blue, and he’s a big fan of cats! We’re thrilled to have you on board, Collin! ?? #Welcome #TeamCapitaliz
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?? Mark your calendars! Join us on December 3 for an exclusive webinar hosted by Capitaliz in partnership with the Exit Planning Institute. We'll be tackling common advisor questions and providing actionable solutions to help you excel in your planning endeavors as we head into 2025. Learn more and register at the following link: https://hubs.li/Q02X2xFQ0 #Webinar #EPI #AdvisorSolutions #Capitaliz
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You asked and we heard you ?Claim your limited-time trial of Capitaliz this November, at no cost. Gain 14 days of full access to our Academy and 21 days to produce FIVE complimentary Value Gap Assessment reports. See firsthand how the Capitaliz platform accelerates business value and drives client success. Claim your free trial today: https://hubs.li/Q02XzWXz0
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??Calling all CEPAs! You can now earn 12 hours of CE credit with Capitaliz! Enroll in Capitaliz Academy to gain access to exclusive training and on-demand courses designed to enhance your skills, leverage your certification, and help you better serve your clients better. Book some time with our team at the link below to learn more. ?? https://hubs.ly/Q02Yf9_50 #Exit Planning Institute #CEPAs #ExitPlanning #CapitalizAcademy
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?? The latest VPI Reports for Q2 2024 are now available! Dive into the data, insights, and trends shaping the future of planning and understanding business value potential. Download your copy based on your geographical location and learn more here: https://hubs.li/Q02X2bj90 #VPIReports #Q22024 #CapitalizInsights
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?? New Episode Alert! Our latest Capitaliz Insights Podcast episode is now live. Join Dr Craig West and Jared Johnson MBA as they discuss the "Shift to Significance" and how business owners can prepare for exits that are both successful and meaningful. ?? Listen Now:https://hubs.li/Q02Y6vXh0 #CapitalizInsights #ExitPlanning #ShiftToSignificance
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If you didn't get a chance to catch today's case-study presentation, the recording is now live at the link below. Tune in to hear strategies implemented - from fee structures to key projects - and what made the greatest impact for the owner and company staff. Check it out: https://hubs.li/Q02Y8nDQ0
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Check out Dr Craig West's latest article as an official member of Forbes Business Council: Designing A Remuneration Strategy To Attract, Retain And Reward Key People Read More: https://hubs.li/Q02X26G00
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?? Exclusive Limited-Time Offer for Advisors! Dive into the power of Capitaliz at NO cost this November. Enjoy 14 days of full access to our Academy and generate up to FIVE free Value Gap Assessment reports. It's the perfect chance to see for yourself how Capitaliz can support your clients and accelerate your advisory services. Click here to claim your free trial: https://hubs.li/Q02XzSnM0 #Capitaliz #FreeAccess #AdvisoryServices
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