Capitaliz

?? 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

Tune into the latest episode of the Capitaliz Insights podcast - Turning Curiosity into Conversations: Using the Value Gap Assessment as a Marketing Tool. Discover how to use this assessment to engage prospects, build trust, and grow your advisory practice. From email to social media and events, we’ve got actionable tips you don’t want to miss! ?? Listen here: https://hubs.li/Q03c4Hxf0 #ExitPlanning #AdvisoryServices #MarketingTips #ValueGapAssessment #Podcast

We’re excited to announce a special webinar in partnership with the Exit Planning Institute, featuring Jared Johnson MBA, President of Capitaliz! ?? Date: Tuesday, April 1, 2025 ?? Time: 1:00 PM ET ?? Topic: "Powering the Prepare Gate: Risk Mitigation & Value Acceleration Strategies" This action-oriented session is designed to empower advisors to take proactive steps in enhancing the value of their clients’ businesses. ?? The webinar will cover: ??Risk Mitigation Strategies: Learn to identify and address operational, financial, legal, and personal risks that can impact business value during the Prepare Gate. ??Comprehensive Assessments: Uncover strengths, weaknesses, and vulnerabilities within business operations and develop effective strategies for improvement. ??Integrative Planning: Explore the importance of aligning personal financial planning with business exit strategies for a seamless transition. ??Concrete Action Steps: Shift from data gathering to actionable steps that can make an immediate impact on your planning practice. This webinar also serves as a preview of the sessions Capitaliz will be hosting at the #EPISummit2025. Don't miss out on valuable insights to power your planning practice! ?? Register Now: https://hubs.li/Q03c4Hsz0 #Webinar #ExitPlanning #RiskMitigation #ValueAcceleration #Capitaliz #EPI #BusinessAdvisors

Missed Yesterday's Webinar? Catch the Recording! ?? Check out the training session hosted by Zach Broyles, Capitaliz VP of Client Success, as he dives into the critical topic of sustainable growth and how it impacts business value. Zach presents valuable insights on: ??Understanding sustainable growth rate analysis and its implications for your client's business. ??The key components of the Business Insights Report that can guide your financial strategies. ??Practical examples from Capitaliz clients to illustrate sustainable growth calculations. ??Strategies for self-financing growth while minimizing risks. Whether you're a business advisor or a small to mid-market business owner, this presentation is packed with insights that can empower your growth strategy and enhance your client engagements. ?? Watch the full recording now and take a step towards informed decision-making! https://hubs.li/Q03bQnL90

If you're looking to stay ahead in all things exit and succession planning, check out the Forbes Business Council content hub where you can find a library of articles by our founder, Dr Craig West. From corporate governance and remuneration strategies to employee ownership and value acceleration, there are a range of articles for advisors and business owners alike. Check it out and stay tuned for more content coming soon to broaden your understanding of business advisory. https://hubs.li/Q039bC890 #ForbesBusinessCouncil #ExitPlanning #SuccessionPlanning #CraigWest #BusinessInsights

?? Join us for an insightful webinar tomorrow at 1:00pm ET as we kick off our Capitaliz webinar series breaking down data within the Business Insights Report! Tomorrow's topics - sustainable growth rates. Learn how keeping money in your business can fuel future growth and how to structure value acceleration strategies based on sustainable growth rates. Don’t miss out—register now: https://hubs.li/Q0395FGv0 #SustainableGrowth #BusinessValue #Webinar

Check out this insightful article by our founder, Dr Craig West on maximizing client success with Capitaliz, now live on the Exit Planning Institute blog. Discover practical tips on turning software features to tangible advisor benefits to transform your approach to client relationships and boost your business growth! ?? Dive into the future of client success now: https://hubs.li/Q03969_N0 #ClientSuccess #BusinessGrowth #Capitaliz #EPI #ExitPlanning

?? Interested in learning more about the elements that impact value acceleration? Join Zach Broyles, our VP of Client Success, on March 13 at 1:00 PM ET for an in-depth look at sustainable growth rates. Discover how to leverage data from the Business Insights Report to drive strategic planning decisions. Secure your spot today! https://hubs.li/Q0395HqP0 #BusinessInsights #GrowthStrategies #Capitaliz