Capitaliz on Insight - August 2023
Dr Craig West
Business Succession and Exit planning specialist Succession Plus and Capitaliz founder
Capitaliz will be at the BEI Conference
Capitaliz is proud to sponsor this year's BEI National Conference, in Denver CO August 7-9th. Bringing together innovative ideas and leaders in the industry for one great event! Be sure to visit our booth and say hi if you're attending the conference.
Business Insight Report (BIR) Improvements?
We recently made some improvements related to reviewing drafts and finalizing each Business Insights Report (BIR). Please take a look at the updates carefully. These improvements set the stage for our upcoming release of Dynamic Revaluation.
Add notes to the BIR
A new button called "Add Notes" inside the "View Report" screen lets advisors add custom language to each report. This is not the area for requesting amendments. It is for the advisor to include an extra page at the end of the BIR with anything they would like to add to the report that isn't standard.
New Finalizing Procedure
The new finalizing feature lets you confirm with your client and members of the implementation team that all information provided was accurate before finalizing. The new feature ensures each BIR is derived by clean data so you and your team and springboard to accelerating business value as efficiently as ever.?
Downloadable Drafts for Review
Advisors can now download drafts of BIRs for initial review. We hope this improves your experience, as the previous reviewing process was too clunky and difficult to scroll through the document. Each page in the draft will be watermarked with "DRAFT." You can still download a BIR without the watermark for presenting to your clients. This option is meant for printing and binding a nice presentation version.
Join Us for Happy Hour?
For those in the area, Capitaliz would like to extend an invitation to our open house happy hour. Come network while enjoying a patio view of Denver and meet the Capitaliz team!?here ,?for more information.??
Meet Our Newest Advisors!
Capitaliz Features
Here you can find articles and features of Capitaliz, learn how were helping those in the industry and making an impact on exit planning.?
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Value Potential Index
In case you missed it, Capitaliz published our findings in our?Q1 - Value Potential Index Report.
See how your clients match up against mid-market businesses in our in-depth analysis on the US market. Based on hundreds of private mid-market businesses and reveals that thousands of mid-market businesses have missed out on trillions of dollars in unrealized value due, in part, to non-existent or poorly structured succession plans.
CapitalizNow Always Available on Your Time!
Friendly reminder that our version of?CapitalizNow, ?which provides a complimentary opportunity to learn more about?Capitaliz , is available for access anytime! Gain insights into the platform, explore the Business Insights Report, and access educational modules through our academy.
Course Curriculum:
1. Welcome
2. Capitaliz Features
3. Revenue Generation Tips
4. Bonus Resources & Next Steps
For a personalized in-depth walk-through schedule time with our team expert?here! ?
Want to find out more about how Capitaliz works, and how we can help your practice engage higher-value clients? Get a personal walk through with platform expert Zach Broyles?here.