Capitaliz on Insight - July 2023

We're excited to bring you the latest updates and events from Capitaliz. See below how we're improving our platform, growing our network, and more!?

Platform Improvements?

We are delighted to announce a new major enhancement to Capitaliz, the Actions Items console!

It is already live and is automatically a part of your engagements that have a live Capitaliz monthly subscription in place. No additional costs apply. You will notice a couple of additional navigational aids in each file, a notepad icon in the upper right and a new tab on the file navigational panel on the left.?

Across 800 engagements with Succession Plus in Australia, we consistently found the disciplined documentation of Actions became a critical piece of value addition that led to those clients staying on for months and sometimes years.

?Three critical benefits this technique enables:

• Momentum: owners are consistently thrilled by the progress-spurring nature of this type of accountability system, which they often find very difficult to create and sustain on their own.
• Tangibility: over longer spans of time, a tidily maintained list of actions is strong and clear evidence that you the advisor are constantly adding value.
• Centralization: when combined with giving the owner access to Capitaliz and the 21-step roadmap, it means you the advisor are able to bring all correspondence, all planning and value enhancement endeavors into a central, secure digital environment that you control, putting you a in a commanding coordination position in the engagement.

If you would like some tailored training on minutes, actions and the new Action Items feature, please contact Sam Walters at [email protected]

Join Us at the XPX Next - Virtual Exit Exchange!?

Capitaliz is excited to announce our partnership with the XPX Next - Virtual Exit Planning Exchange! Hosted?online?Tuesday, July 18th, 2023.?We'd like to offer you exclusive member pricing to the XPX online event with our registration code:?nextspnsr23

We will explore:?

• Building Greater Social Capital?
• Tools to Start Long-Term Discussions
• Tools to Build Long-Term Discussions

The Exit Planning Exchange is a network of trusted advisors to privately held businesses. XPX was developed as an open, multi-disciplinary association of experienced professional advisors working toward common goals. XPX includes over 1000 diverse professional advisors and 20 chapters who help their clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

Register Now!?

Meet Our Newest Advisors!

CapitalizNow 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!?

Don't Miss Out on All Things Capitaliz!

Follow us on LinkedIn?for weekly post from our leadership team, event updates, and Capitaliz news! You won't want to miss out on our quickly growing network!

Want to find out more about how Capitaliz works, and how we can help your practice engage higher-value clients? Book a demo with Zach Broyles?here.