Capitaliz January Insights
We hope you had a safe and happy holiday! Capitaliz is excited to start the New Year off strong with system improvements and new advisors.?
Dynamic Revaluation Is LIVE
Dynamic Revaluation?, the newest enhancement to the Capitaliz platform, provides real-time updates to the value of your client's business as you improve the firm. Used as a significant tool for advisors in terms of how you're engaging with clients and how you're explaining value and acceleration as things go. Our new feature's main goal is to capture the value of ongoing changes for a real time analysis of where your client and their business stand. See below how updating financials' gives you real-time results.
Schedule a session with our platform expert to learn more about how it works and how you can get started today!?
Join Capitaliz Founder, Dr. Craig West at the 2024 Exit Planning Summit:
Capitaliz is proud to announce our founder, Dr. Craig West, will be speaking at the Exit Planning Institute’s 2024 Summit!
The Exit Planning Summit is a conference where top advisors, their teams, and business owners come to share transformational experiences, build deeper relationships, and uncover innovative solutions for their business.
The Exit Planning Summit is the coming together of the Certified Exit Planning Advisor (CEPA) Community. The best CEPAs from around the world collaborate with their supporting partners and colleagues that are all helping business owners to create more significant companies. CEPAs will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.
We look forward to seeing you all this spring!
Register to reserve your spot at the Exit Planning Summit at www.exitplanningsummit.com
Capitaliz News Features:
With the help of the distinguished publications and podcast below, Capitaliz is able to discuss how our platform is helping advisors and businesses achieve maximum potential with data driven research and proven results.
Wealth Management features news about how Capitaliz is helping make valuations for advisors and business owners easier!?
Wealth Management features Capitaliz in their tech trends to watch in 2024, focusing on our new advancement Dynamic Revaluation.?
Dynamic Revaluation is Capitaliz' newest software development that is paving way for valuations. One-of-a-kind technology that helps you see in real time where your client's business stands.
Our trusted Advisor Mark Dorman Welcomes Dr. Craig West to Finish Big to talk about his nine-step exit plan and how he helps business owners achieve their optimal exit strategy. Listen to their insights here!
领英推荐
Hosted by Dr. Craig West, a leading exit planning advisor, and founder of Succession Plus and Capitaliz.
Explore the following throughout the challenge:
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Listen now on Spotify or Apple Podcast
Meet Our Newest Advisors and Team Members!
Our team is happy to welcome back our Vice President of Customer Relations, Sam Walters, to the Denver location and the United States! Friendly reminder we are located at 1800 Wazee street, Suite 300 in Denver Colorado. Feel free to schedule a visit with our team and resident mascot "Babs" anytime.?
Daniel White
MSOD
Vice President
Organizational Development & Family Business Services
Rob Engel
CFP
President of Engel Business Transitions
Capitaliz Webinar Available Now!?
Friendly reminder that our version of Capitaliz,?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.
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.
Capitaliz, 1800 Wazee Street, Suite 300, Denver, CO 80202