Capitaliz September Insights
Capitaliz at the BEI National Conference
Bringing together innovative ideas and industry leaders
The Capitaliz team recently sponsored the BEI National Exit Planning Conference in Denver, Colorado. Special appearances made from our Aussie leaders: Founder of Capitaliz, Dr. Craig West and Vice President of Client Relations, Sam Walters. The BEI conference attendees got a special showcase of Capitaliz' solutions from platform experts!?
Networking Happy Hour
Following the conclusion of the BEI National Conference, our team hosted an open house happy hour at our Galvanize office in downtown Denver. A special thanks to all who came out to share ideas and strengthen the Capitaliz goal of collaboration within the community!
Capitaliz Headquarters Is Moving!
Capitaliz Denver office will be relocating in October. Don't worry, we're not going far! You can find us just a couple blocks away in Denver's Dairy Block district, located at Venture X Denver on the third floor.
We are excited to expand our Denver team and resources to provide the best support for you and your clients. Our Advisors are always welcome to stop by the office for anything you need.?
Meet Our Newest Accredited Advisors!
Jason Goldy
President of TPG Business Planning
Paul Scioli
MSPFP
MBA
CLU
ChFC
Brandon Green
Consulting CFO
Growth and Turnaround CFO
M&A advisor
领英推荐
Dennis Marshall
Consulting CFO
Scott Walley
CPA
CEPA
MBA
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.?
Capitaliz Closes Funding Round:
We announced the closing of our latest round of funding?Madison Marcus, a top law firm in Australia, led the round and are subject matter experts when it comes to ESG at the corporate level.?
This strategic partnership allows Capitaliz to incorporate the ever-increasingly important ESG data into our Business Insights Report (BIR) and 21-step implementation framework. For more information, click the link below!
Along with provided funding, Capitaliz welcomes Eric Boone of Madison Marcus to join our company board.?
Capitaliz Closes Funding Round to Enhance Product and Further Expand Offering to Europe, Americas - Semiconductor Industry Today - EIN Presswire (einnews.com
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.