CAPITALIZ ON THE VALUE POTENTIAL OF YOUR CLIENTS' BUSINESSES
Work thru a live case study showing how the Capitaliz 21 step model using the five stages of value will help you deliver consistent exit planning advice at scale. This platform uses the IP that has been used to successfully exit over 800 clients over 12 years.
- Understand the 21-step methodology to accelerate and unlock value.
- Review a Business Insights Report – the ultimate triggering event.
- See the Value Potential calculated live.
- Understand how dynamic revaluation can demonstrate real ROI on the exit planning investment
- See the platform deliver on collaborative engagement
About the Presenter:
Learn from industry expert Sam Walters.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Sam Walters:
Succession and exit industry specialist adviser, Sam Walters, is Vice President (Client Relationships) with Capitaliz. Sam has specialized in exit planning since 2012 and has worked with circa 1,000 business owners to date. In 2015, he was named a 40 Under 40 Honoree by the National Association of Certified Valuators & Analysts. He holds qualifications in accounting, financial analysis, credit analysis and business broking.