Capitaliz on the Value Potential of Your Clients’ Business


Capitaliz on the Value Potential of Your Clients' Business

Work through 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.


Learning Objectives:

  • 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


Meet the Presenter:

Learn from leading expert Scott Duke, VP of Sales, Capitaliz.

Meet the Presenter

This meeting will be held at McCarter & English.

Address: Worldwide Plaza, 825 8th Ave, 31st Floor, New York, NY 10019.


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter


Scott Duke

Scott Duke

VP of Sales, Capitaliz

Meet Scott Duke:

Having founded 11 companies, Scott is a lifetime entrepreneur.

He is currently the owner of OpnRoad, an M&A advisory firm servicing businesses with
revenues between $2M-$20M; the VP of Sales for Capitaliz, a SaaS company servicing the exit
planning industry, and the managing broker of a chain of property management companies in
BC, Canada.

Scott is an active board member of the International Business Brokers Association ® and
regularly educates 250+ Realtors through the British Columbia Real Estate Association ®.
Outside of work, Scott enjoys a good surf trip down south and fresh power days in the alpine in
Revelstoke, BC,