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.
- 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.