“Capitaliz” on the Value Potential of Your

Clients’ Businesses


"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. 

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

About the Presenter:

Learn from industry expert Sam Walters.

Meet the Presenter

This meeting will be held virtually through Zoom and in-person at Calvin University, Prince Conference Center, Willow East Conference Room.

Address: 1800 E Beltline Ave SE, Grand Rapids, MI 49546


The EPI West Michigan 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 www.EPIGrandRapids.org.

About the Presenter

Sam Walters

Sam Walters

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.