DRIVING VALUE FORWARD WITH CAPITALIZ: STRATEGIC DECISIONS & EXECUTION THROUGH THE DECIDE GATE
Join the Capitaliz team for the upcoming session in our series on the Value Acceleration Methodology as we explore the critical Decide Gate—a pivotal point where business owners and advisors determine a strategic path forward. Building on insights from the Discover and Prepare Gates, this webinar will give a look into the decision-making processes that drive business growth, determine exit strategies, and map out the prioritized action plan through execution.
Learn how to leverage targeted value acceleration strategies such as hiring key talent, investing in new equipment, diversifying or expanding into new markets, streamlining operations and customer service procedures, and making strategic acquisitions. We’ll also incorporate insights from the 2025 EPI Exit Planning Summit to provide the latest trends and best practices. Plus, you’ll see how Capitaliz serves as a full-service, end-to-end platform designed for advisors to bring valuation, planning, and project management into one robust solution – all in one place.
This webinar will equip you with the tools and knowledge to make informed decisions at the Decide Gate—helping you accelerate business value and optimize exit planning outcomes for your business owner clients.
Learning Objectives:
- Understand the significance of the Decide Gate within the Value Acceleration Methodology and how it influences strategic decision-making.
- Learn proven strategies for accelerating business value, including talent acquisition, market expansion, and operational improvements.
- Gain insights into aligning acceleration initiatives with long-term exit planning goals and how to monitor real-time progress with Capitaliz.
- Explore recent trends and best practices from the 2025 EPI Exit Planning Summit to inform your decision-making process.
- Identify actionable steps to effectively navigate owners through the Decide Gate to optimize business growth and exit readiness.
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
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.
ABOUT THE PRESENTER
Jared Johnson joined Capitaliz in February 2024 as the President of North America, bringing a wealth of experience in exit and succession planning and executive leadership. Prior to joining Capitaliz, Jared served as CEO of the Business Enterprise Institute (BEI), where he built resources and tools for advisors, increased membership, and expanded advocacy for exit planning. During his tenure, Johnson successfully transformed BEI into a premier content and resource hub, catering to advisors and exit planners in the United States and Canada. Before joining BEI, Jared held strategic roles at Convergys, Citibank, and AOL.
