Access the recording of a recent webinar in partnership with the Exit Planning Institute.
Title: Driving Value Forward with Capitaliz: Strategic Decisions & Execution Through the Decide Gate
Date: Thursday, July 17, 2025 at 1:00 – 2:00pm ET
Host: Jared Johnson, Capitaliz President
Description:
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.
ACCESS THE RECORDING USING THE FORM BELOW:
