Capitaliz Advisors Bootcamp: Build a $2M Exit Planning Practice in 2 Days
Dallas–Fort Worth | September 1–2
For Advisors Ready to Scale
If you’re serious about building a real exit planning practice, not just adding another service, this is for you.
In just two days, you’ll walk away with a clear plan to:
- Win higher-value clients
- Deliver premium advisory services
- Build recurring revenue
- Scale to a $2M practice
This is the right next step if you are currently doing some exit planning work, or actively advising business owners, and you want to build it into a structured, scalable, recurring-revenue practice. It is not an introduction to exit planning concepts.
What You’ll Walk Away With
No theory. Just proven frameworks you can use immediately.
- A clear exit planning business model
- Your ideal client profile and niche
- A strong, differentiated value proposition
- Service packages and pricing that make sense
- A marketing and sales system that converts
- A delivery model you can implement right away
- A scaling roadmap to reach $2M in revenue
The 2-Day Breakdown
Why This Bootcamp Works
Most advisors understand exit planning conceptually. What they lack is a commercial system: a practice built to attract the right clients, price for profitability, and generate recurring advisory revenue year after year.
This bootcamp was built by an advisor who has done exactly that. Craig West has personally onboarded 900+ business owners, built Succession Plus from the ground up, and designed Capitaliz, the platform used by 200+ advisors across 8 countries.
The two days are structured around what actually creates a $2M practice:
- A clearly defined niche and client profile that makes marketing and sales easier
- Service packages and pricing that command premium fees — not hourly rates
- A repeatable delivery model that creates ongoing engagements, not one-off reports
- A team and financial model that scales beyond you as the solo advisor
- Real workflows, scripts, and tools — not theory to adapt later
You leave with a playbook built for your practice, not a generic framework to figure out on your own.
Led by Dr Craig West:
Craig West doesn’t teach theory. He teaches from a practice he built.
As the founder of Succession Plus — established in 2009 and now serving 900+ business owners — Craig built one of the world’s most respected exit planning firms from scratch. He then created Capitaliz in 2021 to give other advisors the technology infrastructure to do the same, faster.
Craig brings 15 years of hands-on advisory experience into two days — including the exact positioning, pricing, and delivery model he used to build a multi-million dollar practice.
- 15-Year CEPA — Certified Exit Planning Advisor
- Exit Planner of the Year (2014)
- Inaugural Inductee, EPI Circle of Excellence
- Doctor of Business Administration (2022)
- Founder, Capitaliz — used by 200+ advisors across 8 countries
- Host, Exit Like a Boss podcast
- Author of five published books on business succession and exit planning
➡️ Connect with Dr. Craig West on LinkedIn
Investment
A single mid-market client engagement — priced at the level this bootcamp teaches — will return your investment many times over. The advisors who attend this bootcamp leave with a business model designed to generate $150K–$300K+ per client relationship, not a one-time report fee.
The $10,000 Summit price includes:
- Capitaliz Advisor Accreditation (CAA) — normally a separate pathway
- Access to the national directory of Capitaliz Advisors
- Two full days of direct instruction with Craig West
- All worksheets, templates, scripts, and frameworks
$10,000 — Summit special (normally $15,000)
Limited Seats
This is a hands-on working session, not a large conference.
To ensure real interaction and practical outcomes, places are strictly limited.
Reserve Your Spot
If you’re ready to build a high-value exit planning practice, this is your next step.
Register and secure your place below to confirm your spot and complete payment.
