Capitaliz Advisers Bootcamp: Build a $2M Exit Planning Practice in 2 Days
Dallas–Fort Worth | September 7–8
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 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
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
Day 1 — Get Clients
Positioning. Demand. Conversions.
→ Who to target, how to attract them, and how to close
Day 2 — Deliver & Scale
Delivery. Team. Growth.
→ How to deliver, retain clients, and scale your practice
Why This Bootcamp Works
This is not a seminar.
You’ll work through:
- Real-world frameworks
- Proven business models
- Practical tools you can apply immediately
You’ll leave with a complete, actionable playbook.
Led by Dr Craig West
A globally recognized exit planning advisor with experience advising 900+ business owners and building scalable advisory firms.
Investment
$10,000 (includes Capitaliz Adviser Accreditation and membership of the Capitaliz National Advisers Network)
Regular price $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.
