Capitaliz Advisors Bootcamp: Build a $2M Exit Planning Practice in 2 Days
Dallas–Fort Worth | September 1–2
A practical, high-impact bootcamp for advisors who want to build a scalable exit planning practice with predictable recurring revenue.
This is not theory. This is a commercial playbook you can implement immediately.
Limited seats available.
THE PROBLEM
The Problem Most Advisors Face
Most advisors don’t fail because they lack technical skill. They fail because they don’t have a repeatable commercial system.
You know exit planning.
But if you’re honest, you’re dealing with at least one of these:
Exit planning conversations that never convert. You have the knowledge, but owners nod politely and nothing happens.
One-off reports with no ongoing engagement. You deliver a plan, send the invoice, and never hear from the client again.
Unclear pricing and scope creep. You’re undercharging, over-delivering, and struggling to explain your fees with confidence.
Strong delivery capability but weak marketing and sales structure. You’re great at the work — but the pipeline is inconsistent and growth feels random.
This bootcamp is designed to fix all four.
WHO SHOULD ATTEND
Who Is This Bootcamp For?
This bootcamp is designed for advisors who want to build or scale a serious exit planning practice, including:
- CEPAs, exit planners, and value-growth advisors
- Accountants, lawyers, and financial advisors working with business owners
- Advisors who want to move beyond one-off projects into recurring advisory work
- Professionals who want to grow income, enterprise value, and long-term relevance
If you want frameworks, tools, scripts, and a clear execution plan — not just concepts — this bootcamp is for you.
WHAT MAKES THIS DIFFERENT
What Stands Out About This Experience?
This is not a generic training course.
Across two highly practical days, you will build:
- A clear niche and positioning that business owners understand
- A packaged exit planning offer designed for recurring revenue
- A repeatable sales funnel with proven discovery and closing scripts
- A disciplined advisory delivery cadence clients value and renew
- A scalable model that grows income without burning out
Every session is designed to produce real outputs you can take back to your practice.
You won’t leave with notes. You’ll leave with a working system.
BOOTCAMP TAKEAWAYS
What You’ll Walk Away With
By the end of the bootcamp, you will have:
- A clearly defined niche and ideal client profile
- A compelling value proposition that positions you as the obvious choice
- Packaged and priced exit planning offers ready to present to clients
- A structured sales process from first conversation to close
- A repeatable monthly advisory cadence for client retention and value acceleration
- A 30-day execution plan to activate growth immediately
THE IMPACT
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.
YOUR INSTRUCTOR
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
THE INVESTMENT
What It’ll Cost You
$10,000 per attendee (normally $15,000)
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.
This investment is designed to be recovered through improved conversion, retention, and delivery within the first year.
RESERVE YOUR SPOT
Ready to Build a Real Exit Planning Practice?
If you want clear positioning, predictable revenue, confident sales conversations, and a delivery system that scales — this bootcamp will give you the structure to do it.
Register and secure your place below. Limited seats available.
Register for the Advisors Bootcamp
PROGRAM OVERVIEW
Two-Day Program Agenda
Day 1 — Positioning, Demand, and Conversion
Tuesday, 1 September 2026
Day 1 is focused on building demand and converting it into revenue.
8:30 – 9:00 | Arrival, Registration, and Setup Arrival, networking, and workbook setup. Clarify your personal goals and commercial targets for the bootcamp.
9:00 – 9:30 | Exit Planning Fundamentals Why owners engage early, why they resist, and how to reframe exit planning as a current business decision — not a future event.
9:30 – 10:45 | Niche and Ideal Client Definition Selecting the right niche, identifying trigger events that signal readiness, and learning to avoid low-conversion clients that consume time without results. Workshop: Define your target niche, ideal client profile, and disqualifiers.
10:45 – 11:00 | Break
11:00 – 12:15 | Value Proposition and Positioning Building a clear, owner-focused value proposition that moves beyond generic “trusted advisor” language and makes you the obvious choice. Workshop: Craft a positioning statement and short owner-focused explanation.
12:15 – 1:00 | Lunch
1:00 – 2:15 | Business Model Design Shifting from one-off projects to a structured, recurring exit advisory revenue model. How recurring revenue improves both client outcomes and practice valuation. Workshop: Design your advisory model from first conversation through to ongoing engagement.
2:15 – 3:30 | Service Packaging and Pricing Designing scoped, defensible packages with confident pricing. How to present fees in a way that aligns with owner expectations — without discounting. Workshop: Design three clearly defined service packages with pricing logic.
3:30 – 3:45 | Break
3:45 – 4:45 | Marketing That Works for advisors Simple, repeatable marketing and referral rhythms that attract the right owners — without becoming a content machine. Workshop: Create a practical 30-day marketing and outreach plan.
4:45 – 5:45 | Sales Funnel and Closing Scripts Running effective discovery conversations, handling objections around cost, timing, and readiness, and closing with confidence while preserving trust. Role-Play Session: Practice discovery, diagnostic offers, and closes.
5:45 – 6:00 | Day 1 Wrap-Up Key decisions, insights, and preparation for Day 2 delivery and scale sessions.
By the end of Day 1, you will have a clear commercial offer, sales framework, and marketing plan.
Bootcamp Dinner
Tuesday, 1 September 2026 | 6:00 – 9:00 pm
All attendees are invited to an informal hosted dinner.
The dinner is designed to:
- Build meaningful relationships with peers
- Share real-world experiences and lessons openly
- Discuss advisory challenges in a relaxed setting
- Explore collaboration and referral opportunities
This is a key part of the bootcamp experience — included in your registration.
Day 2 — Delivery, Team, and Scale
Wednesday, 2 September 2026
Day 2 is focused on delivery, retention, and scaling your practice.
8:30 – 9:00 | Arrival and Review Review of Day 1 decisions and commitments. Peer discussion and quick refinements.
9:00 – 10:15 | Client Retention and Advisory Cadence Why retention is the real profit driver. Designing a disciplined monthly delivery rhythm clients value — while avoiding client fatigue. Workshop: Build a 12-month client engagement cadence.
10:15 – 10:30 | Break
10:30 – 11:45 | Building the advisor and Partner Team Why exit planning is a team sport. Identifying the right professional partners, structuring fee splits and collaboration arrangements, and protecting client relationships while sharing value. Workshop: Define your ideal advisor ecosystem and referral model.
11:45 – 12:30 | Lunch
12:30 – 1:45 | Advisory Delivery and Value Acceleration Turning insights into action — not reports that sit on shelves. Running disciplined 90-day implementation cycles and keeping clients engaged between major milestones. Workshop: Design a 90-day value acceleration sprint.
1:45 – 2:45 | Scaling to a $2M Practice Understanding capacity constraints, key metrics that matter as you scale, and knowing when to hire, partner, or systemise. Workshop: Build a simple scale roadmap aligned to your goals.
2:45 – 3:00 | Break
3:00 – 4:00 | Case Studies and Success Stories Real-world examples of successful and unsuccessful engagements. Applying lessons learned to strengthen your own sales and delivery confidence. Group Discussion: Translating stories into repeatable tools.
4:00 – 5:00 | Accreditation Pathway and 30-Day Implementation Plan Overview of the accreditation pathway. Converting bootcamp momentum into immediate, structured execution. Workshop: Create a 30-day execution plan with clear priorities.
5:00 – 5:30 | Commitments and Close Individual commitments, accountability checkpoints, and next steps.
By the end of Day 2, you will have a clear delivery system, partner strategy, and growth roadmap.
