Capitaliz Advisors Bootcamp 2027

CAPITALIZ PLUS ADVISORS BOOTCAMP 2027 

Build a $2M Exit Planning Practice in 2 Days.

Leave with a niche, a priced offer, a sales process and a 30-day plan. Three sessions available, all with limited seats.

EARLY BIRD OFFER:

Save 10% when you pay by December 31, 2026.

Registration is open for our first two sessions of 2027:

• February 16-17, 2027 → Click Here to Register
• February 22-23, 2027 (EOS) → Click Here to Register

I found the bootcamp to be very valuable, extremely informative and have some really good takeaways that I can put into practice. I really appreciated how you broke it down from a niche perspective, an ideal client perspective, looking at value propositions and positioning, designing the business model to actually go to market, looking at the service packaging and pricing.

-Eric Nelson, CEO, OnMark Capital

CHOOSE YOUR BOOTCAMP:

Venue, hotel and daily schedule details are coming very soon.

WHY MOST EXIT PLANNING PRACTICES STALL

Technical skill is rarely the problem. A repeatable commercial system is.

• Conversations that never convert
• One-off reports with no ongoing engagement
• Pricing that invites scope creep
• Marketing and sales with no structure

The Bootcamp fixes each one in two days.

WHO SHOULD ATTEND

Who Is This Bootcamp For? 

Exit planners, CEPAs, EOS Implementors, accountants, attorneys and financial advisors who serve business owners and want to:

• Build a scalable business succession and exit practice
• Attract and win mid-market clients
• Build a team around value acceleration
• Replace one-off projects with recurring revenue

If you want frameworks, tools, scripts, and a clear execution plan, not just concepts, this bootcamp is for you.

Built for EOS Implementors, too

The February 22-23 Orlando bootcamp is tailored for EOS Implementors and the professionals who serve EOS companies. Sessions are targeted to your clients and your practice. More details coming soon.

“All my clients run on EOS, so they have a strong leadership team and an owner-independent business. I had no way of showing them what the value of their company was worth. The two-day boot camp was definitely worth it. It was very practical, hands-on, no theory, and I left there feeling like I could completely run an engagement, and I’m excited to do so.”

-Amy Morin, EOS Implementer and Certified Exit Planning Advisor, Thrive Coaching

WHAT  YOU WILL BUILD

What Should You Expect from This Experience?

• A defined niche and ideal client profile
• An owner-focused value proposition
• Packaged, priced exit planning offers
• A sales process with discovery and closing scripts
• A 30-day marketing plan
• A 12-month client advisory cadence
• A referral partner and advisor team model
• A $2M practice roadmap
• A 30-day execution and accreditation plan

Every session ends with a finished tool, not just notes. Worksheets, templates and role-plays are built into each module.

“I’ve used lots of systems out there, but this is truly the one system that I thoroughly enjoy using. It was the system, the structure, the predictability I was always looking for in this realm. Dr. Craig helped us in every step … from the start of defining our ICPs all the way through to the marketing, the messaging and the structure.”

-Andrew Lamb, Managing Partner, Buy & Build Advisors

BOOTCAMP TAKEAWAYS

What’s Included:

• Two days of hands-on training with Dr. Craig West
• Participant workbook, worksheets and templates
• Proven sales scripts and client-facing tools
• Real case studies from 900+ owner engagements
• Hosted dinner and networking time
• Your pathway to Capitaliz Plus Accredited Member status
• Access to the national network of Capitaliz advisors

Register Now for Feb. 17 – 18 →

Register Now for Feb. 22 – 23 →

“I was so thankful for Craig’s advice, input from others … we’re all in this together, because there’s a lot of the pie to split up.”

-Joel Smyer, JD, CEPA

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, 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.  CEPA, 2014 Exit Planner of the Year and inaugural inductee of the EPI Circle of Excellence, and author,  Craig has served 900+ owners, and 200+ advisors across 8 countries using Capitaliz.

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.

➡️ Connect with Dr. Craig West on LinkedIn

THE AGENDA

Day 1: Positioning, Demand and Conversion

• Exit planning fundamentals
• Niche and ideal client definition
• Value proposition and positioning
• Business model design
• Service packaging and pricing
• Marketing that works for advisors
• Sales funnel and closing scripts
• Day 1 wrap-up
• Hosted bootcamp dinner and networking

Day 2: Delivery, Team and Scale

• Client retention and advisory cadence
• Building the advisor and partner team
• Advisory delivery and value acceleration
• Scaling to a $2M practice
• Case studies and success stories
• Accreditation pathway and 30-day plan
• Commitments and close

Agenda times to be added once venues and schedules are confirmed.

INVESTMENT

$10,000 per attendee

EARLY BIRD SPECIAL: $9,000 when you pay by December 31, 2026.

Includes all training, materials, hosted dinner and networking, and your accreditation pathway. Seats are limited at every location.

WHY WAIT?

Your 2027 growth plan starts in a room, not a spreadsheet.

Pick your date. Reserve your seat. Save 10% before December 31.

Register Now →

QUESTIONS?

Email Brent Heflin, VP of Sales at brent@capitaliz.com for more details.