The Exit Planning Summit: Gold Partner
Capitaliz is proud to be sponsoring the 2025 Exit Planning Summit, hosted by the Exit Planning Institute this May 4 – 6, 2025 in Port Charlotte, Florida.
The Exit Planning Summit is a conference where top advisors, their teams, and business owners come to share transformational experiences, build deeper relationships, and uncover innovative solutions for their business.
The Exit Planning Summit is the coming together of the exit planning Community. The best advisors and CEPAs from around the world collaborate with their supporting partners and colleagues that are all helping business owners to create more significant companies. Advisors will develop new or further current relationships, learn best practices, and advance themselves as advisors. Attendees will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.
Where to See Us Present:
Resource & Solution Labs, Sunday, May 4, 2025 at 2:00pm
Accelerating Value with Capitaliz: Harnessing Value Potential & Dynamic Revaluation
In this interactive session, participants will explore how to leverage the powerful features in the Capitaliz platform to accelerate value creation within their organizations. We will dive into the Value Potential and Dynamic Revaluation functionalities, demonstrating how these tools can be used to identify, assess, and maximize value opportunities. Through practical examples and hands-on activities, attendees will gain a deeper understanding of how to implement these features effectively to drive business growth and efficiency.
Breakout Session, Monday, May 5, 2025 at 2:30pm
Putting it All Together: A Deep Dive Into the Value Acceleration Methodology
In this engaging and insightful session, we will address a common question among Certified Exit Planning Advisers (CEPAs): “How do you put it all together?” This phrase, frequently echoed by CEPAs, highlights the need for a cohesive and comprehensive approach to exit planning. Over the course of this 60-minute breakout session, we will delve into the intricacies of the exit planning methodology through a detailed case study of one of our clients. This case study will serve as a practical example to demonstrate how the methodology is implemented from start to finish, encompassing each of the key stages.
By the end of this session, attendees will have a clear understanding of how to put the exit planning methodology into action, from the initial engagement to the final transition. The case study will provide practical insights and actionable takeaways that CEPAs can apply to their own client engagements.
Where to Find Us:
Details on where to find us in the exhibit hall is coming soon!
How to Connect With Us:
If you’d like to book a time to meet with us at the Summit, or perhaps you want to schedule a call ahead of time, use the meeting link below:
CLICK HERE TO LEARN MORE ABOUT THE CAPITALIZ AT THE SUMMIT
Explore More Capitaliz Content for CEPAs and the Exit Planning Institute Advisor Network Here.
