Guiding Owners from Reaction to Action: Using Data to Drive Exit Planning Decisions
A guest webinar with the Ext Planning Institute:
Thursday, November 6 at 1:00pm EST
Humans make big decisions based on emotion, using data and logic to justify decisions. For business owners, there is no bigger decision than when to start planning for the exit of their business. Join us for an upcoming session where Capitaliz President, Jared Johnson, will reveal how to guide business owners through the emotional terrain of exit planning and anchor those decisions with data-driven insights.
You’ll learn practical techniques to use Capitaliz tools to motivate owners to act, surface, and validate key data to solidify planning decisions, and how to keep owners engaged through the journey by delivering measurable results. This webinar will demonstrate how to blend behavioral triggers with structured analysis to accelerate owner buy-in, align stakeholder, and drive durable progress with new and existing clients. Leave the session with actionable playbooks for initiating planning conversations, sequencing engagement, and producing outcomes owners can’t ignore.
Learning Objectives:
1. Understand how to balance emotional drivers and data to prompt owner action in exit planning conversations.
2. Learn practical techniques for using Capitaliz to evoke the necessary emotional reaction, surface compelling data, and frame decision-making in a way owners can grasp and commit to.
3. Discover how to structure engagement workflows that sustain owner involvement from discovery to measurable, milestone-driven results.
4. Explore how the Capitaliz toolkit supports advisory teams in initiating planning with new clients and enhancing engagement with existing clients, ultimately improving win rates and long-term client relationships.
