Title: From Valuation to Execution: Exploring the Power of the Complete Capitaliz Platform
Date: Wednesday, June 25, 2025
Time: 12:00 – 1:00pm ET
Description:
Join us for an in-depth, comprehensive demo of the entire Capitaliz platform, designed to help advisors scale their services, boost revenue, and attract long-term clients.
In this session, we will explore all key tools—including the Value Gap Assessment, Business Insights Report, Dynamic Revaluation, Project Management Suite, Capitaliz Academy, and more.
Discover how each feature can streamline your planning process, enhance your client engagements, and provide actionable insights to maximize value and growth.
Whether you’re new to Capitaliz or looking to deepen your understanding, this webinar will equip you with the knowledge to leverage the platform’s full potential and elevate your advisory practice.
Register now to see how our innovative tools can transform your approach to strategic planning from engagement to valuation, through execution and exit. ⬇️ ⬇️ ⬇️
CLICK HERE TO REGISTER FOR THE WEBINAR
