You are reading: Capitaliz Insights // Greg Maddox

In this episode, Craig interviews Greg Maddox, a senior advisor at Cultivate Advisors and a Capitaliz Accredited Advisor with extensive experience in Exit Planning. Greg shares his journey into Exit Planning and how his practice operates at Cultivate Advisors. As one of the first adopters of Capitaliz in North America, Greg has become one of the most prolific advisors, leveraging the tool’s unique advantages to streamline his Exit Planning process. Tune in to discover how Greg discovered Capitaliz, its benefits, and how he has successfully integrated it into his practice.


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