Capitaliz Insights // Meet the Team – Sam Walters

In this episode, Craig interviews Sam Walters, Vice President of Client Relationships at Capitaliz. With a decade of experience in exit and succession planning, Sam shares his journey from accounting to leadership at Capitaliz, including his insights and lessons learned along the way. After joining Succession Plus in 2012 as an analyst, Sam quickly obtained his Exit Planning certification and rose through the ranks to lead the Client Relationships team. Now, he’s set to relocate to Denver, Colorado to help establish Capitaliz’s base in North America. Tune in to learn more about Sam’s story and his vision for the future of exit planning at Capitaliz.