Capitaliz Insights // Next-Gen Exit Planning: Building Trust, Technology & Tailored Solutions
Season 2, Episode 10
Exit planning is entering a new era, with a strong emphasis on implementation, customization, technological integration, and strategic collaboration. Capitaliz co-hosts Dr. Craig West and Jared Johnson discuss how the shift was on full display at the 2025 Exit Planning Summit this summer, making note of the industry’s aversion to fragmented approaches and the demand for more comprehensive, integrated solutions that better serve business owners.
The pair talk through emerging trends impacting the capabilities of professional planners including the use of AI, a focus on ESG considerations, and tailored exit strategies for individual clients. Tune in to the full conversation as we discuss how advisors can stay ahead by embracing innovation, building strong partnerships, and staying proactive to adaptation.
