Capitaliz Insights // Flipping the Script: Exploring Shifts in the Business Owner Mindset with Craig West
Season 2, Episode 5
In this insightful episode of Capitaliz Insights, Jared Johnson interviews Craig West, CEO and Founder of Capitaliz, to explore his take on the evolving nature of business ownership through the lens of his own experience with his advisory firm, Succession Plus. The pair discuss key shifts in business owner mindsets towards risk-aversion and a desire for stability, and the importance of early planning and leveraging technology for younger owners.
Craig also shares how common pitfalls such as flawed assumptions on time requirements have a major impact on value acceleration. The discussion gives valuable advice on exit planning and emphasizes how to build an attractive, “ready-to-sell” business.
Tune in to learn about the collaborative approach to advisory and effective tools for time management, informed planning efforts, and maximizing business value.
