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Events

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From Data to Dialogue: It All Begins with Insights (On-Demand Webinar)
Madison Ernzen • 3w ago
November 6 Guest Webinar – Guiding Owners from Reaction to Action: Using Data to Drive Exit Planning Decisons
Maddie Ernzen • 1M ago
From “What Now?” to “Wow!” – Answering Advisors’ Burning Questions (On-Demand)
Maddie Ernzen • 3M ago

Articles

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Preparation Drives Premium: How Advisors Use Value Potential to Deliver Better Client Exit Outcomes
Dr Craig West • 2w ago
How Data-Driven Insights Help Wealth Managers Deliver Better Outcomes
Madison Ernzen • 2M ago
Bridging Gaps Across Generations: Unpacking Owner Readiness Statistics for Advisors
Dr Craig West • 2M ago
Strategic Growth Starts Here: How the Value Potential Index Guides Smarter Business Planning
Madison Ernzen • 3M ago
Capitaliz Training Series: Onboarding Clients to the Capitaliz Platform
Madison Ernzen • 4M ago
Capitaliz Announces Strategic Partnership with REAG to Drive Integrated Exit Planning
Dr Craig West • 4M ago
From Awareness to Action: Planning with Technology, Trust & Tailored Solutions
Maddie Ernzen • 4M ago
How Exit Planning Tools Enhance Coaching Value, Engagement, and Client Outcomes
Maddie Ernzen • 5M ago

Webinar Library

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From Roadmap to Reality: Capitaliz Project Management Deep Dive Demo (October 2025
Madison Ernzen • 2M ago
September 24 Webinar – The Complete Capitaliz Experience: Tools to Scale, Manage Plans & Retain Clients
Jared Johnson • 4M ago
Capitaliz Training Series: Onboarding Clients to the Capitaliz Platform
Madison Ernzen • 4M ago
Webinar – From Discovery to Growth: How Business Insights Fuel Sustainable Value Creation (August 2025)
Jared Johnson • 4M ago
July 17 Guest Webinar – Driving Value Forward with Capitaliz: Strategic Decisions Through the Decide Gate
Jared Johnson • 4M ago
Webinar – From Valuation to Execution: Exploring the Power of the Complete Capitaliz Platform (June 2025)
Zach Broyles • 5M ago
Webinar – Building Exit-Ready Businesses with the Capitaliz Business Insights Report (June 2025)
Zach Broyles • 6M ago
Webinar – Strategic Planning Made Easy: Capitaliz Solutions to Scale Your Services
Zach Broyles • 8M ago

Podcasts

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next-gen exit planning, episode 10
Episode 10, Season 2
Podcast • Dr Craig West • 4M ago
Episode 9, Season 2
Podcast • Dr Craig West • 6M ago
Episode 8, Season 2
Podcast • Dr Craig West • 8M ago
Episode 7, Season 2
Podcast • Dr Craig West • 8M ago

Success Stories

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Capitaliz for Value Advisors – David Ortiz Success Story
Madison Ernzen • 7M ago
Capitaliz for Wealth Advisors – Taylor Hodges Success Story
Madison Ernzen • 7M ago

Exit Like a Boss

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Step 21 – Estate Planning
Dr Craig West • 2y ago
Step 20 – Asset Protection
Dr Craig West • 2y ago
Step 19 – Investment Planning
Dr Craig West • 2y ago
Step 18 – Liquidity Event
Dr Craig West • 2y ago
Step 17 – Documentation
Dr Craig West • 2y ago
Step 16 – Tax Planning
Dr Craig West • 2y ago
Step 15 – Management Succession
Dr Craig West • 2y ago
Step 14 – Employee Ownership
Dr Craig West • 2y ago

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