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Capitaliz for Value Advisors – David Ortiz Success Story

David invested in Capitaliz in September 2024 after recognizing a need within his firm for...

Madison Ernzen • 1d ago
Capitaliz for Wealth Advisors – Taylor Hodges Success Story

Success Story Coming Soon!    

Madison Ernzen • 1d ago
Capitaliz for Business Coaches – Renee Russo Success Story
Madison Ernzen • 1d ago
Strategic Growth Starts Here: How the Value Potential Index Guides Smarter Business Planning
Madison Ernzen • 1w ago
Episode 8, Season 2
Podcast • Dr Craig West • 3w ago
Building Exit-Ready Businesses in a Risk-Averse World
Maddie Ernzen • 4w ago

Events

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Webinar – Strategic Planning Made Easy: Capitaliz Solutions to Scale Your Services
Zach Broyles • 4w ago
Capitaliz Training Series: Onboarding Clients to the Capitaliz Platform
Madison Ernzen • 4w ago
Exit Planning Summit – 2025 Sponsors
Madison Ernzen • 4M ago

Articles

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Strategic Growth Starts Here: How the Value Potential Index Guides Smarter Business Planning
Madison Ernzen • 1w ago
Building Exit-Ready Businesses in a Risk-Averse World
Maddie Ernzen • 4w ago
Capitaliz Platform Highlight: Introducing 3rd Party Integration
Maddie Ernzen • 1M ago
Capitaliz Renews SOC2 Certification
Dr Craig West • 1M ago
Maximizing Client Success with Capitaliz: Comprehensive Guide for Modern-Day Advisors
Dr Craig West • 2M ago
AI and Technology in Business Exit Planning: Entering a New Era with Advisor Intelligence
Dr Craig West • 3M ago
Key Findings for 2025: What Current Reports Reveal About Business Exits
Forbes Business Council Post • 4M ago
Strategic Lessons for Advisors: Enhancing Your Impact in 2025
Dr Craig West • 5M ago

Webinar Library

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Guest Webinar – Powering the Prepare Gate: Risk Mitigation & Value Acceleration Strategies
Jared Johnson • 4w ago
Webinar – Redefining Your Role on the Advisor Team: Embracing Collaborative Exit Planning
Jared Johnson • 1M ago
Webinar – Building Tomorrow with Business Insights: How Sustainable Growth Shapes Business Value
Zach Broyles • 2M ago
Guest Webinar – Engage and Accelerate: Effectively Navigating the Discover Gate
Jared Johnson • 2M ago
Webinar – Engaging in Effective Planning Conversations: Strategic Solutions
Jared Johnson • 2M ago
Webinar – Turning Trust to Success: Overcoming Client Engagement Obstacles (February 2025)
Zach Broyles • 3M ago
January 22 Webinar – Capitaliz Platform Demo: Preparing for Innovative Planning Solutions in 2025
Jared Johnson • 4M ago
Webinar – The Strategic Role of Insights Reports & Data Analysis in Business Planning (January 2025)
Sam Walters • 4M ago

Podcasts

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Episode 8, Season 2
Podcast • Dr Craig West • 3w ago
Episode 7, Season 2
Podcast • Dr Craig West • 2M ago
Episode 6, Season 2
Podcast • Dr Craig West • 2M ago
Episode 5, Season 2
Podcast • Dr Craig West • 3M ago

Success Stories

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Capitaliz for Value Advisors – David Ortiz Success Story
Madison Ernzen • 1d ago
Capitaliz for Wealth Advisors – Taylor Hodges Success Story
Madison Ernzen • 1d ago
Capitaliz for Business Coaches – Renee Russo Success Story
Madison Ernzen • 1d 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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