Wednesday, August 7 at 1pm ET
Check out an insightful Capitaliz webinar where we look into the varied, diverse applications of the Capitaliz Business Insights Report. This comprehensive, 60+ page diagnostic tool has been utilized over 1,000 times, making it a cornerstone for establishing strategic advisory engagements with business owner clients.
In this session, Sam Walters, VP of Client Relationships, walks through nine real-life use cases where the Business Insights Report has proven invaluable, especially in working with owners in the discovery phase of planning. From uncovering business valuation to identifying value potential, this versatile report offers a range of exercises designed to drive meaningful discoveries and strategic planning when used in creative ways.
