Title: From Discovery to Growth: How Business Insights Fuel Sustainable Value Creation
Date: Wednesday, August 20, 2025
Description:
Access the recording of a powerful presentation that breaks down key elements of the Capitaliz Business Insights Report. Zach Broyes, VP of Client Success, will highlight the critical role of sustainable growth rates in forecasting value potential, demonstrating how the data in the Business Insights Report can be a powerful tool during discovery and planning phases.
Building on feedback from recent conversations, Zach highlights how maintaining healthy growth can enhance business value and unlock future investment opportunities for your clients. He shares practical tips for using the data to inform value acceleration plans and drive strategic discussions with business owners.
In less than one hour, you’ll walk away with a deeper understanding of sustainable growth and actionable ways to incorporate these insights in your advice and planning recommendations to clients.
