Title: Building Exit-Ready Businesses with the Capitaliz Business Insights Report
Description:
This webinar is in-depth exploration of one of the most powerful tools in the Capitaliz platform –the Business Insights Report (BIR). This session will showcase how the BIR can change the trajectory of your planning engagements, helping you to map out the implementation plan from beginning to end.
In this recording, you’ll see a comprehensive demo of the report’s key features and how it aligns with planning methodologies. Learn how the BIR demonstrates the value of your advice by showing the steps to making their business more attractive, valuable, and exit-ready.
The presentation goes beyond the report to share several real-life use cases – especially in the discovery phase – that drive meaningful planning conversations about value and value potential.
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