Check out an insightful webinar with Sam Walters, VP of Client Relationships, where he dives into the Capitaliz 21-Step Exit and Succession Planning methodology.
Sam discussed practical ways to transform your planning engagements by:
- Integrating a proven planning process designed to support you through every stage;
- Taking advantage of our latest strategic advisor tool: The Value Gap Assessment;
- Leveraging additional Capitaliz platform features such as valuation roadmaps, dynamic insights reports, business scorecards, and an intuitive dashboard equipped with action item panels and checklists – each playing a role in the 21-steps;
- Implementing valuable and timely strategies to foster collaboration with your clients and their advisor team;
- Demonstrating the value of your advice with confidence in sharing data, insights, planning recommendations and planning progress.
