On Tuesday, September 24 at 4pm ET Zach Broyles gave a one-hour deep dive into the most common pitfalls new exit planners encounter and how to overcome them. Building on the foundational challenges introduced earlier this month, this interactive session focused on systemizing and integrating exit planning into your core services using Capitaliz tools.
The webinar showed key platform features like the Value Gap Assessment, Business Insights Report, Dynamic Revaluation, and collaboration tools in a demo-style format, leaving time for Q&A.
