In light of our recent release of the Value Gap Assessment, check out this overview presentation of the Capitaliz platform sharing the features, benefits, and how the new tool fits into the comprehensive planning platform. Whether you are an advisor new to exit and succession planning or an experienced advisor with established systems and clients, you’ll take away something from the webinar.
Capitaliz is the only comprehensive planning software in this space designed to help advisors guide clients through value acceleration strategies from beginning to end. In this webinar, Capitaliz President Jared Johnson reviewed the following features:
- Engagement tools, specifically the Value Gap Assessment
- Strategic planning deliverables to include discussion around the Business Insights Report and Dynamic Revaluation
- A look at the Project Management platform and the checklists, roadmaps, and more!
- The 21-Step Process, how to put the pieces of the platform together, and pricing information.
Check out the recording to see for yourself how these innovative tools seamlessly integrate into your practice and offer new opportunities for planning success by leveraging the power of the Capitaliz platform.
