You are reading: Webinar – The Strategic Role of Insights Reports & Data Analysis in Business Planning (January 2025)

Sam Walters

Vice President of Delivery

 

Kick off the new year with the first Capitaliz webinar of 2025. 

Watch the recording of the insightful presentation exploring the diverse applications of our comprehensive, 60+ page Business Insights Report. This diagnostic tool has been used over 1,000 times as a cornerstone for strategic advisory engagements with business owners. 

In this session, the team walks through nine real-life use cases where the Business Insights Report has proven invaluable, especially during the discovery phase of planning. From uncovering business valuation to identifying value potential, this versatile report offers a range of exercises designed to drive meaningful discoveries and strategic planning when used in creative ways.  

Don’t miss this opportunity to see how a focus on insights and data can bring a fresh perspective and valuable strategy to planning engagements in the new year. 

Watch the recording below:

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