You are reading: Webinar – Unlocking Success: Capitaliz Case Study in Value Acceleration (June 2024)

Sam Walters

Vice President (Client Relationships)

Sam Walters, VP of Client Relationships at Capitaliz shared the impactful journey through a real-life client case study where value acceleration strategies and the Capitaliz strategic advisory platform transformed a business and the lives of the owner and key employees.

In this presentation, Sam covered:

  • Fees earned and what structure was implemented
  • Key projects and deliverables produced during the planning engagement
  • Which strategies delivered remarkable improvements in business performance
  • How the lives of the owner and the company staff were positively impacted
  • Major roadblocks and challenges and how the team overcame them

Revisit the webinar presentation for the opportunity to learn from a real success story and explore some of our proven secrets in business value acceleration and protection.

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