The field of exit planning comprises a diverse range of advisors, specialists, software providers, and educators dedicated to facilitating optimal business exits for owners. Exit Planning Institute, recognized as a leading authority in this area, collaborates with numerous industry experts within this domain.
Today we share some insights from our Strategic Partner and Gold Partner for the 2024 Exit Planning Summit, Capitaliz, that will help our advisor community strengthen their relationship with their owner clients.
What is a Strategic Partner?
Historically, Exit Planning Institute partnerships have been built around the Exit Planning Summit, offering a platform for partners to engage with hundreds of exit planning professionals once a year. While this event has blossomed into the largest in-person exit planning event in the United States, we have long felt there was an opportunity for more.
Using the Summit as the cornerstone, the Strategic Partnership Program offers a year-long engagement opportunity that provides a platform for partners to interact directly with the EPI community and supplements those engagements with a consistent, integrated content-sharing and branding strategy. Positioned as a preferred partner of EPI, CEPAs and non-CEPAs should feel confident leaning into these partners as complementary, value-added offerings to their practices and business owner clients.
Josh Koza, our Manager of Strategic Relationships, shares, “For me, the beauty of this program is the chance to build meaningful, significant relationships while fostering that same opportunity for the EPI community – partners and advisors alike. Exit planning is not a one-size-fits-all for every advisor, nor is the exit planning ecosystem and one-solution-fits-all marketplace. My hope is that this program provides advisors with a clearer understanding of the tools, resources, and education they can lean on to build a more successful, and significant, practice.”
Meet Capitaliz
Created by Succession Plus, Asia-Pacific’s leading business succession, and exit planning specialist firm, Capitaliz takes the tedium out of business advisory to vastly improve evaluations and the client experience. Capitaliz has a core group of very talented professionals focused on using this platform to help as many owners as possible to maximize business value.
How Does Capitaliz Drive Value for a Business Owner?
Capitaliz is a leading digital platform to deliver business valuation, succession, and exit planning outcomes. Created by exit and succession planning veterans, Capitaliz is built with an understanding of exit strategies and proven methodologies to accelerate business value and improve outcomes for private business owners in collaboration with CEPAs.
What Value Does Capitaliz Provide to a Certified Exit Planning Advisor®?
Capitaliz allows CEPAs to deliver advice at scale, with efficient analysis, collaboration, and administration features. Core to the platform is a unique 21-step approach evaluating all parts of a client's business utilizing financial, non-financial, and benchmarking data. Embedded proprietary methodologies then accelerate business value, minimize risk, and improve outcomes. The incremental value generated is tracked in real time via Dynamic Revaluation allowing CEPAs to justify the positive ROI of their advice easily.
How Would a CEPA® Engage Capitaliz?
CEPAs looking for a market-leading digital tool that enables Value Acceleration Methodology and creates efficiency within their practice should consider Capitaliz. Craig West of Capitaliz shares, “CEPAs should promote Capitaliz as a point of difference to their clients. By working with a CEPA and Capitaliz, business owners can be assured they have the best available resources to maximize the value of their business.”
Are you interested in becoming a Strategic Partner? Contact our Manager of Strategic Relationships, Josh Koza, for more information!
