Capitaliz on Insight - June 2023

Capitaliz at The Exit Planning Summit: Building Connections and Driving Results

We are thrilled to share that Capitaliz recently attended the highly anticipated Exit Planning Summit in Scottsdale, Arizona. As a trusted industry leader, Capitaliz relished the opportunity to connect with professionals and showcase its innovative solutions at the event.

In a gesture of appreciation, we arranged a special dinner exclusively for Capitaliz Accredited Advisors, providing an ideal environment to reconnect and exchange insights. The event served as a remarkable opportunity to strengthen relationships and foster collaboration within the Capitaliz community. Attendees left with cherished memories and a renewed energy for the profound role Capitaliz plays in achieving outstanding exit outcomes.

Capitaliz Integrates with IBISWorld: Unlock Industry Insights for Optimal Financial Benchmarking

Exciting news! The IBISWorld integration is automatically included in your live monthly subscription, requiring no extra steps. It's a complimentary feature offering valuable industry insights for strategic discussions with your clients during Business Insights Report presentations or ongoing Strategic Advisory sessions.

On the client's dashboard, a new "IBISWorld Industry Data" tab offers comprehensive industry overviews. The information is organized into three key sections:

1. Key Statistics: Offer clients crucial financial figures: revenue, profit, average profit margins, firm counts, and employee counts. These insights provide a clear understanding of their industry's financial landscape.
2. Key External Drivers: Highlight factors impacting industry performance, such as market trends, regulations, consumer behavior, and more.
3. Industry Structure: Provides an overview of the competitive landscape, risks, and growth prospects. Empowering clients to stay ahead, it aids in developing effective strategies.

This integration stands out because data in the "IBISWorld Industry Data" tab is automatically tailored to each client's industry and country. Capitaliz's intelligent system ensures relevant and applicable industry insights for clients' business context.

Additionally, the Business Insights Report now features a dedicated section, positioned between Credit Risk Ratios and Benchmarking, showcasing IBISWorld's industry data. This addition provides clients with a comprehensive view of their business performance and industry insights within a single, unified report.

Introducing our beta version of CapitalizNow, which provides a complimentary opportunity to learn more about Capitaliz. Gain insights into the platform, explore the Business Insights Report, and access educational modules through our academy.  

Course Curriculum:

1. Welcome
2. Capitaliz Features
3. Revenue Generation Tips
4. Bonus Resources & Next Steps

For additional information, please contact Sam Walters, or to enroll, click here.

Meet Our New Capitaliz Advisors

Tommy Battle, Business Coach, CFP, CEPA

John Heflebower, Wealth Management Advisor, CFP, CEPA, CPFA

John Howard, Real Estate Investor, Business Mentor, Author

Evan Hill, Senior Financial Adviser

Jason Goldy, President at TPG Business Planning, CFP, CEPA

Taylor Hodges, Founder of Southern Capital, CFP, CExP

Business Update

At Capitaliz, we are always striving to improve our services and operations to better serve our clients. Here are some exciting updates in the business we would like to share with you:

New US Legal Entity

Introducing "Capitaliz Solutions, Inc.," our dedicated entity for the North American market. This enhances our services and ensures a seamless experience for our US customers.

SOC2 Compliance

We prioritize security and compliance, and we're proud to maintain 100% compliance from a SOC2 perspective. We recently completed a SOC2 Type 1 audit and continue live monitoring for Type 2 certification.  

We value your trust and remain dedicated to delivering exceptional secure service. Thank you for choosing Capitaliz!

Meet Our Newest Team Member, Holly Forche!

Wonderful news! Please join us in welcoming Holly Forche, our new Campaign Manager. With her sharp attention to detail, strong work ethic, and quick learning abilities, Holly thrives in dynamic environments. She is always ready to take initiative, assist others, and adapt to change effortlessly. We are confident that Holly will bring valuable contributions to our team as we continue to strengthen and expand our talented group in Denver. Let's give her a warm welcome as she joins us on this exciting journey!

Tune In to Capitaliz Insights!

Explore our podcast series dedicated to exit planning and business succession. Listen to industry experts from diverse backgrounds as they share their experiences and provide valuable insights and practical tips. Acquire the knowledge and skills needed to effectively plan and execute successful exit strategies for your clients, enabling you to navigate challenges and 'capitaliz' on opportunities in the realm of business succession.

Follow this link to view the episodes.

Want to find out more about how Capitaliz works, and how we can help your practice engage higher-value clients? Book a demo with Zach Broyles here.