Capitaliz

09/07/2026

Dr Craig West has helped advisors across the world build their pipelines in the business succession space.

TODAY, he's sharing the exact framework: live and free.

Find, Engage & Win Business Owners: A Proven Sales Playbook for Advisors
📅 Thursday, July 9 (That's TODAY!)
🕓 4:00 PM EST
💻 Free webinar — 60 minutes
Save your spot → https://hubs.li/Q04nwvHH0

Join Capitaliz on Thursday, July 9 at 4:00 PM EST for a focused session giving you an actionable path to building your pipeline.

06/07/2026

One new client in the business succession space can pay for years of work. So why are so many advisors still struggling to find them?

We're answering that This Thursday, July 9 — free, 60 minutes, with Dr. Craig West and the Capitaliz team.

Register here → https://hubs.li/Q04nwlxc0

02/07/2026

What does a proven client acquisition system look like for advisors?
Next week, on Thursday, July 9, Dr. Craig West is pulling back the curtain on the Capitaliz methodology — live and free.

You'll get:
→ A full Ideal Client Profile for business owners
→ Two lead generation strategies that work
→ How to get prospects to actually book with you
→ Live Q&A with Dr. West

60 minutes. No fluff. Real playbooks.

Register free → https://hubs.li/Q04mZMD90

29/06/2026

Are you an advisor struggling to find exit planning clients?
You're not alone. It's the #1 thing we hear.

Join us July 9 for a FREE 60-minute webinar with Dr. Craig West — Founder of Capitaliz and Succession Plus — where we'll share looks into the exact playbooks advisors use to find, engage, and win business owner clients.

✅ Ideal Client Profile breakdown
✅ Two lead gen playbooks
✅ Scripting to start real conversations

Thursday, July 9 · 4:00 PM EST · Free

Sign up here: https://hubs.li/Q04mZMwt0

26/05/2026

Curious what's inside the September Capitaliz Advisors Bootcamp?

Join founder Dr Craig West for a live, informal walkthrough TOMORROW.

Agenda? Who it's for, what attendees walk out with, and Q&A.
No sign-up required for the info session.

📅 Wednesday, May 27 at 4:00 PM EST · Live on Microsoft Teams

Details and join link below:

Join Dr. Craig West live on 5/27 for a walkthrough of the Sept Capitaliz Advisors Bootcamp: what's covered and what you'll take away.

21/05/2026

Two days in Dallas. A practice model designed to generate $150K–$300K+ per client relationship.

Before any advisor commits to the new September Capitaliz Advisors Bootcamp, they deserve to know exactly what's inside it.

Dr. Craig West is hosting an informal walkthrough next week — open to any advisor considering the Bootcamp or curious about what it takes to build a scalable, premium exit planning practice.
We'll cover:
→ The full two-day agenda and the thinking behind it
→ Who the Bootcamp is built for
→ What you walk out with — positioning, pricing, sales process, delivery system, and a 30-day ex*****on plan
→ The accreditation pathway and what happens after Dallas
→ Your questions

No slides-and-sell. Just a straight conversation.

📅 Wednesday, May 27
💻 Live on Microsoft Teams — no sign-up required

Visit our events page for the link: https://hubs.li/Q04hrMrg0

17/04/2026

Nashville, we're on our way. 🤠

The Capitaliz team touches down today ahead of the 2026 Exit Planning Summit. If you're joining us at the Ga***rd Opryland this weekend, we'd love to see you at Booth #415, starting Sunday evening.

Quick reminder of where to find us:
📍 Booth #415, Exhibit Hall
🗓 Sunday April 19 · 5–7 PM
🗓 Monday April 20 · 6:30 AM–6 PM
🗓 Tuesday April 21 · 7 AM–2:45 PM

🎤Be sure to check your agenda to get signed up to see Craig speak! He's in a panel discussion on Sunday and leads a breakout session on Monday.

We'll also be at the Partners & Pours VIP Reception tomorrow night, come say hello!

See you there. ✌️

Planning Institute

17/04/2026

What does it actually look like to turn a valuation into a growth roadmap?

At Capitaliz, we built the platform exit planners asked for — one that automates the process, deepens client relationships, and transforms a single engagement into ongoing advisory revenue.

At the Exit Planning Summit this weekend, we'll be set up at Booth #415, and we'd love to walk you through it firsthand.

→ Real-time valuations
→ Implementation roadmaps
→ Workflows aligned to the Value Acceleration Methodology™
→ Financial and credit scorecards your clients can actually act on

Come by Booth #415. We'll keep it short, useful, and worth your while.

https://hubs.li/Q04bTz6V0 · April 19–21 · Nashville, TN

16/04/2026

We're not just sponsoring the 2026 Exit Planning Summit — we'll be on stage.

Our own Dr Craig West will be presenting two sessions at the Ga***rd Opryland Resort & Convention Center next week:

📌 Sunday, April 19 · 2:15 PM
"Leading Early: How CEPAs Create Clarity and Readiness for Owners" — Panel Discussion

📌 Monday, April 20 · 10:00 AM
"Building a Successful Multi Million Dollar Exit Planning Practice" — Case Study Breakout Session

If you're attending the Summit, these are sessions you don't want to miss. And after? Come find Craig and the Capitaliz team at Booth #415.

Planning Institute

14/04/2026

Capitaliz is a proud Gold Sponsor of the 2026 Exit Planning Summit, and we couldn't be more excited to be part of this community.

If you're heading to the Ga***rd Opryland April 19–21, come find us at Booth #415. We'd love to show you how Capitaliz is turning insight into impact for exit planners and their clients.

See you in Nashville. 👇
https://hubs.li/Q04bT4vf0

Planning Institute