In Episode 4 of the Capitaliz Insights podcast, Craig West and Jared Johnson dissect the pivotal roles advisors play in exit planning engagements. Discover how you can enhance your advisory services by understanding three key roles: the Exit Planning Generalist, the Project Manager, and the Exit Planning Expert.

Whether you're just starting out or looking to specialize, this episode provides valuable lessons in defining your role on the advisor team, how to use your strengths, and how to add significant value as you guide clients through the process.  

Tune in and learn how Capitaliz can support you at every stage of your advisory journey. 

In the latest episode of the Capitaliz Insights podcast, hosts Craig West and Jared Johnson share valuable insights from their recent attendance at various industry conferences and events. They discuss several key trends shaping the future of Exit Planning and advisory services, including the growing importance of planning earlier, planning for uncertainty,    and the transformative role of AI and technology for advisors. Additionally, they explore the increased owner emphasis on leaving a legacy and emphasize the rising need for collaboration among advisors from different disciplines. The episode also highlights the importance of networking and attending events for advisors to stay informed and connected in a rapidly changing landscape. Join Craig and Jared as they unpack these trends and their implications for advisors and business owners alike.  

In this first episode of the re-launched, second season of Capitaliz Insights Podcast, co-hosts Dr. Craig West and Jared Johnson invite you to dive deep into the journey of Jared Johnson, President of Capitaliz. Discover the personal and professional experiences that shaped his path in Exit Planning, from his early corporate days to his current leadership role. Jared shares personal stories and insights into the evolution of the exit planning industry, discussing the past and present challenges and opportunities that lie ahead. Tune in to learn how his vision for Capitaliz is set to transform the way advisors and business owners navigate exit strategies and hear what’s being said about the trends and shifts in the current market for the rest of 2024 and beyond.

In this episode, host Craig sits down with Tommy Battle, President of Financial Designs and one of our trusted Capitaliz advisors. Tommy's career journey has been nothing short of fascinating, and he shares insights from his diverse experiences ranging from education to financial advisory. 

Tommy's current focus on value acceleration and business exit strategy is particularly interesting, and he offers valuable advice on how to prepare for a successful exit. Listeners will also gain insight into the important lessons Tommy has learned along the way, including the crucial role of structure and discipline in achieving success as an advisor. 

In this episode of Capitaliz Insights join Craig as he delves into the world of financial planning with Thom Hall, managing partner at Carson Wealth. Discover how Carson Wealth helps business owners uncover their 'Why' to guide them in their 'How', as well as Thom's personal experience with estate planning and his journey into financial planning, with a particular focus on exit and succession planning. Through their conversation, Craig and Thom highlight the crucial importance of developing an exit strategy in advance and how Carson Wealth's expertise in this area can help business owners navigate potential risks and knowledge gaps.  

Learn about the evolving financial advisory landscape and how Carson Wealth's approach emphasizes each business owner's unique purpose.

In this episode, we have the pleasure of introducing you to Zach Broyles, one of the key players on our team. Zach joined Capitaliz in late 2022 and is currently leading the sales team from our North American headquarters in Denver. 

In this engaging conversation, Zach shares his career journey, which began in the tech industry, followed by starting his own business, and finally transitioning to financial services. He provides valuable insights into the day-to-day workings of his role and his personal philosophies on client service and the Capitaliz approach. 

Join Craig and Zach as they discuss the exciting plans for the future at Capitaliz, including how they plan to innovate and develop their process to deliver the best possible value to their advisors and their clients. This episode is packed with useful information and inspiring ideas that will leave you feeling motivated and ready to take your business to the next level! 

In this episode of Capitaliz Insights, Craig interviews Joe Scheid, the owner of Strategic Financial Concepts and Managing Partner of Legacy Advisors Arizona. Joe shares how he recognized the need for Exit Planning in the market and his involvement with the Legacy Advisors Network. The discussion also covers the LAN's growth and plans for the future, including their partnership with Capitaliz. 

Craig and Joe highlight the importance of strategic partnerships in the succession, exit, and continuity planning space, emphasizing the significance of collaboration between advisors. The episode explores building strategic partnerships in the exit planning industry, risk areas when working with business owners, and LAN's process in growing their network.

In this episode of Capitaliz Insights, we hear from CEO Nic Foster. From his early days as a graduate accountant at PWC to his successful 20-year journey at Sony, where he saw the inception of Playstation in Australia and drove significant transformational changes as COO of Sony Australia. Nic's experience as CEO of CocoRepublic, where he quadrupled the business size ahead of selling to a US private equity firm, triggered his interest in exit and succession planning. This led him to seek out Craig and ultimately come on board as CEO of Capitaliz. Join Craig as they discuss Nic's core principles, including his rule of 3s, which have been instrumental in his success. Explore Nic's current role with Capitaliz and the business's future as they discuss what lies ahead. Tune in and hear from the two leading the charge!  

In the latest episode of Capitaliz Insights, Craig interviews Chris Snider, the CEO of The Exit Planning Institute (EPI) and author of the acclaimed book "Walking to Destiny." They delve into Chris's background and how he became involved in Exit Planning through the Certified Exit Planning Advisor (CEPA) course, ultimately taking over the EPI with his son, Scott Snider. 

The conversation covers a range of topics, including the Value Acceleration Methodology for maximizing business value, the importance of trigger events in Exit Planning, and strategies for decentralizing business ownership. Chris also shares insights from the updated edition of "Walking to Destiny," highlighting changes made since its original release seven years ago. 

Listeners also get a sneak peek into the upcoming Exit Planning Summit, EPI's premier event for exit planning advisors and professionals. Craig and Chris discuss this year's summit and its history, as well as offering insights into what attendees can expect from the event in the future. Tune in for an informative discussion on Exit Planning and its crucial role in successful business transitions.