In this episode, Craig and Jared are joined by Sam Walters, the longest-serving Capitaliz team member, as he shares his journey from public accounting to exit and succession planning and his transition to the client success and technology side of the profession. His twelve-year career path reveals valuable insights into the evolution of exit planning from "cottage industry" to sophisticated discipline, highlighting the growing demographic opportunities and technology advancements reshaping the field. 

The episode’s discussion covers:  

How Public accounting provided Sam a valuable foundation before discovering his passion for succession planning 

The benefits and mentorship opportunities the “duo model” of advisory services offers over the traditional one-person approach 

What expectations and demographic trends with Baby Boomers, Gen X, and Millennials are creating compounded opportunities for exit planning  

How Capitaliz Value Potential tools allows advisors to demonstrate tangible ROI by tracking business value increases 

The new Capitaliz integration with accounting software like QuickBooks and Xero and how it saves significant time in data collection and what improvements are in the pipeline. 

How monitoring business value over time is often neglected but critical for business owners 

We encourage advisors to take advantage of these powerful platform features, and the trends and considerations shared by Sam, to improve efficiency and demonstrate clear value to clients. Stay tuned for more insights from the Capitaliz team on our next episode.