Watch the Webinar Recording
Check out a recent guest webinar that Capitaliz President, Jared Johnson, presented to the Exit Planning Institute and advisor network.
Let's Connect!
If you would like to learn more about the Capitaliz Value Gap Assessment and how to use it as a marketing and prospecting tool in your practice, book some time with us.
“I am a big fan of how the Capitaliz software is built, and how well it integrates with the Value Acceleration Methodology™ learned through earning my CEPA with EPI. The support from the Capitaliz team has been great!”