Unlocking Success: A Capitaliz Case Study in Value Acceleration
Sam Walters, VP of Client Relationships at Capitaliz shared the impactful journey through a real-life client case study where value acceleration strategies and the Capitaliz strategic advisory platform transformed a business and the lives of the owner and key employees.
In this presentation, Sam covered:
Fees earned and what structure was implemented
Key projects and deliverables produced during the planning engagement
Which strategies delivered remarkable improvements in business performance
How the lives of the owner and the company staff were positively impacted
Major roadblocks and challenges and how the team overcame them
Revisit the webinar presentation for the opportunity to learn from a real success story and explore some of our proven secrets in business value acceleration and protection.
The National Association of Certified Valuators & Analysts (NACVA) named Sam a 40 Under 40 Honoree in 2015.
Since then, Sam has helped value over 200 SMEs and worked on dozens of business sale, merger and acquisition projects.
As of 2021, Sam has been with Capitaliz as an exit planning analyst and now VP of Client Relationships, helping to spearhead efforts in North America and revolutionalize the way in which business exit and succession is done across the globe. He has recently relocated from Australia to the states and is now local to the US Headquarters in Denver, CO.
