UPCOMING WEBINAR!
Unlocking Success: A Capitaliz Case Study in Value Acceleration
Wednesday, June 5 at 1:00pm ET
Join us on Wednesday, June 5 at 11am MT / 1pm ET for an insightful, one hour webinar presented by Sam Walters, VP of Client Relationships at Capitaliz. Discover 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 will cover:
- 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
Don’t miss this opportunity to learn from a real success story and explore some of our proven secrets in business value acceleration and protection.
Sam Walters
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.
Don't miss your chance to learn from Sam & the team from a real client example of success and lessons learned!