Capitaliz is a leading tool in our industry designed to identify, protect, maximize and extract the $10 trillion tied up in privately owned businesses. At LAN, we believe Capitaliz is a game-changer for our advisors seeking to successfully engage more clients through powerful business insights and scale their business operations through proven process productivity and efficiency gains. The platform enables you to work collaboratively with clients and stakeholders in delivering scalable business valuation, succession, and exit planning outcomes—using data, not guesswork. We want to help you learn more and get set up to use Capitaliz.
Participating in this dedicated "Fast Track" Zoom workshop for LAN members gives you access to Capitaliz at LAN's discounted pricing ($3,800) with the opportunity to pay over 12 months ($319 per month).
In this session, you will gain:
- Direct access to Capitaliz' leadership team—Craig West, Nic Foster and Sam Walters—for hints and tips on winning with Capitaliz
- A guided pathway to Capitaliz Accreditation and your 1st client activation
- Input and guidance from Mark Dorman and Joe Scheid
Sign up now to take advantage of this opportunity to ramp up your business consulting with Capitaliz.
Register in advance for this Zoom meeting using the Register button.
Join the meeting via Zoom with the following link:
Meeting ID: 947 8418 9178