Exit Planning Institute

Nov 8, 2022

News Provided By Share This Article Capitaliz scoreboard screenshot Capitaliz Becomes an Endorsed Partner of Leading Exit Planning Group The addition of Capitaliz will allow all exit planning professionals access to a great partner, an excellent tool, and provide more collaborative opportunities and knowledge building” — Scott Snider President EPI SYDNEY, NSW, AUSTRALIA, November 9, 2022 / EINPresswire.com / -- Capitaliz , a platform for private business valuation and value enhancement built for exit planners and advisors, today announced that the company has finalized a major partnership agreement with the Exit Planning Institute (EPI), which provides professional advisors leading industry content, ongoing practice support, and owner education resources and oversees The Certified Exit Planning Advisor™ (CEPA®) Credentialing Program. EPI has added Capitliz to its endorsed partner group, a group of exclusive and elite partners that provide resources to top exit planning professionals. Capitaliz made its official debut in the USA market in May 2022 at EPI’s Exit Planning Summit in Scottsdale, Arizona, which brings together professional advisors from around the world who work within the exit planning profession. However, over the last year, several EPI members have already started leveraging Captializ to help business owners maximize the value of their business and achieve a successful exit–with more adoption following EPI’s event. “The preferred supplier partnership with EPI is a significant step for the business as it looks to quite literally capitalize on the massive North American market,” said Capitliz CEO Nic Foster. “There are a large number of baby boomer business owners worldwide who need specialist help in maximizing business value and being able to unlock that value when they exit. Our software is built by exit planners for exit planners to help them do just that.” The Exit Planning Institute is the largest group for exit planning accreditation and education in the world, with over 43,600 members. Recognizing the impact of EPI and its value to professionals in the space, Capitaliz is elevating its commitment to EPI as a headline partner for The Exit Planning Summit 2023. The partnership will also see Capitaliz more deeply involved in US-based EPI events such as Chapter meetings and providing quality educational materials for CEPAs. Craig West , Founder of Capitaliz, also founded Succession Plus , the largest Business Succession and Exit planning consulting firm in Australia. West obtained the CEPA designation in 2011 and was subsequently named International Exit Planner of the Year in 2015. “I’ve honed in on a specific methodology that has resulted in over 800 Australian business owners successfully exiting their businesses over the last 12 years,” commented West. The Capitaliz platform combines that expertise with the value process taught by EPI on a digital platform so that the methodology can reach and impact more advisors, and those advisors can ultimately deliver best-in-class exit planning solutions at scale internationally.” Scott Snider, President of EPI has welcomed Capitaliz as a major partner and added, “it's an honor to have Craig and the entire Capitaliz organization in our community. The addition of Capitaliz will allow all exit planning professionals access to a great partner, an excellent tool, and provide more collaborative opportunities and knowledge building.” For more information on Capitaliz, please visit: https://www.capitaliz.com/ Craig West