Welcome to Capitaliz Insights. This podcast serves as the go-to for conversations about all things exit and succession planning, from industry trends and best practices, news, case studies and success stories, plus advisor tips and strategies for making a mark in this space. Co-hosts Dr. Craig West and Jared Johnson create a place for both business owners, giving actionable insights to the owners planning for an eventual business exit or transition, and the advisors navigating them through the journey.
Dr. Craig West is an accountant and mentor with more than 25 years of experience in advising business owners on exit planning, succession, and mergers and acquisitions. For the last 15 years, he has provided strategic direction to Succession Plus, the largest Business Succession and Exit planning consulting firm in Australia that is entirely focused on designing and implementing successful exit strategies to achieve the owners' goals, separate them from the business, and provide them with financial reward they deserve. The team's proven planning methods and processes have been digitized and systemized as a comprehensive Saas platform, Capitaliz, that has been serving professional advisors since 2021.
Capitaliz President, Jared Johnson, has spent just shy of two decades in the exit planning space and is passionate about working with advisors and providing them with the resources to help their clients to maximize business value and achieve successful exits. Jared specializes in implementing strategies designed to grow revenue through client centric models, and works to conceptualize and implement innovative solutions for Capitaliz advisors and the broader Capitaliz network.
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Welcome to Capitaliz Insights. This podcast serves as the go-to for conversations about all things exit and succession planning, from industry trends and best practices, news, case studies and success stories, plus advisor tips and strategies for making a mark in this space. Co-hosts Dr. Craig West and Jared Johnson create a place for both business owners, giving actionable insights to the owners planning for an eventual business exit or transition, and the advisors navigating them through the journey.
Dr. Craig West is an accountant and mentor with more than 25 years of experience in advising business owners on exit planning, succession, and mergers and acquisitions. For the last 15 years, he has provided strategic direction to Succession Plus, the largest Business Succession and Exit planning consulting firm in Australia that is entirely focused on designing and implementing successful exit strategies to achieve the owners' goals, separate them from the business, and provide them with financial reward they deserve. The team's proven planning methods and processes have been digitized and systemized as a comprehensive Saas platform, Capitaliz, that has been serving professional advisors since 2021.
Capitaliz President, Jared Johnson, has spent just shy of two decades in the exit planning space and is passionate about working with advisors and providing them with the resources to help their clients to maximize business value and achieve successful exits. Jared specializes in implementing strategies designed to grow revenue through client centric models, and works to conceptualize and implement innovative solutions for Capitaliz advisors and the broader Capitaliz network.
In this week's episode of Capitaliz Insights, Craig interviews Mark Dorman, the founder of the Legacy Advisors Network (LAN), a professional community of advisors specializing in guiding private and family businesses through succession and transition planning. As one of the early adopters of the Capitaliz platform in North America, Mark shares his professional background and journey into exit planning, as well as how he discovered Capitaliz and incorporated it into his practice.
During the interview, Mark provides insights into how he and his team leverage the platform's features to streamline their workflow and engage with clients more effectively. Additionally, he discusses how the Capitaliz platform has helped him grow his business and better serve the needs of his clients.
Join us for this engaging conversation to learn more about Mark's experience with exit planning and how the Capitaliz platform can help advisors like him succeed in the industry.
Capitaliz Insights
Welcome to Capitaliz Insights. This podcast serves as the go-to for conversations about all things exit and succession planning, from industry trends and best practices, news, case studies and success stories, plus advisor tips and strategies for making a mark in this space. Co-hosts Dr. Craig West and Jared Johnson create a place for both business owners, giving actionable insights to the owners planning for an eventual business exit or transition, and the advisors navigating them through the journey.
Dr. Craig West is an accountant and mentor with more than 25 years of experience in advising business owners on exit planning, succession, and mergers and acquisitions. For the last 15 years, he has provided strategic direction to Succession Plus, the largest Business Succession and Exit planning consulting firm in Australia that is entirely focused on designing and implementing successful exit strategies to achieve the owners' goals, separate them from the business, and provide them with financial reward they deserve. The team's proven planning methods and processes have been digitized and systemized as a comprehensive Saas platform, Capitaliz, that has been serving professional advisors since 2021.
Capitaliz President, Jared Johnson, has spent just shy of two decades in the exit planning space and is passionate about working with advisors and providing them with the resources to help their clients to maximize business value and achieve successful exits. Jared specializes in implementing strategies designed to grow revenue through client centric models, and works to conceptualize and implement innovative solutions for Capitaliz advisors and the broader Capitaliz network.
