In addition, the new CGT changes require valuations of private companies as at 30 June 2027. How are you planning to manage this - in-house, by outsourcing, or using a tool? This session will cover all three options and explore how you can assist your clients.
Join Capitaliz for a complimentary 60-minute webinar with Dr Craig West to explore how Capitaliz can help advisers expand their service offering and unlock new revenue opportunities while delivering greater value to business owner clients.
During this session, Craig will demonstrate how advisers can use Capitaliz to support clients across:
- Business valuations
- Value acceleration and growth strategies
- Business succession planning
- Exit and transition planning
- Mergers and acquisitions readiness
- Employee ownership and succession alternatives
- Business owner advisory services
You will discover:
- Why business owners are increasingly seeking strategic advice beyond traditional financial planning
- How to identify opportunities within your existing client base
- Ways to create deeper client relationships and improve retention
- Referral and collaboration opportunities available through Capitaliz
- Real-world examples of adviser-led client engagements
If you’re looking to broaden your advisory capabilities, strengthen your client value proposition, or develop an additional revenue stream within your practice, this session will provide a practical introduction to the opportunities available.
See you there!