Course curriculum

  • 1

    Capitaliz Social Media & Brand Assets

    • Capitaliz Social Media & Brand Assets
  • 2

    eBook - It All Begins with Insights

    • It All Begins With Insights
  • 3

    Capitaliz Blogs & Articles

    • Non-Financial Analysis

    • Implementation Plan

    • Financial Analysis

    • Exit Readiness

    • Company structure

    • Benchmarking
  • 4

    Capitaliz Brochures + One Pagers

    • Capitaliz Client Facing Brochure

    • Sell Sheets: Business Insights Report
  • 5

    Capitaliz Insights Podcast

    • Introduction & Episodes
  • 6

    Smith Engineering Sample

    • Smith Engineering Business Insights Report

    • Smith Engineering Implementation Roadmap

    • Craig West presenting the Business Insights Report to Smith Engineering
  • 7

    Owner-Facing Webinar Support

    • Exit Like a Boss Presentation Slides & Video

    • Capitaliz - It All Begins with Insights

    • 15 Proven Tips to Maximize Business Value
  • 8

    Capitaliz Advisor Sales + Marketing Playbook

    • Advisor Resource Kit: Sales + Marketing Playbook ​