Capitaliz Insights

About 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.

Publisher

Craig West

Category

business · news

Language

en

Explicit

No

First episode

8 Feb 2023

Latest episode

21 Jul 2025

Latest episodes

23 episodes in the feed.

1. 

   21 Jul 2025

   Next-Gen Exit Planning: Building Trust, Technology & Tailored Solutions

   Exit planning is entering a new era, with a strong emphasis on implementation, customization, technological integration, and strategic collaboration. Capitaliz co-hosts Dr. Craig West and Jared Johnson discuss how the shift was on full display at the 2025 Exit Planning Summit this summer, making note of the industry's aversion to fragmented approaches and the demand for more comprehensive, integrated solutions that better serve business owners. The pair talked through emerging trends impacting the capabilities of professional planners including the use of AI, a focus on ESG considerations, and tailored exit strategies for individual clients. Tune in to the full conversation as we discuss how advisors can stay ahead by embracing innovation, building strong partnerships, and staying proactive to adaptation.

2. 

   27 May 2025

   Client Experience, Cricket, and Business Valuations: A Planning Journey Across Continents

   Sam Walters recounts his career journey in exit and succession planning, highlighting the evolution of the field and technology's role, in an interview with Craig and Jared.

3. 

   10 Apr 2025

   Sales Beyond Transactions: Empathy, Collaboration, and Client-Centered Wins

   In this episode of Capitaliz Insights, Brent Heflin, Capitaliz VP of Sales, shares his consultative sales philosophy and leadership approach that's driving growth for the team, and for advisors using the platform. He details how Capitaliz stands apart from other tools by offering an end-to-end exit planning solution built specifically for advisors who want to scale their practice while delivering exceptional client outcomes. This brief episode with Brent explores: • The value in a consultative and empathetic sales approach focused on understanding each advisory practice's unique challenges • Building a sales team based on trust, removing obstacles, and creating effective feedback loops • The Capitaliz differentiator: an elegant approach to intrinsic value calculation that aligns with the Value Acceleration Methodology • The ways that the Capitaliz platform intentionally fosters professional collaboration in exit planning among disciplines • The "chicken and egg" dilemma: invest in your systems before pursuing clients • How our success-based pricing model creates alignment: "we win when you win" • The importance of being selective and honest about compatibility and being the right fit. Whether you are looking for perspective on your sales philosophy or want to learn more about how Capitaliz can help scale your exit planning practice, this episode has insights for everyone. Listen to the episode at the link below and visit capitaliz.com/get-started to see the platform in action.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 32 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

33

Social presence

90

YouTube

0

Engagement

32

Contact Capitaliz Insights

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.