Associated tags: Veteran, BEI, Nation, Convergys, Comprehension, Citibank, AOL, Dynamics, Acceleration, Risk management
Locations: DENVER, COLORADO, US, AMERICAS, UNITED STATES, NORTH AMERICA, CANADA, AUSTRALIA, UK
Retrieved on:
Thursday, February 29, 2024
The report assessed the VPI of hundreds of small and midsize businesses and revealed that American private businesses have missed out on $3.7 trillion dollars in unrealized value due, in part, to non-existent or poorly structured succession plans.
Key Points:
- The report assessed the VPI of hundreds of small and midsize businesses and revealed that American private businesses have missed out on $3.7 trillion dollars in unrealized value due, in part, to non-existent or poorly structured succession plans.
- More Americans are turning 65 this year than at any prior time in history, with vast economic implications given that baby boomers own $7.4T in private businesses .
- By Capitaliz’s estimates, the combined value of private businesses in the US stands at $24.3T, but should be $3.7T higher.
- This translates to individual businesses being undervalued by 15.1%—leaving substantial dollars on the table.
Retrieved on:
Wednesday, February 7, 2024
In this role, Johnson will oversee the company's operations, strategy, and regional growth as Capitaliz aims to expand its business development and client success teams through advisory relationships.
Key Points:
- In this role, Johnson will oversee the company's operations, strategy, and regional growth as Capitaliz aims to expand its business development and client success teams through advisory relationships.
- As CEO of the Business Enterprise Institute (BEI), he built resources and tools for advisors, increased membership, and expanded advocacy for exit planning.
- Capitaliz's suite of insights and valuation tools helps quantify current business valuation, identify key value drivers, and make recommendations for strategic actions for enhancing business value.
- The platform is built by industry professionals for business owners and advisors, including accountants, financial advisers, wealth managers, bankers, and business coaches.
Retrieved on:
Wednesday, December 13, 2023
Capitaliz’s insights and valuation tools allow business owners to identify current valuation and key actions to accelerate business value.
Key Points:
- Capitaliz’s insights and valuation tools allow business owners to identify current valuation and key actions to accelerate business value.
- Understanding that businesses with proper succession planning command a 15% higher valuation compared to their unprepared peers , Capitaliz has designed and implemented this new feature to help all business owners close the value gap through constantly revaluing a client’s business as owners work through its 21-step process.
- “This feature is a game-changer for business owners and their advisers, as it helps identify and prioritize the items that will significantly impact business valuation.
- To see the Dynamic Revaluation feature and better understand how it can help accelerate the value of businesses, visit www.capitaliz.com .
