Capitaliz Insights

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Craig West

English Business Business News Entrepreneurship Management News

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Episodes 23

Avg. Duration 24m

Activity Dormant

Since Feb 2023

Latest Episode Jul 2025

Publishing Details

Schedule

Every 2 Weeks

Format

Episodic

Hosting

feeds.megaphone.fm

Contact & Outreach

About This Podcast

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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Recent Episodes

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

Jul 21, 2025 28m

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…

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

May 27, 2025 22m

In this episode, Craig and Jared are joined by Sam Walters, the longest-serving Capitaliz team member, as he shares his journey from public accounting to exit and succession planning and his…

S2E8 Sales Beyond Transactions: Empathy, Collaboration, and Client-Centered Wins

Apr 10, 2025 16m

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…

S2E7 Turning Curiosity into Conversations: Using the Value Gap Assessment as a Marketing Tool

Mar 13, 2025 16m

In Episode 7 of the Capitaliz Insights podcast, hosts Craig West and Jared Johnson explore how advisors can leverage the Value Gap Assessment as a powerful marketing and prospecting tool. From email…

Meet the US Leadership Team: Driving Success at Capitaliz

Feb 27, 2025 38m

In Episode 6 of Capitaliz Insights, we introduce you to the leadership team that propels our success. Get to know Sam Walters, Zach Broyles, Maddie Ernzen, and Brent Heflin as they share their…

S2E5 Flipping the Script: Exploring Shifts in the Business Owner Mindset with Craig West

Feb 12, 2025 23m

In this insightful episode of Capitaliz Insights, Jared Johnson interviews Craig West, CEO and Founder of Capitaliz, to explore his take on the evolving nature of business ownership through the lens…

S2E4 From Taking Part to Taking Charge: Navigating Advisor Roles in Exit Planning

Dec 17, 2024 22m

In Episode 4 of the Capitaliz Insights podcast, Craig West and Jared Johnson dissect the pivotal roles advisors play in exit planning engagements. Discover how you can enhance your advisory services…

S2E3 Emerging Trends for Advisors from 2024 Industry Conferences & Events

Dec 05, 2024 26m

In the latest episode of the Capitaliz Insights podcast, hosts Craig West and Jared Johnson share valuable insights from their recent attendance at various industry conferences and events. They…

S2E2 Shift to Significance: Redefining Success in Exit Planning

Nov 13, 2024 19m

Season 2, Episode 2 of the Capitaliz Insights Podcast

S2E1 Capitaliz Insights // Behind the Scenes with Jared Johnson: Leading Capitaliz into the Future

Oct 30, 2024 21m

In this first episode of the re-launched, second season of Capitaliz Insights Podcast, co-hosts Dr. Craig West and Jared Johnson invite you to dive deep into the journey of Jared Johnson, President…

Capitaliz Insights // Tommy Battle

May 05, 2023 23m

In this episode, host Craig sits down with Tommy Battle, President of Financial Designs and one of our trusted Capitaliz advisors. Tommy's career journey has been nothing short of fascinating, and he…

Capitaliz Insights // Thom Hall

Apr 28, 2023 23m

In this episode of Capitaliz Insights join Craig as he delves into the world of financial planning with Thom Hall, managing partner at Carson Wealth. Discover how Carson Wealth helps business owners…

Capitaliz Insights // Zach Broyles

Apr 21, 2023 17m

In this episode, we have the pleasure of introducing you to Zach Broyles, one of the key players on our team. Zach joined Capitaliz in late 2022 and is currently leading the sales team from our North…

Capitaliz Insights // Joe Scheid

Apr 14, 2023 25m

In this episode of Capitaliz Insights, Craig interviews Joe Scheid, the owner of Strategic Financial Concepts and Managing Partner of Legacy Advisors Arizona. Joe shares how he recognized the need…

Capitaliz Insights // Nic Foster

Mar 31, 2023 26m

In this episode of Capitaliz Insights, we hear from CEO Nic Foster. From his early days as a graduate accountant at PWC to his successful 20-year journey at Sony, where he saw the inception of…

Capitaliz Insights // Chris Snider

Mar 24, 2023 36m

In the latest episode of Capitaliz Insights, Craig interviews Chris Snider, the CEO of The Exit Planning Institute (EPI) and author of the acclaimed book "Walking to Destiny." They delve into Chris's…

Capitaliz Insights // Chris Nelson

Mar 17, 2023 25m

On this episode of Capitaliz Insights, Craig sits down with Chris Nelson, the Chief Technical Officer at Capitaliz and co-founder of JuiceBox, a leading Australian digital agency. Together, they…

Capitaliz Insights // Scott Duke

Mar 10, 2023 26m

On this week's episode of Capitaliz Insights, Craig chats with Scott Duke, founder of boutique M&A advisory firm OpnRoad and VP of Sales at Capitaliz. Scott shares his inspiring entrepreneurial…

Capitaliz Insights // Mark Dorman

Mar 03, 2023 31m

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…

Capitaliz Insights // Scott Snider

Feb 24, 2023 34m

On this episode of Capitaliz Insights, Craig interviews Scott Snider, president of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth. As the leading Exit Planning…

Frequently Asked Questions

How many episodes does Capitaliz Insights have?

Capitaliz Insights has published 23 episodes since February 2023, covering topics in Business, Business News.

Is Capitaliz Insights still active?

Capitaliz Insights is currently dormant with new episodes every 2 weeks. Average episode length is 24m.

How do I contact Capitaliz Insights for sponsorship or guest appearances?