Capitaliz
Sam Walters is a finance professional with extensive experience in client relationships, exit planning, and business succession. Currently serving as Vice President and Lead Exit Planning Analyst at Capitaliz since August 2021, Sam has also contributed to the field as a business succession blogger at SamWalters.info since January 2020. Prior roles include a founding member at Alt Exit Group and a team member under the mentorship of Mark Bouris. Sam's background includes significant expertise at Succession Plus, where responsibilities included advising on exit strategies, business sales, and financial analysis. Earlier career positions involved roles such as Intermediate Tax Accountant at Kilpatrick Lake Mackenzie and Intermediate Accountant at Ingram Cole & Land, with a focus on financial statement preparation and compliance services. Sam holds a Bachelor of Commerce in Financial Accounting from the University of Newcastle.
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Capitaliz
Capitaliz is the authoritative tool to identify, protect, maximize and extract the $10 trillion tied up in privately owned businesses. Capitaliz is a game-changer for any succession and exit planning adviser aiming to successfully engage more clients through powerful business insights and scale their business operations through proven process productivity and efficiency gains. Powered by Succession Plus, Asia Pacific's leading succession and exit planning advisory consultancy, Capitaliz is based on millions of exit planning data points. Those rich datasets help power Capitaliz to benchmark and compare businesses across hundreds of sectors and industries internationally. Capitaliz enables exit planning professionals to work collaboratively with clients and stakeholders in delivering scalable business valuation, succession, and exit planning outcomes. Using data, not guesswork.