Sam Walters

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.