Welcome to CAPex
Your Journey
Begins Here

Joining the CAPex program is the first step towards a collaborative partnership that empowers your business owner clients to achieve their exit goals. Whether you’re an Advisory Partner or a Referral Partner, our streamlined onboarding process ensures a smooth transition into the program.

Onboarding Process:
What to Expect When You Join

Step 1:

Application and Selection

Complete the online application form, providing details about your practice and experience. Our team will review your application and select candidates that align with the CAPex program’s requirements and goals.

Step 2:

Introduction and Orientation

Once you’ve been accepted into the program, you’ll be introduced to the CAPex team and provided with an orientation session. This session covers the program’s structure, benefits, and expectations, ensuring you have a clear understanding of your role.

Step 3:

Training and Education

Participate in comprehensive training sessions tailored to your membership type. These sessions cover essential topics such as the Assurance 360™ approach, go-to-market strategies, and marketing support.

Step 4:

Access to Resources and Tools

Gain access to a suite of resources and tools designed to support your practice. From marketing materials to the “Finish Strong” transition planning system, everything you need is at your fingertips.

Step 5:

Ongoing Support and Collaboration

Enjoy ongoing support from the CAPex team and opportunities for collaboration with other members. Regular check-ins, updates, and networking events foster a vibrant community of like-minded professionals.

Benefits of CAPex Onboarding

Seamless Integration

Our step-by-step onboarding process ensures a smooth transition into the CAPex program, allowing you to quickly integrate exit planning services into your practice.

Speed to Market

With your personalized onboarding support, you will quickly get up to speed and uncovering opportunities.

Community Building

Become part of a community of professionals committed to empowering business owners, fostering collaboration, knowledge sharing, and growth.

Start Your CAPex Journey Today

Ready to embark on a rewarding journey with the CAPex program?

Our streamlined onboarding process is designed to set you up for success, providing the training, resources, and support you need. Contact us to learn more about the onboarding process and take the first step towards a successful partnership with CAPex.