CAPex Advisory Partner Membership

Why Join CAPex as an Advisory Partner?

Joining CAPex as an Advisory Partner offers Financial Advisors, CPA Firms, and Exit Planners the opportunity to elevate their practice and fuel growth by providing comprehensive exit strategy services to business owners. By aligning with Cornerstone Business Services, you gain access to proven processes, expert guidance, and collaborative opportunities that set you apart in the industry.

Benefits & Incentives

Increase AUM

Helping your clients exit their business for maximal value unlocks exponentially more liquid for you to invest. And, earn success fees from CAPex!

Work Smarter, Not Harder

More AUM per client means your business and revenue can scale with fewer resources and less effort.

Proactively Protect

Clients that are looking to exit may find other resources who have services that compete with yours. Be the first at bat.

Go to Market Together

Receive marketing materials and sales support to promote exit advisory services, effectively reaching your target audience and building your brand.

Not Sure Which Program is Right for You?

Take our 2-minute online assessment to find out.

Who Can Join?

The Advisory Partner membership is reserved for Financial Advisors and CPAs whose business model is oriented toward AUM, and Exit Planners who are actively involved in exit planning.

Advisory Partners have a well-established book of business, including clients who own businesses with $5M-$150M in annual revenues. Several of these clients would be likely to begin conversations about their eventual exit from their business each year.

Requirements

Proactive Engagement Members must proactively generate exit deal opportunities and participate in the sales process when an opportunity is uncovered.
Commitment to CollaborationAdvisory Partners must commit to participating in the joint go-to-market process and meeting activity requirements, ensuring a collaborative approach to clients’ exit needs.
Alignment with CAPex Values Adherence to the values and principles of CAPex, including integrity, collaboration, and client-centric focus, is essential for a successful partnership.

Referral Program

Not sure if the Advisory Partner Program is right for you?

If you like the benefits of joining CAPex without the commitments, you can passively make arm introductions with our Referral Partner Program.

Join CAPex as an Advisory Partner Today

Become a part of the CAPex program as an Advisory Partner and unlock unparalleled opportunities for growth, collaboration, and success. Leverage the resources, expertise, and support of Cornerstone Business Services to enhance your practice and empower business owners to achieve their exit goals.

Talk to a CAPex Program Manager today to learn more about the Advisory Partner membership and how it can transform your practice.