Financial Advisors and Planners: Amplify Your AUM with CAPex

Unlock the Potential of Your Practice

Financial Advisors and Planners uniquely benefit from the Cornerstone Advisory Partners Exit Program (CAPex) to unlock the net worth of their business owner clients through a liquidity event. By joining CAPex, you can create new revenue streams and forge stronger client relationships, making it an essential addition to your toolkit.

How CAPex Transforms Your Practice

Collaborative Growth Opportunities

The collaborative approach of CAPex opens new doors for growth and revenue, allowing you to offer comprehensive exit strategy services to business owners.

Tailored Support

Align with Cornerstone Business Services to gain access to proven processes like Assurance 360™, providing clients with well-informed decisions and a higher deal-closing ratio.

Enhance Client Relationships

Build trust and long-term collaboration with business owners, empowering them to achieve their exit goals and maximizing your practice’s potential.

Not Sure Which Program is Right for You?

Take our 2-minute online assessment to find out.

Join CAPex Today

Unlock Unparalleled Opportunities

Become a part of the CAPex program and transform your practice. Leverage the resources, expertise, and support of Cornerstone Business Services to amplify your AUM and elevate your services. Contact us to learn more.