CAPex - The Cornerstone Advisory Partners Exit Program
Cornerstone Business Services
Cornerstone Business Services is a boutique investment bank specializing in mergers and acquisitions for founder- and family-led businesses with annual revenues between $5 million and $150 million. Established in 2001 by Scott Bushkie, the firm is headquartered in Green Bay, Wisconsin, and operates across North America. Cornerstone offers services including company sales, acquisition searches, and fair market analyses, utilizing a proprietary Assurance 360™ process designed to maximize value and ensure successful deal closures. The firm is a founding member of the Cornerstone International Alliance, a global network dedicated to middle-market M&A. With a team of nearly 20 professionals, Cornerstone is committed to ethical practices and delivering superior results for its clients.
CAPex - The Cornerstone Advisory Partners Exit Program
CAPex (Cornerstone Advisory Partners Exit Program) is a turnkey platform designed to empower Financial Advisors, CPAs, Exit Planners, and other trusted professionals to deliver comprehensive exit planning services to business owners. By integrating CAPex into their practice, advisors can offer structured, value-driven solutions that guide clients through the complexities of business succession and exit strategies. The program emphasizes consistency, transparency, and predictability, ensuring a trusted process for all stakeholders involved.
CAPex provides a collaborative framework that enhances client relationships and opens new revenue opportunities for participating professionals. Through its structured approach, advisors can help business owners maximize their company's value and achieve successful transitions. With CAPex, professionals are equipped to navigate the intricate landscape of business exits, delivering tailored solutions that align with their clients' goals.
Cultivate Advisors
Cultivate Advisors is a business advisory firm dedicated to helping small business owners achieve sustainable growth and rediscover the joy of entrepreneurship. Founded in 2013 by Casey Clark and Dan Gramann, the company offers personalized, one-on-one advising tailored to each client's unique challenges and goals. Their advisors, all former business owners themselves, collaborate closely with clients to develop customized growth strategies across key areas such as financial management, sales, marketing, leadership, recruitment, and productivity. Utilizing their proprietary Propeller Methodology, Cultivate Advisors has helped clients in over 160 industries achieve an average of 43% top-line revenue growth and 65% bottom-line profit growth. By fostering a community of entrepreneurs and providing access to a wealth of resources, Cultivate Advisors empowers business owners to scale their operations and reach new heights.
Ninety
Ninety is a cloud-based platform designed to help organizations focus, align, and thrive by simplifying the complexities of building great companies. Founded in 2017 by Mark Abbott, Ninety offers a suite of integrated tools, such as meetings, scorecards, and process documentation, that support teams in achieving their vision and enhancing accountability. Trusted by over 15,400 companies and 221,400 users worldwide, Ninety serves as a central hub for remote, hybrid, and in-person teams seeking to work smarter and more effectively together. The platform is particularly beneficial for small to mid-sized businesses and nonprofits aiming to implement or improve their business operating systems. With features like the Knowledge Portal, Ninety enables employee upskilling, progress tracking, and accountability, thereby reducing turnover and driving company growth. Ninety's commitment to helping organizations build something that will stand the test of time makes it a valuable resource for teams striving for excellence.