Mergers & Acquisitions
Join Capital Benefit Group
Create a future with an organization that values your team and is dedicated to your business for long term success
Why Choose
Capital Benefit Group
At Capital Benefit Group (CBG), we combine the resources of a large firm with the spirit and flexibility of a small company.
We’re looking to grow through partnerships with independent agencies that value relationships as much as results. Our investor isn’t a private equity firm, so we’re focused on long-term success, not short-term profits.
When you join CBG, you keep your identity and culture while gaining access to our proprietary programs, operational support, and an agile business model. We skip the bureaucracy and unproductive meetings so we can spend more time with our team and customers—building connections and creating solutions that actually matter.
Leader Among Benefits Agencies
One of the largest privately held employee benefits agencies in the Pacific Northwest
Outstanding Client Satisfaction
Achieving a 94% customer satisfaction rating
Strong Employee Culture
Our company boasts an incredibly strong employee culture, demonstrated by the fact that an impressive 90% of our team members have been with us for over five years. Even more remarkable is that one-third of our employees have dedicated a decade or more to our organization
The Common Challenges
While you have built a successful business, we also know that it's never easy to keep things running smoothly and challenges always creep in. We've found that most agency owners get hung up on these 3 stumbling blocks:
The "Operational Stuff"
No Longer doing "What You Love”
What's the "Succession Plan?"
Operational challenges (IT, Compliance, Finance, Taxes, Legal, and HR) are incredibly difficult. What happens when you decide to move on to the next chapter? That's where Capital Benefit Group can help! We'll help you get back to doing what you love and plan a lucrative pathway to cement the legacy you have built.
What CBG
Has to Offer
Like you, we pride ourselves on putting our people first. In doing so, we know that our customers will be cared for as they deserve. We believe we are the ideal partner for broker agencies looking to grow their business while properly caring for their customers and their team.
Great Business Infrastructure:
Marketing, IT, Finance, & Customer
Service Support
Technology Tools for HR Support:
Mineral, Employee Navigator, Ease, & EPKonnect
Exclusive Access
to the PNW's 5 most Prominent Association Health Plans
A Non-Private Equity
Investor Partner in Broadstreet Partners
Bigger Than you Think:
$30 Million in Revenue & Over 30 Years of Experience
Success Stories
A proven track record for partnerships