
Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe..
Business Enterprise Institute, Inc.

BEI is the leading innovator in the Exit Planning industry. No other organization offers its Members the comprehensive Exit Planning training, marketing support, and plan-creation tools that BEI provides.
International Business Brokers Association

The IBBA is the world’s largest professional community of business intermediary specialists. When it comes time to sell or buy a business, choose to work with an experienced IBBA Member who will guide you through every step of the process. Look for the Certified Business Intermediary (CBI) designation to identify individuals who have met our highest standards for education, ethics and professionalism.
M&A Source

The M&A Source is so named because it represents “the source” of opportunity and professional growth for merger and acquisition intermediaries and strategic professionals who are dedicated to the lower middle market (LMM).
Michigan Business Brokers Association

The Michigan Business Brokers Association is a non-profit organization whose primary purpose is promoting confidentiality, ethics, and cooperative communication among Professional Business Brokers in Michigan.
International Society of Business Appraisers

ISBA provides an exceptionaleducational program leading to a designation.ISBA is focused on Small business to Main Street business.The course instruction is in-depth. You can earn the BUSINESS CERTIFIED APPRAISER “BCA” credential only after demonstrating through education, testing and a reviewed report your level of expertise. Then you are worthy of accepting abusiness valuation for your client.