The M&A Source offers strategic education & content to elevate M&A advisors to better serve their clients. Our goal is to ensure all M&A advisors know and work toward best practices in middle market transactions. Since its founding in 1991, westrive to be “the source” for all those working on mergers & acquisitions transactions, including CPAs, attorneys, investment bankers, business sellers, and others. This international organization currently has more than 420 members.
Cornerstone International Alliance
The Cornerstone International Alliance (CIA) is an organization dedicated to facilitating the success of its members through access to industry experts, tools, content, best practices, and most importantly to buyers and sellers. The CIA is committed to enhancing the position of its members through expanded buyer reach, cumulative statistics, and business development through its online platform and alliance programs.
Certified Business Intermediary (CBI)
A Certified Business Intermediary (CBI) is a trained and experienced Business Intermediary who possesses the necessary expertise to perform business valuations, confidential marketing, negotiations, review lease documents and the multitude of complex details involved in the sale or purchase of a privately held business. The CBI designation is a professional credential earned by Business Intermediaries who are members of the International Business Brokers Association (IBBA) and have satisfied the work experience and academic requirements in addition to adhering to the ethical standards of the IBBA. Dave Richards holds the CBI designation.
International Business Brokers Association
The International Business Brokers Association (IBBA) is the largest international non-profit association operating exclusively for people and firms engaged in business brokerage and mergers and acquisitions. This association provides business brokers education, conferences, professional designations, and networking opportunities. Formed in 1984, the IBBA has 6,000+ members across the world.
Certified Exit Planning Advisor (CEPA)
The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology through the Exit Planning Institute. Lutz Lehmann holds the CEPA designation.
California Association of Business Brokers
The California Association of Business Brokers (CABB) is a professional trade association whose members are actively involved in assisting their clients in selling, buying, and evaluating businesses. CABB was organized to recognize the professionals of business opportunity brokerage, to help educate the public on the benefits of using licensed intermediaries, and to establish a code of ethics to which members adhere.
ProVisors – Collaborating for Excellence
ProVisors is a community of experienced professionals such as leading attorneys, accountants, financial advisors, and other successful professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance, and accountability.