Affiliations
The Exit Planning Institute (EPI) offers the Certified Exit Planning Advisor (CEPA) credential. It is a methodology for professional advisors to integrate a business owner’s business, personal, and financial goals into one strategy that is executed by a team of advisors. Advisors like the financial advisor, CPA, attorney, and others. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.
The Alliance of Merger & Acquisition Advisors (AM&AA) offers the Certified Merger & Acquisition Advisor (CM&AA) credential. The AM&AA has a Membership network that spans 25 different countries. They are committed to providing education, networking, and resources for Members who do domestic, international, and cross-border Mergers & Acquisitions. AM&AA hosts multiple chapter events and two industry conferences each year. These events bring hundreds of M&A professionals together and feature industry thought-leaders, networking and deal sourcing opportunities.
Individuals or companies desiring to conduct real estate activity in Louisiana must make an application for a license or certificate with the Louisiana Real Estate Commission (LREC). Non-licensed individuals or companies shall not accept compensation in any form for conducting real estate activity in the state of Louisiana.
The Association for Corporate Growth (ACG) is the premier M&A dealmaking community with 59 chapters worldwide. ACG’s global network comprises more than 100,000 middle market professionals who invest, own and advise growing companies. ACG’s mission is to drive middle-market growth.
The Turnaround Management Association (TMA) is the most professionally diverse organization in the corporate restructuring, renewal, and corporate health space. Established in 1988, TMA has almost 10,000 members in 54 chapters worldwide, including 34 North American chapters. Members include turnaround practitioners, attorneys, accountants, advisors, liquidators, consultants, as well as academic, government employees, and members of the judiciary.
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 members across the world.
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, we strive 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 500 members.