Strategic Partners

Exit Planning Institute

The Exit Planning Institute is the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide.

Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, 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. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with eleven major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

International Business Brokers Association: IBBA

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.

The IBBA supports entrepreneurship, and the concept that the investment risks of owning a business deserve a straightforward, professional and honest presentation to both seller and buyer.

The IBBA's Standards and Code of Ethics impose obligations beyond those of ordinary commerce. We believe business brokers should be zealous in maintaining and improving ethical practices and sharing with their fellow business brokers a common responsibility for integrity and honor in their business transactions.