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Certifications

  • CERTIFICATIONS

    WORK WITH ADVISORS AND BROKERS WHO HAVE  
    THE SKILLS AND RELATIONSHIPS TO BRING BUYERS AND SELLERS TOGETHER.

     

    Roberta Caputo, our Founder and Managing Director, is the content expert for Kaplan University for Business Brokerage and Succession Planning. She has written courses to train Business Brokers across the USA.

    Kaplan University

    Kaplan University (now Purdue University Global) is a regionally accredited university dedicated to helping adult students who need flexibility to fit higher education into their busy lives.  The University was one of the first institutions to offer higher education online, starting with just 34 students and a handful of degree options. Over the years it expanded its academic offerings and in 2004 began to offer master’s programs. The University was acquired by Purdue University in March 2018 and renamed Purdue University Global. Purdue Global is a separate and distinct institution within the Purdue University system. More about Purdue Global can be found at https://www.purdueglobal.edu/about/.

     

     

    The Gold Standard for professional certification for Business Brokers is the Certified Business Intermediary (CBI) designation through the International Business Brokers Association. We have CBIs on staff to handle the most complex of transactions with professionalism and confidentiality.

    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.  https://www.ibba.org/

     

     

    We operate to the highest standards of ethics and professionalism as outlined by the Association of Professional Merger & Acquisition Advisors. The relationships with APMAA members expands our reach to Buyers, Sellers and other professionals.

     The Association of Professional Merger & Acquisition Advisors (APMAA) is an international organization bringing together business brokers, intermediaries, corporate M&A professionals, and individuals providing transactional support services such as attorneys, accountants, certified valuation analysts, and banking officers.   

    APMAA is a member centered organization and as such looks to create value for members by establishing an ethical code of conduct, providing on-line resources, facilitating a forum to share information, and offering educational development programs for the benefit of their members. http://apmaa.com/

     

     

    Our Business Valuations have been used in state courts, The NEBB has two professional certifications which we have earned in our advisory firm – Certified Machinery and Equipment Appraiser and Senior Business Analyst. When there is an option, go with trained and certified professionals.

    The experienced and USPAP compliant Certified Machinery and Equipment Appraisers (CMEA), who are members of NEBB Institute, are qualified appraisers to prepare a qualified appraisal required by the IRS, Council of Foundations, and U.S. Small Business Administration’s Standard Operating Procedures 50 10 (5) (J).

    A Certified Machinery and Equipment Appraiser (CMEA) is an advocate of the appraisal, not of any person or entity. We are the experts at locating and determining substantiated values on the equipment. We hold and promote the ethics and reporting guidelines of the Uniform Standards of Professional Appraisal Practice (USPAP). A CMEA’s Certified Machinery and Equipment Appraisal is defensible, substantiated, and will withstand scrutiny! That’s why a CMEA is called upon by business owners, lenders, CPAs, attorneys, courts, adjusters and others for a qualified and substantiated CERTIFIED appraisal of their machinery and equipment.

    Society of business analysts: NEBB Institute
    To earn the professional designation of SBA, you will be required to attend a SBA National Conference or complete a minimum of two online Small Business Analysis training courses. The training will equip you with the basics of business analysis which will provide knowledge and expertise to analyze and consult with prospects and clients. https://nebbinstitute.org/

     

     

    The International Franchise Professionals Group offers the Certified Franchise Consultant certification which we have. When you want to buy a new franchise or a resale. It is good to know you are dealing with someone who has been trained in all the ins and outs of franchising.

    We will help you connect with other franchise professionals, grow your business, and achieve your goals. Schedule a tour! https://www.ifpg.org/

     

     

     

    WE ARE PROUD TO BE MEMBERS OF THE FOLLOWING PROFESSIONAL ORGANIZATIONS
    WHICH BRING TOGETHER BUYERS, SELLERS, ADVISORS AND BROKERS.

     

    The Alliance of M&A Advisors® (The Alliance) is the Premiere International Organization serving the educational and transactional support needs of middle market M&A professionals worldwide. The Alliance was formed in 1998 to connect CPAs, attorneys, and other experienced corporate financial investors and advisors, and currently has more than 1,100+ professionals that are among the most highly recognized leaders in the industry—drawing upon proven capital resources combined with a think-tank of transactional expertise to better serve the many business investment needs of middle market companies worldwide. Alliance Members represent corporate and institutional sellers and buyers of businesses ranging broadly from $5 million to $500 million in transaction value. These essential corporate financial advisory and transaction services include investment banking, accounting, finance, valuation, tax, law, and due diligence. https://www.ifpg.org/

     

     

    Business Brokers of Florida is a non profit association made up of the leading business brokerage companies and agents throughout the state of Florida. It is the largest state business broker association in the country, and the second largest association of business brokers in the world.

    In addition to business brokers other , members of the association include leading attorneys specializing in business closings, accountants, financial planners, appraisers and various financial institutions specializing in business loans. http://bbfmls.com

     

     

    Many of the founding brokers are still active in the business and in TABB. They all say that TABB has had a positive influence on the way they do business and our organization is a key reason why they have been successful in business brokerage. Other business brokerage associations owe their existence to TABB and still look for guidance from the ongoing initiatives produced by TABB and its membership.

    …TABB also has listings for banks, CPAs, attorneys specializing in the buying and selling of businesses, and other industry professionals.  If you’re a business broker in Texas, consider joining today to take full advantage of our extensive resource list and get your name in front of people actively looking for your services. https://tabb.org/

     

    ENTRUST YOUR TRANSACTIONS TO PROFESSIONALS THAT HAVE EARNED
    THE HIGHEST CREDENTIALS IN THEIR INDUSTRY!