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The Certified Business Intermediary® (CBI®) and Merger & Acquisition Master Intermediary (M&AMI) designations set the industry standards within the intermediary community, and provide assurance of professionalism to clients and other key advisors. The requirements to achieve such coveted designations better prepare those who hold them and offer confidence to others that skills necessary to achieve success in the marketplace are there. Obtaining the CBI and M&AMI designations speaks volumes about an individual's knowledge and expertise.

The CBI and M&AMI are awarded to IBBA members who have satisfied the educational requirements and conform to the ethical standards of the association. The CBI designation is held by only 593 active members, while the M&A Source M&AMI certification is held by an elite group of seasoned intermediaries who serve the middle market client. Currently, there are 90 active M&AMIs who have met the specific requirements and attained this high level of education, transactional experience and professional skills.

A CBI is an experienced, proven professional whose claim of competence is supported and documented. With the proven skills necessary to handle the marketing, negotiations and complex details involved, a CBI can successfully complete the purchase or sale of your business.

A CBI has these distinctive credentials:

  • A higher level of education and training
  • Professional affiliation with hundreds of other intermediaries on the national and international levels
  • The most current industry information with respect to taxes, investment, legislation and economy


Machinery appraisals and equipment appraisals by industry professionals. Certified Machinery and Equipment Appraisers (CMEA) deliver USPAP (Uniform Standards of Professional Appraisal Practices) compliant defensible, irrefutable and substantiated machinery and equipment appraisals to business owners, bankers, CPAs, attorneys, lenders, appraisers, adjusters and others. When it comes to your business, at some point in time, you will need to value the business itself, and/or appraise the assets of the business such as the capital machinery and equipment involved with the business.