CBI Main Street
Certified Business Intermediary
IBBA — International Business Brokers Association
Requirements
- 68 hours of approved IBBA core education
- ≈3 years brokerage experience (or equivalent)
- 4-hour proctored exam
- 3 completed transactions before it's awarded
- 48 CE hours / 3 yrs to recertify
Best for: The recognised Main Street credential. Strongest signal if you sell businesses under ~$5M.
CM&AA Lower-Mid Market
Certified Merger & Acquisition Advisor
AM&AA — Alliance of M&A Advisors
Requirements
- 2 years of M&A experience to enroll
- 10-module program (valuation, QoE, LBO, due diligence, deal structuring, tax, financing, integration)
- Final exam
Best for: For lower-middle-market ($5M–$100M) advisory. Heavy on financial modelling and deal structuring.
M&AMI Lower-Mid Market
Merger & Acquisition Master Intermediary
M&A Source
Requirements
- 3+ years full-time brokerage
- Proof of 3 closings ≥ $5M
- Hold CBI + 20 M&A Source credit hours (or 40 for non-CBI / CM&AP)
Best for: Top-tier master designation. Earn it after you have real $5M+ deal flow.
CM&AP Entry
Certified Mergers & Acquisitions Professional
M&A Source / Coles College
Requirements
- Complete the CM&AP coursework
- No prior-experience gate — an on-ramp to M&A work
Best for: A good entry path into M&A if you don't yet qualify for CBI or CM&AA.
CEPA Exit Planning
Certified Exit Planning Advisor
EPI — Exit Planning Institute
Requirements
- Attend the 5-day executive program
- Pass the exam
- Annual EPI membership to maintain
Best for: Differentiator: positions you as the owner's exit quarterback and opens CPA/wealth-manager referrals.
CMAS Lower-Mid Market
Certified M&A Specialist
AM&AA
Requirements
- 100 "experience credits" weighted by deal size/complexity
- Lifetime credential — no annual renewal
Best for: Recognises a real closed-deal track record. No ongoing renewal.
ABI Entry
Accredited Business Intermediary
ABBA — American Business Brokers Association
Requirements
- Complete ABBA coursework
- Pass the exam
- Lighter requirements than CBI
Best for: A faster, cheaper first credential if you want letters after your name early.