Associates & Resources

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Member of M&A Source

The M&A Source is the world's largest international organization of experienced and dedicated merger and acquisition intermediaries representing the lower middle market. Membership allows an intermediary to learn more about the profession, improve on key skills, and become more valuable to clients. Through networking, learning, mentoring, and improvement opportunities, the M&A Source is dedicated to being the bridge to success for M&A intermediaries across the country. For more information, visit

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Merger and Acquisition Master Intermediary -- M&AMI

Accreditation is awarded for completion of a higher level of educational requirements -- continued multiple million dollar transactions completed each year -- adherence to the IBBA Code of Ethics. 


Member of International Business Brokers Association

Formed in 1983, the International Business Brokers Association® is the largest international non-profit association operating exclusively for the benefit of people and firms engaged in the various aspects of a business brokerage and mergers and acquisitions. Today, the IBBA has more than 1,300 cooperative business brokers and intermediaries across North America, Asia, Europe and Australia. For more information, visit

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Certified Business Intermediary -- CBI

Accreditation awarded by the IBBA for completion of continued educational requirements and qualifying examination, adherence to the IBBA Code of Ethics demanding we represent all clients in a professional manner. 



Managing Broker -- Lic No. 73791 & 9978