What We Do


Ability to connect with more than 1,000 private business owners, investors, and advisors focused on maximizing value for private business owners world-wide! Be perceived with capabilities far beyond that of one individual or company.

Technical Expertise

Educational workshops and national conferences provide members with innovative solutions to the many challenges of the M&A business. Creative ways to structure M&A and Corporate Finance transactions as well as information on recent tax law changes are regular topics of these meetings.

Professional Development

Our peer-to-peer professional network is the result of our freely shared collective experience. These real-life transaction lessons can mean the critical difference between success and failure. Alliance members learn from the successes and mistakes of all others.


Is Certification for You?

In their 2016 New England Summit, the Exit Planning Exchange invited panel members representing organizations that offer major certification for advisors that work with private companies. Their discussion topics included:

Why should you consider certification?
- How do the programs work?
- What are the benefits to your business?
- Will your client care?

Educate professionals such as CPAs, attorneys, wealth managers, M&A advisors, etc. Educate owners of midmarket companies on the importance of exit planning, getting their companies market-ready, etc. Educate solution providers on the needs of the midmarket companies and professionals and how to create better solutions for this critical segment of the global business world. Educate everyone else on the important role of the midmarket in the world economy. Read More

Across the globe, leadership experts share messages to expand their skill sets, leverage their network, broaden scope, and stay current on the industry.

It is clear that to thrive in our ever-changing business environment, you must take an active role in acquiring the right skills sets and knowledge that set you apart.

In the Middle Market space, the Alliance of M&A Advisors addresses these areas through the Certified M&A Advisors (CM&AA) Credentialing Program. The CM&AA designation serves to distinguish those individuals who have mastered a comprehensive body of essential knowledge, have committed to staying abreast of continuing developments, and follow a high standard of ethics and professionalism.

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