The Institute has selected partners that it feels offer high quality products, services and training to our Accountants, Bookkeepers and Business Coach members

Australian Institute of Management

AIM offers a wide range of services, including training programs, workshops, seminars, and qualifications designed to enhance the skills and knowledge of managers and leaders at all levels.

The Exit Planning Institute (USA)

The Exit Planning Institute is one of the premier bodies around the world. They offer a 4 day CEPA training course

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Woodard Institute (USA)

The Institute has partnered with the Woodard Institute to service the bookkepers and accountants in the USA with the certification courses and chapter meetings.

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Microsoft Office 365

Office 365 is a subscription based productivity toolset that includes, word, excel, powerpoint and other apps

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Institute Approved or Accredited Training Courses

Accredited Training Courses

Business Advisor Certification (CPBA) Course:
This is an online course self paced course. It includes access to software and tools to implement in the practice. It helps Business Advisors understand their role as an Advisor, how to get started, engage and build a successful practice. It includes a credential and use of the Accredited Advisor logo. It includes a credential and use of the Certified Advisory logo.
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Recommended Training Courses

4 Day Certified Exit Planning Advisor (CEPA)
This is a great certification in Exit & Succession planning.
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Certified Practicing Business Broker
See their website for details
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Business Broker Education & Seminars
See their website for details
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Local Chapter Meetings

Local Chapter Education
See our Events page for a full list of activities and events
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Recommended Licensee Program

Become a Consultant – Licensee Program:
MAUS Business Systems offers their partner program that includes 6 days face to face training, monthly mentoring, marketing and software.

You will become a trained licensee of the leading “Your Business Success” methodology. A simple 7 step program to help your clients succeed.

The Partner program is designed to fast track your practice’s success with a full suite of access to advisory tools and advisory software that have been developed over the last 30 years and implemented with over 60,000 SME’s and 10,000 advisors.

MAUS ValueMax Certified Advisor Course:
ValueMax is a simple 7 step process designed to automate and systemize Exit & Succession Planning services for business advisors to run with their clients.

This course is designed to support the ValueMax methodology and ValueMax Exit Plannign Software that is developed by MAUS Business Systems. The course can be purchased as a stand alone training program or combines with a package of software

Institute Recommended Software

MAUS ValueMax – Exit Planning Software
Exit & Succession planning software developed by market leaders
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MAUS MasterPlan Lean Software
Software to systemise & create stunning business and marketing plans for clients
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MAUS Client Needs Analysis Software
Includes software to engage prospects and clients to win new work
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MAUS KPI Dashboard
Software to help create a recurring engagement with your clients and unlock recurring revenue
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XERO Accounting Software
Cloud based accounting software
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QuickBooks Accounting Software
Cloud based accounting software
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Learn more about the Institute


Download the training course outline & sample free 21 step consultancy program

Our Vision

The Institute aims to empower professional Business Advisors around the world through certification and professional benchmarks & standards.The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Advisor should follow.

Our Purpose

The Institutes helps accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice. The Institute delivers standards, processes and will recommend practical tools designed to advance the Business Advisory profession.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.