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

MAUS Business Systems Software & Training

MAUS Business Systems is a leading provider of advisory tools and advisory software.

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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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Australian Institute of business Brokers

The Australian Institute of Business Brokers is the leading body providing advice and training to Business Brokers

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Institute Approved or Accredited Training Courses

Accredited Training Courses

Business Advisor Certification (BAC) Course:
This is a 6 week online course, plus a one day face to face program. 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 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

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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Australian Meetings

EPI & the Institute of Advisors share local chapter events and education

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

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.