Empowering professional business
advisors around the world

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

By Organisation

MAUS Business Systems Software & Training

MAUS Business Systems is a leading software publisher & training provider.

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

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.

Australian Institute of Business Brokers

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

Institute Approved or Accredited Training Courses

Accredited Training Courses

  • Certified Business Advisor (CBA ) 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 also includes software, tools and resources. It includes a face to face workshop or live webinars depending on the geographic region.

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.
  • MAUS ValueMax Certified Advisor course:
    This course is designed to support the ValueMax methodology and ValueMax exit planning software that is developed by MAUS Business Systems. www.maus.com.au. The course can be purchased as a stand alone or combined with a package of software.

Recommended Training Courses

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

Local Chapter Meetings

  • Local Chapter Education
    See our partners websites for a full list of activities.

Australian Meetings

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

Institute Recommended Software

  • MAUS ValueMax- Exit Planning Software
    MAUS Exit & Succession planning software
  • MAUS Business Advisory Software
    MAUS Includes KPI Dashboard, VCFO, & Milestones
  • MAUS Client Needs Analysis Software Includes software to engage prospects and clients and win new work​
  • XERO Accounting Software
    Cloud based accounting software
  • QUICKBOOKS Accounting Software
    Cloud based accounting software