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Career-Grade Credential
Become a Certified Business Intermediary
The 14-module CBI program turns you into a complete business-brokerage professional — valuation science, financial recasting, confidentiality, deal structuring, SBA financing, negotiation, and closing — with verifiable certificates and a public credential buyers and sellers trust.
🎓 14 modules🔎 Verifiable certificates🎮 Deal simulator + AI coaching🏆 CBI title ladder
Choose your path
One-time enrollment. No monthly fee. Your certificates are yours for life (annual re-certification optional).
Self-Study
Everything, at your pace
$497one-time
- ✓ All 14 CBI modules + lessons + quizzes
- ✓ Deal Simulator + AI-graded recast exercises
- ✓ AI Tutor on every lesson
- ✓ Module certificates + full program certificate
- ✓ Gamified XP, streaks & CBI title ladder
- ✓ CBI Certified public badge (on completion)
MOST POPULAR
Mentored
Fastest path to certified
$997one-time
- ✓ Everything in Self-Study
- ✓ AI Roleplay negotiation practice
- ✓ Priority AI grading + coaching feedback
- ✓ Quarterly live group Q&A with senior intermediaries
- ✓ Resume-ready CBI credential package
- ✓ Priority placement in the public certified directory
The full curriculum
Every module: lessons → quiz → certificate. Finish all 14 and earn the full program credential.
📘
Introduction to Business Brokerage
The broker role, deal lifecycle, ethics, and legal basics.
💰
Business Valuation Fundamentals
SDE, EBITDA, multiples, adjustments, defensible pricing.
🔍
Sourcing & Qualifying Listings
Finding sellable businesses and qualifying sellers.
📊
P&L Recasting & Normalization
Owner bookkeeping → broker-grade financials with add-backs.
📑
Building the CIM & BOV
Memorandums and overviews that actually sell.
🤝
Buyer Sourcing & Confidentiality
NDAs, qualification, and managing confidentiality.
⚖️
Due Diligence & Deal Structuring
LOIs, purchase agreements, and structure options.
🏦
SBA & Deal Financing
SBA 7(a) mechanics, lender qualification, bankability.
✍️
Negotiation & Closing
Price, terms, timeline — driving to closing.
📣
Marketing & Selling Your Services
Listing marketing, lead gen, branding.
🎮
Deal Simulator & AI Roleplay
Practice recasting, valuation, and negotiation with AI grading.
⚖️
Ethics & Professional Conduct
Fiduciary duties, disclosure, and the Code of Ethics.
📈
Brand Awareness & Business Development
Building your book and your reputation.
Start your CBI certification today
Create your free account, enroll, and begin Module 1 — your first lesson takes less than 15 minutes.