Career-Grade Credential

Become a Concord Certified Advisor

The 14-module CCA 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 modulesVerifiable certificatesDeal simulator + AI coachingCCA title ladder

Coming soon

CCA enrollment is not open yet

The Concord Certified Advisor program is in final review. We’re validating the module content and finalizing the required disclosures before opening enrollment. Pricing and sign-up will be published here once that review is complete.

The full curriculum

Every module: lessons → quiz → certificate. Finish all 14 and earn the full program credential.

The Business Intermediary Profession

The broker’s role, ethics, fiduciary duty, and the deal lifecycle at a glance.

Business Valuation Science

SDE, EBITDA, multiples, triangulation, and defensible pricing methods.

Financial Recasting & Normalization

Owner bookkeeping → broker-grade financials with justified add-backs.

The Deal Lifecycle

The ten gates of a transaction, pipeline KPIs, and where deals actually die.

Listing Acquisition & Seller Qualification

Where great listings come from and how to qualify a seller.

Confidentiality & Buyer Qualification

The NDA-first rule, the three-axis buyer screen, and managing confidentiality.

CIM, BOV & Teaser Writing

Teasers, memorandums, and storytelling with numbers that sell.

Buyer Sourcing & Deal Marketing

Multi-channel buyer engines, syndication, and re-engagement.

Due Diligence & Deal Structuring

The diligence window, LOI → purchase agreement, and structure options.

SBA & Deal Financing

SBA 7(a) mechanics, DSCR, lender qualification, and bankability.

Negotiation & Closing

Price, terms, and timeline — driving to a signed, funded close.

Practice & Growth

Branding, referrals, reviews, and running your practice on the platform.

Code of Ethics & Professional Conduct

Honesty, fiduciary duty, confidentiality, and fair dealing.

Brand Awareness & Business Development

Building your book, your reputation, and staying top of mind.

The Concord Certified Advisor program

Enrollment opens once the module content review and disclosures are finalized. In the meantime, browse the broker directory or the marketplace.

See Concord Certified Advisors Browse businesses

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