FAMILY OFFICE EXCHANGE (FOX)
The Family Office Exchange aims to provide private wealth owners, family office executives and wealth advisors a confidential, objective source of research, education and advice within a unique community of peers. FOX has an unmatched network of wealth owners and advisors, a broad archive of resources (strategic research, benchmarks, best practice articles and whitepapers), and over 100 years of first-hand advisory experience. The organization serves 550 members in 22 countries worldwide, over 340 families with multi-generational wealth and their offices. In addition, FOX serves nearly 200 MFO’s and advisory firms specializing in investment advisory, wealth advisory and family advisory services.
BUSINESS GROWTH ALLIANCE
Business Growth Alliance, LLC (BGA) believes that family-owned and closely held middle market businesses are materially important contributors to the betterment of regional economies and the social fabric within communities. BGA has carefully selected and organized an Affiliate Network of seasoned, professional services firms, which are dedicated to providing growth advisory and investment banking services to middle market and family-owned companies and their principals. BGA Members collaborate to provide services which address the strategic growth, capital, liquidity, and governance needs of such businesses and their owners.
BUSINESS ENTERPRISE INSTITUTE
Business Enterprise Institute, Inc. is the premier provider of education and information to successful business owners. As the creator of The Seven Step Exit Planning Process™, they show you how to successfully embark upon the Exit Planning Process and achieve your Exit Objectives. ExitPlanning.com gives you the information you need to begin planning your exit and, most importantly, whom to contact for help.
ALLIANCE OF MERGER AND ADVISORS
The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere international organization serving the educational and resource needs of the M&A profession. Its 500+ members are M&A professionals providing intermediary and transaction support services. Most of the members have a CPA, MBA, JD or similar advanced education or an equivalent certification.
AM&AA members represent sellers and buyers of businesses ranging from $5 to $150 million in transaction value. Their services are seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory, and many other transaction services.
ASSOCIATION FOR CORPORATE GROWTH
Founded in 1954, the Association for Corporate Growth, Inc. is the premier global association for professionals involved in corporate growth, corporate development, and mergers and acquisitions. Today ACG stands at 11,000 members from corporations, private equity, finance, and professional service firms representing Fortune 500, Fortune1000, FTSE 100, and mid-market companies in 53 chapters in North America and Europe. Leaders in corporations, private equity, finance, and professional service firms focused on building value in their organizations belong to ACG. They recognize the multiple benefits of networking within an influential community of executives growing public and private companies worldwide.
NATIONAL ASSOCIATION OF CERTIFIED VALUATION ANALYSTS
The National Association of Certified Valuation Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.
The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees over 5,000 brokerage firms, about 172,000 branch offices and more than 674,000 registered securities representatives.