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We consciously have established Strategic Partnerships and associations with the following groups and individuals as part of Creating Success for CDI Clients:

  • Aronson & Company
  • Mid-Atlantic Venture Capital Association, selected members
  • Member: Association for Corporate Growth
  • Member: The Institute of Business Appraisers
  • Member: Society of Business Analysts
  • Member: M&A Source
  • Member: International Business Brokers Association
  • Member: International Committee, IBBA
  • National Affiliate: National Machinery and Equipment Institute
  • Lenders: Conventional and Non-Conventional
  • PEG’s and PIG’s: Private Equity Groups and Private Investment Groups
  • SBA: Small Business Agency
  • SBIC’s: Small Business Investment Companies
  • ESOP Firms: Firms that work with us when our Client wants to acquire a business or company by using an Employee Stock Ownership Plan.

Professionals in The CDI Group hold the following M&A, Appraisal & Valuation Certifications and State Licenses:

  • Certified: (SBA) Society of Business Analysts – Company and Business Appraisals and Valuations
  • Certified: (CMEA) Machinery and Equipment Appraisals
  • Certified: (CBI) Certified Business Intermediary
  • Certified: (BTS) Business Transfer Specialists
  • Certified: (FRC) Financial Recasting Consultant
  • Licensed: Property Appraisers (Real Estate and Building) We have Strategic Partnerships with one or more Licensed Property Appraisers and Brokers in every State in the United States.
  • Licensed: Commonwealth of Virginia Licensed Commercial “Real Estate Sales Person”
  • Licensed: We have Strategic Partnerships with one or more Licensed Commercial Real Estate Brokers in every State in the United States.

Click here if you would like to discuss our Strategic Partner program, or discuss the possibility of becoming a CDI Strategic Partner, or call 703-754-8829.

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