Credentialing® is our patent pending process for helping first-time business buyers.  This program allows them to gain access to the information, tools and professionals that will assist them in becoming a more capable and successful business buyer and owner.  Most individual business buyers have never bought a business.  Our experience is that the knowledge gap buyers experience can prevent them from making well informed decisions with confidence.  These crucial decisions will affect their probabilities of success for years to come.   A poorly executed business acquisition can be a terminal mistake.


The Credentialing® program consists of four parts:

  1. BulletAn online psychological assessment using a validated instrument in order to determine personality traits and thinking style with a comparison to a known entrepreneurial profile

  2. Business ValuationSix hours of online training with complimentary attendance at the next scheduled live session of the ‘How to Buy a Business Seminar’

  3. Investment Banking ServicesA two hour, one-on-one session with a senior broker to:

  4. Review the buyer’s assessment results

  5. Review of the buyer’s educational, professional and financial background and capabilities

  6. Discuss potential fit as an entrepreneur and suggest a range of potential acquisition targets well suited to the particular candidate

  7. Provide guidance and coaching to enhance success as a future business owner

  8. Business ValuationIntroductions to merger & acquisition professionals in the fields of banking, law and due diligence accounting

  9. HomeSBA 7a financing pre-approval for qualified candidates


While many of the individuals that have gone through Credentialing® are now business owners, many have opted out of entrepreneurship.  We do not encourage anyone into entrepreneurship, but rather attempt to help them make informed decisions. 
Credentialing®


To get started, we need you to complete the following:

  1. Business BrokerageSubmit your financial information using our encrypted online form.  Click here.

  2. Current EngagementsSubmit your resume via email to info@BrokerChicago.com

  3. Deal SourcingUse the ‘Buy Now’ button to the right to process the fee for the service using Google Checkout’s secure service.  Our company never receives your payment details.


Once we have received your payment, a member of our staff will contact you to initiate access to the online psych assessment which is administered by an outside firm.  The test takes approximately 75-90 minutes and can be taken anytime.  We receive the results electronically upon completion.  Once we have your assessment results, financial disclosure form and resume, a member of our staff will again contact you to schedule your Credentialing® session at our Chicago Board of Trade office.

 
Investment Banking Services
Credentialing®
Business Brokerage
Business Valuation
HomeDeal_Sourcing.html
Current EngagementsDeal_Sourcing.html
Strategic AdvisoryCredentialing.html
Investment Banking ServicesCredentialing.html
Recent DealsBusiness_Valuation.html
Exit PlanningExit_Planning.html
Business Brokerage
HomeStrategic_Advisory.html
Current EngagementsInvestment_Banking.html
MediaExit_Planning.html
Our TeamBusiness_Brokerage.html
Links
EventsIndex.html
Recent DealsCurrent_Engagements.html
News & Announcements
Contact UsManagement.html
MediaLinks.html
Employment OpportunitiesEvents.html
Merchant BankingRecent_Deals.html
Contact.html
Media.html
Employment_Opportunities.html
Merchant_Banking.html
Merchant_Banking.html
Management.html
Recent_Deals.html
Press & AnnouncementsMedia.html
Links.html
Events.html
Press & AnnouncementsStrategic_Advisory.html
Business_Brokerage.html
Investment_Banking.html
Exit_Planning.html
Press & AnnouncementsPress.html
Press.html

Seminar Attendee Testimonial

Buyer Client Testimonial

Are you getting on the right bus?

Presented by Dr. Craig McCall