The CBI Team has worked with hundreds of CPAs across the Mid-South, helping business owners sell their businesses following the proprietary CBI process. The CBI process is modeled on the Mayo Clinic Medical Diagnosis process and is designed to help business owners successfully plan the exit of their business on their terms. CPAs are vital to this process as updated and current financial information as well as tax considerations are required throughout the process, creating more billable hours for CPAs. In addition, when CBI Team works on a business sale, we encourage the buyer to retain the seller’s CPA for continuity purposes.

               To better understand the needs of the CPA community, CBI is asking that you take 5 minutes and complete this survey.

All participants will be entered into a drawing for a $100 Visa card.

CBI also would like to introduce you and your staff to the CBI process by providing a Lunch & Learn at your office at your convenience. Please fill out the form at the bottom of this page and you will be contacted to set the date and time.


Value Builder is a tool CPAs can provide to clients who are thinking about exiting their business in the next 2-3 years. It provides an assessment of the business as it relates to similar businesses across the USA. CBI provides the report to our CPA partners at no charge or obligation. Once the assessment is complete, CBI will share the results with you, our valued partners, for your evaluation. At your discretion CBI can then provide your clients with a road map to a successful exit with mile markers along the way. This will create more billable hours for your firm as the clients prepare for their exit. All information is kept confidential.


The CBI Team has also created a Business Survival Kit to be provided to your clients with your firm featured as the sponsor. The kit helps business owners prepare their business for their exit, whether planned or unplanned by providing a step-by-step guide which will build your client goodwill and provide the opportunity create billable hours as the business owners’ prepare for the survival of the business. Fill out the form below for more information on this invaluable tool that allows the business to survive so you can keep your client.

Lunch & Learn form

Lunch is on CBI and we’ll help you and your Team Learn why the CBI process is the best way to help your business clients prepare and execute the sale of their business. Fill out the form and we’ll contact you for a date for a Lunch & Learn at your office or a nearby location if that’s better.