Rosner Earns CBI Certification

Published 17 Jan 2008 by Debbie Steinkohl

FOR IMMEDIATE RELEASE January 17, 2008
Newtown, Pennsylvania, Susan Rosner, an intermediary and Managing Partner with Calder Associates, has received the prestigious International Business Broker Association’s “Certified Business Intermediary” (CBI) designation.

To qualify for the certification, Rosner had to:
• Successfully complete a regimen of specialized education courses. Courses included ethics, financial analysis, business pricing and valuation, legal and tax classes.
• Pass a certification exam covering detail aspects of ethics, tax law, government lending, financial analysis, business valuation, and Business Pricing and negotiations.
• Agree to follow the IBBA’s Code of Ethics and submit personal references.

In addition, Rosner will be required to participate in continuing professional development activities.

“It is an achievement to receive the certification,” said Pat Appelhans, President of IBBA. “It signifies that Rosner is an accomplished business intermediary who will provide her clients with the highest standards of professional service.”

Rosner is one of a few intermediaries in Pennsylvania to hold the CBI designation. “I am honored to be one of a small number of intermediaries who hold this certification,” said Rosner. “It assures my clients that they are dealing with a professional who is knowledgeable about business sales and has their best interests in mind. In keeping with Calder’s approach to personalized services, the certification further exemplifies our continuing dedication to providing the ultimate in exit planning and business transfer services to our clients.”

Rosner is the Managing Partner of Calder Associates’ Pennsylvania Division, located in Newtown, PA. With over 30 years of experience as a management consultant, corporate executive and business coach, Rosner has worked with hundreds of business owners assisting them with exit strategies, operational issues, and business transfers. Rosner also works with corporate buyers to assist in targeted acquisitions across the USA and Canada. Rosner is a board member of the Lower Buck Chamber of Commerce.

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About Calder Associates: Calder Associates is a middle-market Mergers and Acquisition firm servicing the New Jersey, Pennsylvania, and Delaware marketplace. With corporate headquarters in Tinton Falls, NJ, Calder also has additional NJ offices in Atlantic City, Morristown, and Englishtown, as well additional Pennsylvania offices in Philadelphia and the Lehigh Valley. With a unique approach to client services, Calder has grown into one of the pre-eminent M&A firms in the Atlantic region, and has one of the highest levels of certified professional on staff. For more information, go to www.calderassociates.com.

About IBBA: Formed in 1983, the International Business Brokers Association is the largest international non-profit association operating exclusively for the benefit of people and firms engaged in the various aspects of a business brokerage and mergers and acquisitions. Today, the IBBA has more than 1,900 cooperative business brokers and intermediaries across Canada, Mexico, Asia, Europe, Australia, New Zealand and the United States. For more information, go to: www.ibba.org