Advanced Business Consultant

What Advanced Business Consultant does

Consultants' Training Institute (CTI) is a private professional training organization founded in 1991 that provides practitioner-focused certification programs and continuing professional education (CPE) to CPAs and financial consulting professionals. The institute delivers the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) credentials in conjunction with the National Association of Certified Valuators and Analysts (NACVA), targeting financial professionals who serve business owners preparing for sale, mergers and acquisitions, exit planning, estate planning, shareholder disputes, and litigation support engagements. Demand drivers cited include the wave of retiring baby boomer business owners and the rising incidence of financial crimes, bankruptcies, and restructurings requiring forensic expertise.

CTI's product portfolio spans the CVA and MAFF credentials, the Business Valuation Certification and Training Center (BVTC) — taught in over 10 countries — the Foundations of Financial Forensics Training Center, and multiple specialized programs such as the Financial Litigation Expert Boot Camp, Litigation Report Writing Workshop, Storytelling for Expert Witnesses, and a set of Certificate of Educational Achievement (CEA) courses covering healthcare valuation, cannabis enterprise valuation, financial litigation clinics, and related specialties. The underlying delivery platform supports virtual credentialing programs (which now substitute for the prior in-person attendance requirement), live virtual courses (nearly 300 produced annually since CTI pioneered online education in 2007), and an on-demand CPE portal housing archived recorded courses. Trademarked assets include the Consultants' Training Institute, Around the Valuation World series, KeyValueData, CVA, and MAFF designations.

CTI monetizes through fee-based certification and training programs (one-time license style payments for credentialing tracks) supplemented by subscription/recurring CPE revenue via the On-Demand portal. Distribution is hybrid: direct-to-professional sales through the website and a toll-free Member/Client Services line, alongside inside-sales and event presence at NACVA conferences. Pricing is not publicly disclosed; early-registration discounts and an Ultimate Training Pass / Ultimate Membership bundle indicate tiered monetization. The company is privately held with no disclosed funding rounds, no parent company, and operates with approximately 12 employees from its Sandy, Utah headquarters, serving a worldwide professional audience.

Name

Advanced Business Consultant

Legal name

Consultants' Training Institute

Website

https://thecti.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Consultants' Training Institute (CTI), founded in 1991, delivers CVA and MAFF certification training and continuing professional education to CPAs and financial consultants in business valuation and financial forensics via in-person, virtual, and on-demand channels, in partnership with NACVA.

Ownership category

akta.pro rank

Product category

Professional Certification and Continuing Education

NAICS

Colleges, Universities, and Professional Schools (61131)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

akta.pro secondary industries

Finance, Accounting & Risk (CFA/CPA/FRM) Certifications (EDAAANAD), Accounting & Finance Certification Prep (CPA, CMA, CFA, FRM) (EDANAIAD)

Keywords

• Professional certification training
• Business valuation education
• Financial forensics training
• Continuing professional education
• Credentialing programs

Headquarters

HQ city

Sandy

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Professional Certification Training: Fee-based certification and training programs for credentials including CVA, MAFF, and various specialized financial consulting certifications. Programs available as virtual courses, in-person training, and on-demand CPE.
2. CPE Credits and Continuing Education: Continuing professional education courses that qualify for CPE credit, offered through virtual courses and on-demand portal for ongoing professional development.

Go-to-market motion3 records

Distribution channels5 records

Marketing channels5 records

Core offering

CTI delivers practitioner-focused professional certification and continuing education programs in business valuation and financial forensics for CPAs and financial service professionals. Its core offerings are the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) credentialing programs, delivered through in-person and virtual training plus an on-demand CPE portal of nearly 300 archived courses per year.

Product overview

CTI offers a comprehensive portfolio of professional certification programs and continuing education in business valuation, financial litigation, and business consulting. The core offerings include the CVA (Certified Valuation Analyst) and MAFF (Master Analyst in Financial Forensics) credentials, complemented by the Business Valuation Certification and Training Center and the Foundations of Financial Forensics Training Center. These are delivered through multiple channels: in-person training at locations worldwide, Virtual Credentialing Programs, Virtual Courses (approximately 300 per year), and CPE On-Demand self-paced learning. The CEA (Certificate of Educational Achievement) program provides recognition for completion of select continuing education courses across various specialty areas including healthcare valuation and cannabis enterprise valuation.

Differentiator

Problem solved

Functional benefit

Products and services

• Certified Valuation Analyst (CVA) Credential The world's premiere valuation credential and the only valuation credential accredited by both NCCA and ANAB, designed for CPAs and financial professionals providing business valuation services.
• Master Analyst in Financial Forensics (MAFF) Credential The only financial forensics credential accredited by NCCA, designed for financial professionals providing financial forensics and litigation support services.
• Business Valuation Certification and Training Center (BVTC) The most comprehensive foundational training program teaching the international body of knowledge on valuing private business enterprises, taught in over 10 countries.
• Foundations of Financial Forensics Training Center Professional training covering professional responsibilities, legal underpinnings, methodologies, approaches for calculating damages, and financial investigative techniques for the financial forensics profession.
• Financial Litigation Expert Boot Camp Expert witness skills development workshop for financial forensics practitioners and litigation attorneys.
• Litigation Report Writing Workshop Training workshop helping practitioners learn effective approaches to writing expert damages reports for litigation matters.
• Storytelling for Expert Witnesses and Attorneys Workshop on storytelling skills for expert witnesses and attorneys presenting in litigation matters.
• CPE On-Demand Continuing Professional Education available on-demand through an online portal, covering the full spectrum of business valuation and financial forensics and qualifying for CPE credit.
• Virtual Courses Nearly 300 live virtual courses per year covering business valuation, financial forensics, exit planning, M&A, and healthcare specialties, available with CPE credit.
• Virtual Credentialing Programs Online training programs for CVA and MAFF credentials enabling professionals to take the recommended credentialing training virtually instead of in person.
• Around the Valuation World (Virtual Course Series) Trademarked virtual course series and online resource/community for valuation professionals covering business valuation topics.
• Certificate of Educational Achievement (CEA) Training Certificates of Educational Achievement awarded for select continuing education courses upon successful completion of content-based quizzes.
• Essentials of Business Valuations Foundational CEA-eligible course covering essential concepts in business valuations.
• Essentials of Financial Litigation Foundational CEA-eligible course covering essential concepts in financial litigation.
• Financial Litigation Clinics Specialty CEA-eligible clinics covering Bankruptcy, Intellectual Property Damages, Business Interruptions, Fraud Investigations, Cybersecurity, and related areas.

Quantifiable outcome

• Transformed careers and practices for thousands of financial consulting professionals worldwide since 1991
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• NACVA (National Association of Certified Valuators and Analysts)coreStrategic or Co-development PartnerCTI works in conjunction with NACVA to provide the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) credentials. NACVA is the parent organization providing certification oversight, accreditation, and professional standards for the training programs delivered by CTI.
• NASBA (National Association of State Boards of Accountancy)coreStrategic or Co-development PartnerCTI is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. NASBA provides regulatory oversight for CPE credit acceptance by state boards of accountancy.
• NCCA (National Commission for Certifying Agencies)OthersNCCA provides accreditation for NACVA's CVA and MAFF credentials, validating the quality and standards of CTI's certification training programs.
• ANAB (ANSI National Accreditation Board)OthersANAB provides accreditation for the CVA credential, ensuring the certification meets ANSI standards for professional credentialing.

Scale indicators4 records

Direct peers

• CPE Link: Online CPE provider for accountants, enrolled agents, and tax professionals with a self-paced portal. Directly comparable to CTI's CPE On-Demand model focused on high-volume, self-service CPE for licensed professionals.
• Lorman Education Services: Continuing professional education provider offering on-demand and live courses for accountants, attorneys, and other professionals. Similar CPE delivery model and target audience to CTI's CPE On-Demand portal.
• Surgent CPA Review: Major provider of CPA exam review and CPE courses for accounting professionals. Comparable to CTI's CVA/MAFF credentialing model in terms of delivering accredited, self-paced and live professional certification training to CPAs.
• Roger CPA Review: Online CPA exam review and CPE provider with self-paced delivery model. Comparable to CTI in offering credentialed, on-demand continuing education and certification prep to the CPA segment.
• Kaplan Financial Education: Provider of licensing exam prep and continuing education for financial professionals (CFP, securities, insurance, CPA). Closely comparable in horizontal 'professional certification + CPE' GTM serving regulated financial occupations.
• Becker Professional Education: One of the largest U.S. providers of CPA and financial professional exam prep and CPE. Direct competitor in delivering accredited certification prep and continuing education to the same CPA and financial professional audience that CTI targets.

Broad incumbents

• Wolters Kluwer Tax & Accounting: Large incumbent vendor of tax, audit, and accounting software that also offers professional education and CPE. Adjacent/overlapping as a vertically integrated professional-services education provider serving the CPA and valuation community.
• AICPA (American Institute of CPAs): The largest U.S. professional body for CPAs and a major provider of CPE, credentialing, and learning content. Represents the broad incumbent in accounting CPE that CTI competes alongside for member CPE spend.
• Thomson Reuters (Tax & Accounting Practice): Major incumbent providing tax, audit, and accounting software with embedded CPE and learning content for CPAs. Comparable as a large-scale professional education and credentialing ecosystem for the same buyer segment.

Regional players

• American College of Financial Services: U.S.-based accredited institution offering financial-services professional designations (CFP, CLU, ChFC) and continuing education. Compares to CTI as a credentialing-focused professional education provider in adjacent financial-services verticals.

Market position

Strengths5 records

Weaknesses5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/advanced-business-consultant

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advanced Business Consultant