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已验证 September 2026
专业行业协会
已验证 September 2026 AM&AA
Middle-market M&A advisers: investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers
家族企业组织
Family Business Association
Owners, family members, emerging-generation members and non-family executives of Australian and New Zealand family businesses, family enterprises and family offices, plus the…
记录所示内容
- Maximum age at joining: AM&AA: Young Professional membership is limited to those aged 35 and under in the early stages of an M&A career; Family Business Association: No published maximum age at joining.
- Accredited-investor status: AM&AA: No published accredited-investor status; Family Business Association: Advisor members (accountants, lawyers, financial planners and consultants) complete an accreditation course to become an FBA Accredited Advisor.
- Geographic restriction: AM&AA: No published geographic restriction; Family Business Association: Australia and New Zealand.
- Industry restriction: AM&AA: Individual membership is for M&A and supporting trade professionals who practise independently; Family Business Association: No published industry restriction.
- Annual dues: AM&AA: $545 a year; Family Business Association: A$695 a year.
并排对比
| AM&AA | Family Business Association | |
|---|---|---|
| 档案 | ||
| 类型 | Professional association | Family-business organization |
| 成立于 | 1998 (Established in 1998 to bring together CPAs, attorneys and corporate financial advisers working in middle-market M&A) | 1998 (FBA dates the merger that created Family Business Australia to 1998, while tracing its origins to Family Business Services SA in 1992 and the Australian Family Business Network in 1995. It describes itself as supporting the sector for over 25 years.) |
| 总部 | Dallas, United States | Melbourne, Australia |
| Geographic footprint | Chapters are all in the United States plus a virtual chapter; the membership network spans 25 countries | Australia and New Zealand, with team representatives across Victoria, New South Wales, Queensland, Northern Territory, South Australia, Western Australia and both New Zealand islands |
| 成员 | 1,100as of September 2026 | Not publicly disclosed: FBA describes "a growing community of family business members and advisor members" and says 44 industries are represented across its membership, but publishes no member figure. |
| 分会 | 24 | FBA does not publish a chapter count. It lists team representation across seven Australian states and territories plus New Zealand's North and South Islands, and runs Forum Groups by region. |
| Primary audience | Middle-market M&A advisers: investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers | Owners, family members, emerging-generation members and non-family executives of Australian and New Zealand family businesses, family enterprises and family offices, plus the accountants, lawyers and consultants who advise them |
| 典型会员 | Members are M&A and supporting trade professionals: accountants, lawyers, investment bankers, valuation and due diligence specialists, and corporate financial investors working in the middle market. Individual membership is aimed at those who practise independently; corporate membership covers teams of five or more from one firm. | Members are people connected to a family business, family enterprise or family office in Australia or New Zealand, at any size and any stage: the association names start-up founders, family members in the business, the emerging generation, family business leaders, non-family executives, transitioning leaders and retired mentors as its audiences. A separate advisor membership serves accountants, lawyers, financial planners and consultants seeking FBA accreditation. |
| Qualification | ||
| 加入时最高年龄 | Young Professional membership is limited to those aged 35 and under in the early stages of an M&A careerIdentification and proof of age are required during the application processverified September 2026 · 来源 ↗ | No published maximum age at joining |
| 合格投资者资质 | No published accredited-investor status | Advisor members (accountants, lawyers, financial planners and consultants) complete an accreditation course to become an FBA Accredited AdvisorAdvisor dues fall from A$810 to A$635 plus GST once accreditation is complete.verified September 2026 · 来源 ↗ |
| 地域限制 | No published geographic restriction | Australia and New ZealandFBA describes itself as the peak body for families in business across Australia and New Zealand.verified September 2026 · 来源 ↗ |
| 行业限制 | Individual membership is for M&A and supporting trade professionals who practise independentlyverified September 2026 · 来源 ↗ | No published industry restriction |
| Invitation required | No | No |
| Sponsor required | No | No |
| Application process | Applicants complete an application through AM&AA's membership portal at amaa.wildapricot.org, or contact the association directly. Young Professional applicants must supply identification and proof of age. Corporate memberships are arranged by email with custom pricing. There is no published interview, sponsorship or committee review, but all members must accept the ethics and standards rules and the no-solicitation condition. | Family businesses join online through the FBA join page by selecting Family Business Membership and adding further family members at the reduced rate; there is no published vetting. Advisors join on a separate track and then complete the accreditation course. Forum Group entry is a four-step process rather than a purchase: an expression of interest, a conversation with the Forum Group team about fit, an introduction to the proposed facilitator, then formal placement into a group of non-competing peers. |
| Selectivity | Not publicly disclosed: AM&AA publishes membership categories and conditions but no acceptance data | Not publicly disclosed for membership, which appears open at the published rates. Forum Group placement is curated: the FBA team matches participants to a group of non-competing peers and both sides confirm the fit before joining. |
| 费用 | ||
| 年度会费 | $545 a yearIndividual membershipverified September 2026 · 来源 ↗ | A$695 a yearFamily Business Membership, first family member, plus GST. Each additional member from the same family business joins for A$350 plus GST.verified September 2026 · 来源 ↗ |
| 项目费用 | $5,200 one-timeCertified Merger & Acquisition Advisor (CM&AA) programme fee, which includes first-year membership and materialsverified September 2026 · 来源 ↗ | A$4,345 a yearIn-Person Forum Group: ten four-hour sessions a year, plus GST. Additional participants from the same family business pay A$3,695 plus GST. Requires an FBA Family Business Membership.verified September 2026 · 来源 ↗ |
| Membership term | Annual | Annual |
| 结构 | ||
| Meeting frequency | Monthly chapter events plus two annual conferences (Summer and Winter), and CM&AA certification courses run in person and virtually | Forum Groups meet ten times a year, monthly from February to November; plus a year-round calendar of local networking events, education courses and the annual Family Business Conference: Asia-Pacific |
| Peer forums | No confidential peer forums; members organise through chapters, including a virtual chapter, and deal-sourcing tools | Small confidential peer groups of non-competing family business peers, led by an independent facilitator, meeting ten times a year for four hours in person or three hours online. Streams include In-Person, Virtual, Women in Forum and a two-year Emerging Leaders programme. Running since 1998 on a "what's said in the room stays in the room" rule. |
| Confidentiality | Members agree not to solicit fellow members without written board permission; no broader confidentiality policy was found | Forum Groups operate on an explicit confidentiality rule dating to the programme's founding in 1998; FBA also publishes a Member Code of Conduct. |
| Time commitment | Not documented | Forum Group participants commit to ten meetings a year, of four hours in person or three hours virtual |
| Organized as | Chapter-based, Event-focused, Virtual | Forum-based, Event-focused, Chapter-based, Virtual |
| 保密式同伴论坛 | No | Yes |
| 本地分会 | Yes | Yes |
| 虚拟会员资格 | Yes | Yes |
| 在线社区 | Partial | Partial |
| 会员名录 | Yes | Yes |
| 活动 | Yes | Yes |
| 编程 | ||
| 教育培训项目 | Yes | Yes |
| 领导力发展 | Partial | Yes |
| 静修活动 | No | Partial |
| 出行 | No | No |
| 家庭活动项目 | No | Yes |
| 配偶与伴侣项目 | No | Partial |
| 新生代专项项目 | Yes | Yes |
| 投资议题讨论 | Yes | No |
| 投资机会 | Yes | No |
| 慈善公益部分 | No | No |
| 社交网络侧重点 | High | High |
| 社交导向 | Medium | Medium |
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来源
来源于各页面所列的参考资料: AM&AA · Family Business Association