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Alabama Business Broker License — Requirements & M&A Advisor Guide 2025

Alabama Business Broker & M&A Advisor License Requirements

Becoming a licensed business broker or M&A advisor in Alabama requires meeting specific education, exam, and experience standards. This guide covers every requirement, fee, and regulatory pathway for Alabama as of 2025–2026.

License Type Required in Alabama
Real estate broker license required. Alabama business brokers operate under the Real Estate Broker License, regulated by the Alabama Real Estate Commission (AREC).

Education Requirements
  • Pre-license (salesperson): 60 hours of approved coursework
  • Broker upgrade: 30 hrs post-license + broker coursework

Experience Required
2 years as licensed salesperson/broker.

Exam & Licensing Fees
  • Exam: PSI national + Alabama state exam
  • Application fee: $185
  • License fee: $85
  • Exam note: Both national and state portions required

Continuing Education
15 hours per 2 years required to maintain active Alabama broker license. Include mandatory ethics and law topics.

M&A Advisor Requirements in Alabama
M&A advisors handling deals above $10M enterprise value should obtain FINRA Series 79 (Investment Banking Representative) registration via a registered broker-dealer. The 2014 SEC M&A Broker No-Action Letter provides a narrow exemption for facilitating transfers of privately held companies without full broker-dealer registration, provided specific conditions are met.

Industry Certifications (Optional but Career-Critical)
  • CBI (Certified Business Intermediary) — International Business Brokers Association (IBBA)
  • M&AMI (M&A Master Intermediary) — IBBA, for deals $5M+
  • CMAP (Certified M&A Professional) — AM&AA
  • Series 79 (Investment Banking Representative) — FINRA, for larger M&A advisory
  • Series 82 (Private Securities Offerings Representative) — FINRA

How to Get Started as a Business Broker in Alabama
1. Complete 60 hrs pre-license coursework
2. Pass the PSI national + Alabama state exam
3. Obtain your Alabama salesperson/associate license
4. Work under a licensed broker for 2 years as licensed salesperson/broker
5. Complete 30 hrs post-license + broker coursework and pass the broker exam
6. Pursue CBI certification via IBBA to establish market credibility