SBIA & AM&AA Deal Summit | Join us at the Summit
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February 20 – February 22, 2019 at the Trump National Doral hotel.

SBIA & AM&AA Deal Summit

Expand Your Network.

Join Joorney Team at the SBIA & AM&AA Deal Summit – February 20 – February 22, 2019 at the Trump National Doral hotel. The Small Business Investor Alliance (SBIA) and the Alliance of Merger & Acquisition Advisors (AM&AA) are joining forces and combining SBIA’s Southern Private Equity Conference and AM&AA’s Winter Conference to create a new conference, the SBIA & AM&AA Deal Summit. This joint event will be the most suitable for senior-level M&A advisors and lower middle market funds in the country.

Join us at the Summit and find out more about partnering with us. The Summit will also offer the perfect opportunity to kick-off the New Year with incomparable networking, compelling content, and captivating speakers all at a first-class venue. Join other capital providers, investment bankers, independent sponsors, M&A intermediaries, and limited partner firms.


The Deal Summit offers:

  • Substantive, thoughtful content on the latest data, trends, and best practices,
  • Timely updates from Washington outlining the threats and opportunities that lie ahead on the legislative and regulatory horizons,
  • Senior-level, high-quality networking among lower middle market peers,
  • Exclusive Deal Bash event for fund managers and investment bankers

Please register online, to secure your attendance.

Find all Event Details here

Scheduled for Wednesday, February 20 – Friday, February 22, 2019 at The Doral in Miami, the SBIA & AM&AA Deal Summit offers the perfect opportunity to kick-off the New Year with substantive content, engaging speakers, and exceptional networking.

2019/02/20 17:00:00

SBIA & AM&AA Deal Summit

The Alliance has partnered with BKD to recognize the 2018 Middle Market Thought Leader of the Year. Join us at the SBIA & AM&AA Deal Summit and find out more about partnering with us.


Benefits of Becoming a Joorney Partner

By partnering with Joorney, you’ll receive a built-in professional partner that’s dedicated to supporting your growth through stellar service for your clients. A core component of our business model is supporting the growth of our 400+ partners. Their success – through happy clients, repeat business, and referrals – is also our success. We take that partnership very seriously!

Joorney solves reliability issues by having a real, established company.

We operate with absolute professionalism and serve as a real support partner across all of your and your clients’ business plan needs. This eliminates the need for multiple counterparties being involved in the process.

We uniquely adapt our workflow to each partner’s established working process in terms of our communication format, both with the partner and with their clients.

Additionally, we readily provide customization based on our partner’s needs:

If they need special formatting – we do it!
If they need an additional section in the plan – we do it!
If they need job descriptions to be in bullet points – we do it!
If they need us to talk to them before we finalize the plan, or if they want us to join a conference call with their client – we do it!

We pride ourselves on above board customer service at every turn.

We work fast and respond quickly.

RUSH SERVICE: 3-5 business days
REGULAR SERVICE: 7-10 business days (the fastest in the industry!)
Email response time: same day
Rush requests addressed as expediently as possible

We are NOT attorneys nor do we play them on TV!

Therefore, we never get involved on the legal side but instead have built-in processes for addressing legal issues.

We have a red, orange and green flag system that allows us to redirect critical information from our business plan writing team back to our attorney partners so that they stay informed on if, or how far away from, the client is on understanding the reality of the visa process.
Our Project Managers always make sure any legal question are relayed to our attorney partners and they never even attempt to answer them. It’s time consuming and frustrating, but staying HUMBLE is what makes us the best partners.

We are HUMBLE, full of integrity, and always behave like professionals.

Our partners and their clients are always right.
We try to learn from every mistake and make ourselves better.
We have truly pushed the boundaries of customer service to its finest form.

Our breadth of experience and knowledge allows our service offerings to be flexible without any degradation of quality.

  We can cater to investor business plans as seamlessly as Visa business plans. We flex our versatility by accepting all partner requests with custom solutions. The above-board quality of our team and resources means that the quality we provide never decreases, even as the workload increases.

Our team is diverse, multicultural, and multilingual. We manage projects in many different languages.

From sales to business plans, we can handle communications in the following languages:


Joorney team at AILA Annual Conference


Contact Us

We are here to answer any questions you may have. Reach out to us and one of our consultants will be in touch with you immediately.



We offer services, built on trust. In this competitive and fast moving world when people share their most valuable business information with us, they trust their ideas/clients will get the support they need to move forward reach the desired destination on their personal and professional journey. We support and respect people who move forward and make the necessary effort to develop themselves and their companies.”