2016 CABB Annual Conference | Conference Sessions

The 2016 Annual Conference will include various sessions for both new brokers and experienced brokers. A list of the 2016 sessions including topics, presenters and descriptions will be provided - check back soon.

Within one quarter of one second, you have been sized-up! Your ability to be effective in your role, compelling with key audiences, and sought after as a "trusted advisor" largely depends on the image you portray and how others perceive you. Are you properly managing your personal brand or allowing others to make-up their own preconceived notions about you and your ability to perform? Through real-life scenarios and high-profile examples, learn how to position yourself as the “go to” authority in your practice area, leverage your distinguishing characteristics, and create a lasting impression that will give you entry into new circles of business.

Speaker Biography

Jonathan Fitzgarrald is Managing Partner of Equinox Strategy Partners, providing service professionals and firms with strategic counsel to drive revenue and increase market visibility. For nearly two decades and prior to founding Equinox Strategy Partners, Jonathan directed the sales and marketing at three, top business law firms.

Prior to his focus in professional services, Jonathan held senior-level sales and communications positions at various public and private companies within the high-tech, telecommunications, electronics, health care, and consumer products industries.

A clear, dynamic, and diplomatic communicator, Jonathan regularly speaks and presents to professional audiences on various business development and marketing topics.  He has been quoted in such publications as The Wall Street Journal, Los Angeles Times, The American Lawyer, the National Law Journal, The Recorder, ABA Journal, Strategies: The Journal of Legal Marketing, City News Service and on The CBS Evening News with Katie Couric, KNBC.com and Law.com.

For five years, Jonathan was a broadcast journalist and news anchor for a television network in San Francisco.  He is an accomplished equestrian, and is fluent in Spanish.

Join Len Krick and for the highly informative panel discussion "The Deal Doctors". The CABB "Deal Doctors" clinic will be open and working to help you and other attendees identify problem-solving solutions during this structured workshop.

Deal-breakers will be considered during the workshop from problems submitted before the conference. If you are interested in submitting a problem that is keeping your listing from selling or deal from closing, complete the Patient Intake Form and submit to cabb@cabb.org by Friday, April 8th. The deal doctors will evaluate each patient and decide which deals live and which deals die.

Speaker Biography

Len Krick, the President and principal broker of Sunbelt Business Brokers of Nevada, Inc, first came to Las Vegas in 1978. He has over thirty years experience with both privately held and publicly traded companies, which includes: consulting, negotiating, turnarounds, bond and initial public offerings, operations, development, and business brokerage.

Mr. Krick has exceptional expertise in operational analysis, business planning, and packaging businesses for sale. Len frequently serves as moderator, instructor, and speaker at the International Business Brokers Association ("IBBA") conventions; he is a Member of the IBBA Board of Directors and Chairs its Education Committee. He is one of 22 people to be named "Fellow of the IBBA" since 1982, for his "significant contributions to the business brokerage industry."

Mr. Krick received his MBA from University of Nevada, Las Vegas, BA in Economics from Muhlenberg College, and BS in Hotel Administration from University of Nevada, Las Vegas.

Len’s goal is to provide the highest level of professionalism, confidentiality, and financial results, while minimizing the time, cost, and stress typically experienced during the transfer of ownership of privately held businesses.

How Structuring and Tax Strategies Help Close Deals

Presented by: Monty Walker
Saturday, April 16th - 12:00pm to 2:00pm

As the size and/or complexity of a transaction increases, the need for creative and innovative structuring alternatives also increases. Structuring often requires balancing the buyer's interest with those of co-investors, sellers, managers and lenders. In a transaction, the Seller and Buyer really have similar tax objectives. The Seller desires to maximize after-sale tax proceeds while the Buyer desires to maximize operational cash flow. Tax deductions impact both these areas which are influenced by the tax components of the structure used in the transaction. When negotiating a transaction the Seller and Buyer should not attempt to WIN the tax game but instead should work toward achieving some level of tax parity. Structuring design is what will help the Seller and Buyer achieve tax parity. This presentation will cover simple to complex structuring strategies using real life transaction data. Also included as a part of this presentation will be an update on the status of any relevant tax issues for Year 2015.

Speaker Biography

Monty Walker is a Certified Public Accountant with a diversity of experience in the private closely-held business arena. Monty Supports Entrepreneurial Clients throughout the country. His practice focus is in the Business Transfer Industry providing support to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning and Business Exit Planning. He works with Business Sellers, Business Buyers and their various advisors, such as business intermediaries, accountants and attorneys, to manage the unique financial, tax, planning and procedural matters associated with buying and selling a business. Due to his background in the area of business transfers and business transitions he is often referred to by his clients and colleagues as a—”Business Transition CPA”. Additionally, Monty has also owned and operated several of his own businesses. Thus, his experience comes from being directly in the trenches.