Below are the speaker presentation slides from the 2023 Annual Conference. Click the title of the presentation to download the slides. We kindly ask that you DO NOT SHARE with those who did not register/attend the event.

Thursday, September 28, 2023

Sell My "Baby": Earning Trust With Entrepreneurs to Earn Their Business - Dan Gramann, Co-Founder, Cultivate Advisors

Click here for free access link to Dan's LMS Training Content


Best Practices When Working with Legal Counsel - Scott Williams, J.D., M.B.A.


Ask The Attorneys - Thomas Georgianna, Boyd Law | Romin Thomson, Sweeney Mason LLP | William F. Ziprick, The Business Law Firm of William F. Ziprick


Friday, September 29, 2023

Control the Deal: Sell More Businesses and Protect Yourself - Len Krick, MBA


Lender Panel - Robert Porter, Plumas Bank | Marie Askew, Live Oak Bank | Louis Lane, US Bank | Scott Cisneros, City National Bank | Steve Colburn, Umpqua Bank


Benefits of Professional Networking - Kelli C. Holmes, CEO & Founder of Team Referral Network


How to utilize Brokerworks tools to streamline your: marketing/ad copy, valuations, buyer NDAs, etc - Jennifer von Lindern, BizBuySell


Deals involving licensing (Liquor Licenses) - Steve Zimmerman, LCBB, CBI, M&AMI, FIBBA, Restaurant Realty Company
Deals involving licensing (Contractor’s Licenses) - Jamie Cohen, Contractors License Experts LLC


Business Planning 101 - Len Krick, MBA, CBI, M&AMI - President and Principal Broker at Sunbelt Business Brokers of Las Vegas, Inc.


Legito Tips & Tricks for Form Creation and Management - Tawnya Gilreath, JD, CM&AP, CExP, CBI, CABB Forms Committee Chair, LA Business Pros / eXp Commercial


Year 2023 – Key Topics and Trends (Tax Deferral Strategies, Employee Retention Credit, ROBS Compliance Issues, Tax Changes, and Much More) - Monty Walker, CPA, Business Advisory Services


Thank you for attending the conference and the continued support of CABB. Questions? Contact us at cabb@cabb.org or call us at (866) 972-2220