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2022 CABB ANNUAL CONFERENCE

Southern California - September 29-30, 2022
@ Hilton Irvine Orange County Airport

COMING BACK TOGETHER

Welcome

It's crucial to engage with the conversations shaping today's transactions in California. Join your fellow business brokers, intermediaries and industry professionals at the CABB Annual Conference, on September 29-30, 2022 to learn, engage and celebrate COMING BACK TOGETHER.

This CABB event delivers relevant education, key topic discussions and networking opportunities for you to collaborate face-to-face with others deeply invested in the industry.

Click through the links on this page to learn more, and register HERE. 

Become a Sponsor / Exhibitor

2022 Annual Meeting - Schedule

Schedule
Thursday, September 29, 2022
12:15pm - 1:15pm
Economic Update and How it Will Impact Small Businesses and Rates
Terrence Loughran | Senior Portfolio Manager at City National Bank
Monarch Ballroom
1:15pm - 1:25pm
Break - Please Visit our Exhibitor Tables
Irvine Ballroom
1:30pm - 3:00pm
Managing the Closing and Orderly-Turnover Processes
Len Krick, MBA, CBI, M&AMI - President and Principal Broker at Sunbelt Business Brokers of Las Vegas, Inc.
Monarch Ballroom

We all know that business brokerage is a “numbers game.” That is, we start with mass marketing, convert leads into a listing meeting, then to a listing, then to an offer, hopefully get through the Buyer’s due diligence, and if we are lucky, we close escrow on the transaction. But is it really “luck?” Each step along the way, some of our efforts bear no fruit, wasting the Business Broker’s precious time. Therefore, it is in the Client’s and our best interest to find ways that increase the chances of a business transaction closing and a smooth transition occurs following an orderly turnover plan. 

Obviously, the "closing process" is something that occurs in all transactions, one that requires a skillful broker. This webinar: Importance of Closing and Orderly Turnover Processes, Business Broker’s Role, How It Can Be a Complex Process, Opening Escrow, Managing the Closing and Orderly Turnover Processes, and the Interrelationship of the Closing and Orderly Turnover Processes. A comprehensive Closing and Orderly Turnover Checklist and Typical Closing Documents will be discussed and provided By CABB.
 

3:00pm - 3:25pm
Break - Please Visit our Exhibitor Tables
Irvine Ballroom
3:30pm - 5:00pm
Ask the Attorneys
William F. Ziprick, Romin Thomson, Thomas Georgianna
Monarch Ballroom

Three experienced “deal friendly” legal counsel lead an interactive session covering a wide range of legal topics relating to California Business Brokers and their deals. Gain insights and perspectives, while also learning ways to avoid the ever-present potential land minds and challenges which often lie hidden in the transaction landscape. The attorneys will also discuss “war stories” to illustrate “do’s” and “don’ts” for a Broker as you work toward a successful closing. A major focus of the session will be the attorneys addressing your questions and concerns, so be sure to bring your tough questions for the chance to ask the attorneys!

5:00pm - 6:30pm
Cocktail Reception
Friday, September 30, 2022
7:15am - 8:00am
Breakfast - Sponsor & Exhibitor Booths Open
Irvine Ballroom
8:30am - 9:30pm
Flight Crew or Single Pilot?
Scott Williams | The Small Business Law Firm

The dilemma of Co-Brokerage vs. Dual Agency is never-ending.  Which is better?  Is either "better"?   In this insightful presentation, Scott will look at the legal and ethical aspects of representing sellers, buyers, one, or both. 

9:30am - 9:45am
Break - Visit Our Exhibitor Tables
Irvine Ballroom
9:45am - 10:45pm
Mastermind Sessions #1-1 |Leverage lenders to close deals - Panel
SBA Lender Panelists from City National Bank, Plumas Bank, Live Oak Bank, US Bank, & Umpqua Bank

Scott Cisneros - City National Bank
Marie Askew - Live Oak Bank
Bob Porter - Plumas Bank
Steve Colburn - Umpqua Bank
Louis Lane - US Bank

Mastermind Sessions #1-2 |How to Automate Your Office
Raj Parikh, Stride Ally Business Inc.
Mastermind Sessions #1-3 |If I knew then, what I Know Now…
TBD
10:45am - 11:00am
Break - Visit Our Exhibitor Tables
11:00am - 12:00pm
Broker Workshop #2-1 |Broker Recruitment

Recruiting Agents - Where to find them, getting them ramped up, and how to keep them happy.

Broker Workshop #2-2 |New Agent Best Practices
Andrew Rogerson

What I have learned from leading my CABB Best Practices Group and how it will lift your skills as a business broker.  Please bring your questions, your interest in starting or joining your own Best Practice Group, and your willingness to contribute to the presentation.

Broker Workshop #2-3 |Common Mistakes and Misunderstandings in Leases
Bryan Mashian, Attorney
12:00pm - 1:15pm
Lunch - Awards & Acknowledgements
Monarch Ballroom
1:20pm - 2:20pm
Leverage the power of LinkedIn to find, connect, and close your next big transaction.
Matt Currie - CEO, Co-Founder, OutFlow
Monarch Ballroom

Stop relying on referrals or laborious prospecting activities & create a predictable lead generation to secure 10, 15 or even 20 appointments a month using LinkedIn. 

2:20pm - 2:45pm
Break - Visit Our Exhibitor Tables
Irvine Ballroom
2:50pm - 4:20pm
TBD
Monty Walker, CPA - Business Advisory Services
Monarch Ballroom
4:20pm - 4:35pm
Wrap-up / Raffle Drawing
Conference Committee

Speakers

 

Terrence Loughran, CFA
Director, Senior Portfolio Manager

Mr. Loughran joined City National Rochdale in 2007 and has over 25 years of experience in the investment industry. He is responsible for managing Tax-Exempt Fixed Income portfolios for high-net-worth clients.

Prior to joining City National, he was Vice President of municipal bond trading at Southwest Securities, Vice President of municipal bond trading at Fidelity Capital Markets, and a Municipal Bond Marketing Specialist at Merrill Lynch.

Mr. Loughran holds a BA in History from the University of Notre Dame and an MBA from the UCLA Anderson School of Management. Additionally, he holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Orange County.

 

Len Krick, MBA
Lifetime Certified Business Intermediary
Lifetime Merger & Acquisition Master Intermediary

Len Krick has been a successful business broker in Las Vegas since 2000. He frequently serves as moderator, instructor, and speaker at the International Business Brokers Association conferences and served as a Member of the IBBA Board of Directors and its Education Committee Chair. He holds both the CBI and M&AMI designations and was named "Fellow of the IBBA" for his "Significant Contributions to the Business Brokerage Industry." Len was awarded the Tom West Award for "Enhancing the Public Image of the Business Brokerage Profession." He is the co-founder of the Nevada Business Brokers Association ("NBBA").

Len has over 35 years of experience with both privately held and publicly traded companies, which includes: consulting, negotiating, turnarounds, bond and initial public offerings, operations, and development. Mr. Krick has exceptional expertise in operational analysis, business planning, valuing and packaging businesses for sale. He took two companies public on NASDAQ and served as their President.

 

William F. Ziprick

Attorney William F. Ziprick’s practice focuses on representing clients in business sales and purchases, contract negotiations, real estate transactions, and counseling both for-profit and non-profit business entities. Attorney Ziprick is a graduate of the UCLA School of Law (1980).

 

 

 

 

 

Romin Thomson

Romin Thomson has been representing businesses in Silicon Valley since 1997. He regularly assists clients with capital-raising transactions, mergers and acquisitions, securities law issues, intellectual property issues, and general corporate matters.

Romin enjoys working with businesses in a wide variety of industries. Prior to joining Sweeney Mason LLP, Romin was an associate attorney with HiTech Law, LLP and Silicon Valley Law Group. Romin is well versed in multi-state entity formation issues and co-authored “How did Delaware Get So Popular?” for the California Business Law Practitioner (Winter 2013) published by the Continuing Education of the Bar, University of California. He is a member of the Executive Committee of the Business Law Section of the Santa Clara County Bar Association, a board member of the Construction Financial Management Association and a member of the California Society of CPAs, Attorneys Bankers and CPAs Committee.

Romin obtained his law degree from the Santa Clara University School of Law in 1997.

 

Thomas Georgianna

Attorney Thomas D. Georgianna is the Managing Attorney of the Civil Litigation and Chapter 11 Bankruptcy Division of Boyd Law. He practices in the area of general business litigation and commercial arbitration. Attorney Georgianna is a graduate of the Brooklyn Law School (J.D. 2001)

 

 

 

 

 

Scott Williams

Scott is the founder of The Small Business Law Firm, P.C. and has been practicing business law for over 20 years.  He has served on the CABB Forms Committee and teaches the CABB 250 Course to keep brokers out of legal trouble.   Scott is an FAA certificated pilot with multi-engine and instrument ratings.  He is the current President of the 6,000-member Cirrus Owners and Pilots Association.

 

 

 

 

Aaron Thom

In 2012, Thom started Peak Development - A marketing firm servicing business brokers. By 2019, Peak had sourced one billion dollars in deals for offices across the US. Thom sold Peak Development to a Midwest-based private equity firm: True North Equity Partners.

While running Peak, Thom helped build one of the largest office groups in the nation - Sunbelt Midwest. This network comprised of MN, WI, IL, and later acquired the Sunbelt in Las Vegas. By the time Thom left, the Minneapolis office alone had 35 agents and was closing over 100 transactions annually. Thom's role included: deal sourcing, recruiting, training, and developing the CRM on Salesforce.com.

Post-sale of Peak in 2019, Thom moved to San Diego to open his own business brokerage office. Calling it California Business Advisors, Thom is replicating the best-in-class strategies developed over the last decade. The market in Southern CA is one of the largest in the US. Thom's primary objective is recruiting talented agents. Thom strongly encourages competition while sharing his own methods, as it makes us all better. Thom has also presented at the IBBA conference.

 

Andrew Rogerson

Andrew Rogerson is a Certified Business Broker (CBB) with the California Association of Business Brokers.  He is also a Certified Mergers and Acquisition Professional (CM&AP) and Mergers & Acquisition Master Intermediary (M&AMI) from the M&A Source; their two highest designations.  In addition, he is a Certified Business Intermediary (CBI) with the International Business Brokers Association.  This allows him to help entrepreneurs that want to value and sell a business or medical practice located in California with a value over $1,000,000. 

 

 

 

 

Matt Currie

Matt Currie is CEO of OutFlow - a leading Deal Sourcing company that helps M&A professionals close more deals by securing meetings with their ideal prospects.

OutFlow works with over 150+ M&A Professionals and has verifiably tracked over $500MM in transaction value for their clients.

About Irvine

For those of you traveling to Irvine: The Hilton Irvine/Orange County Airport is conveniently located 1/4 mile away from John Wayne Airport. A free shuttle does run to and from the airport and can be arranged based on availability with the hotel. 

Other locations of interest near the hotel:

Anaheim Stadium (Angels): 12.00 miles - there is an evening game September 30th against the Texas Rangers

Balboa Island: 5.00 miles

Dana Point Harbor: 9.00 miles

Disneyland: 12.00 miles

Golf Courses