Northern California - September 28 - 29, 2023
at Hilton Oakland Airport 

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2023 Annual Meeting - 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 28-29, 2023 to LEARN GROW CONNECT.

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

Register Here
Become a Sponsor / Exhibitor

2023 Annual Meeting - Schedule

Thursday, September 28, 2023
Registration Opens
12:00pm - 1:00pm
Welcome Reception: Sponsor & Exhibitor Tables Open
1:00pm - 1:15pm
Welcome to the 2023 CABB Conference
Conference Co-Chairs, Greg Michail & Randy Katz
1:15pm - 2:15pm
Dan Gramann, Co-Founder, Cultivate Advisors
2:15pm - 2:25pm
Break - Visit Our Exhibitor Tables
2:30pm - 3:30pm
Best Practices When Working with Legal Counsel
Scott Williams, J.D., M.B.A.

Your client has an unconditional right to legal counsel in selling or purchasing a business.  Will this be a team effort or an uncoordinated mess?  In this insightful session, Scott will discuss best practices for helping clients select the right legal counsel, working with them to get the deal done, and avoiding some of the pitfalls that can send the deal sideways. Learn some of the ins and outs of custom-drafted, complex agreements (with their lengthy exhibits and schedules) that your clients will expect you to be familiar with.

3:30pm - 3:55pm
Break - Visit Our Exhibitor Tables, enjoy a light snack
4:00pm - 5:30pm
Ask The Attorneys
Thomas Georgianna, Boyd Law | Romin Thomson, Sweeney Mason LLP | William F. Ziprick, The Business Law Firm of William F. Ziprick

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!

5:30pm - 7:00pm
Cocktail Reception
Friday, September 30, 2023
7:15am - 8:00am
Breakfast - Sponsor & Exhibitor Booths Open
8:05am - 9:35am
Control the Deal: Sell More Businesses and Protect Yourself
Len Krick, MBA

How do some business brokers seem to sell more of their listings, a lot more money than other business brokers, and never get sued? I will identify seven of the most common attributes of these successful brokers and focus on their ability to multitask. Mastering this skill is essential to ensure that none of the balls you are juggling hits the ground, even if it doesn’t come naturally to you. We will discuss methods used to organize each deal, track the transaction progress, and increase efficiency by controlling the deal with a master checklist. This will be available as an Excel file, to use on each of your transactions. This is a tool I should have developed when I was actively selling businesses…  I would have made more money.

9:35am - 10:00am
Break - Visit Our Exhibitor Tables & enjoy a light snack
10:05am - 11:05am
Broker Workshops 1

Workshop 2-1 - Legito Forms Software Training
Tawnya Gilreath, JD, CM&AP, CExP, CBI, CABB Forms Committee Chair
LA Business Pros / eXp Commercial

Come learn how to get the most out of CABB’s newest member benefit, Legito.  This software tool makes filling out CABB forms a breeze.  No more inputting the same information into form after form.  Now you can add information once and have it populate across any form you need in your transaction.  Additionally, the tool allows you to input deal data into a template which then populates your form to make sure you fill everything out correctly.  Come ready to see the software in action and learn how it works, or to ask questions if you’ve already started using it and are having any complications. 

Workshop 2-2 - TBA

Workshop 2-3 - TBA

11:05am - 11:15am
Break - Visit Our Exhibitor Tables
11:20am - 12:20pm
Broker Workshops 2

Workshop 2-1 - Deals involving licensing (ABC, Contractor’s Licenses, Child Care Licensing)
Steve Zimmerman, LCBB, CBI, M&AMI, FIBBA, Restaurant Realty Company

Do you end up in deals that require special licenses? Learn the process of dealing with various state agencies and how it can impact your deal.  Three brokers will each discuss the agencies they deal with the most and help you understand the costs, timelines, logistics, and companies you can hire to help you through the process.  Suppose you’re involved with deals that involve alcohol licenses with the ABC, contractors licenses with the Contractors State Licensing Board (CSLB), or child care licensing with the community care licensing division (CCLD) of the Department of social services. In that case, you won’t want to miss this.

Workshop 2-2 - TBA 
Len Krick, MBA, CBI, M&AMI - President and Principal Broker at Sunbelt Business Brokers of Las Vegas, Inc.

Workshop 2-3 - Leveraging Lenders to Close Your Deals - Panelist Discussion
Robert Porter, Plumas Bank | Marie Askew, Live Oak Bank | Louis Lane, US Bank |
Scott Cisneros, City National Bank | Steve Colburn, Umpqua Bank

Do you have unanswered questions about SBA financing? Do you want to know how to qualify for an SBA loan? Join us for a panel discussion where you can get answers straight from the experts! A panel of top lending experts from the California market will answer questions about what lenders are looking for in a loan package, provide tips for getting your deal both approved and funded, as well as discuss the groundbreaking SBA rules that came about earlier this year. You won’t want to miss this star-studded panel moderated by former CABB board member and current Senior Vice President at Plumas Bank, Kelley Cheney. 

12:20pm - 1:50pm
Lunch - Awards & Acknowledgements & Raffle
2pm - 3:30pm
Monty Walker, CPA | Business Advisory Services
3:30pm - 3:45pm
Conference Wrap Up
Conference Co-Chairs, Greg Michail & Randy Katz
Our Sponsors / Exhibitors

2023 Annual Meeting - Our Sponsors & Exhibitors

Our Sponsors / Exhibitors

Thank you to our 2023 Annual Conference Sponsors and Exhibitors

Keynote Sponsor

Live Oak Bank






Welcome Reception Sponsor

Cocktail Reception Sponsor

Lunch Sponsor

Headshot Sponsor


Wi-Fi Sponsor

Workshop Sponsors                








2023 Annual Meeting - Hotel


Hilton Oakland Airport
One Hegenberger Road
Oakland, California, 94621












Group Rate: $154
(Limited space available call or click on the link ASAP to book your room.) 

*Please note that the room rates will increase or may not be available after August 31, 2023.

HOTEL PARKING: Discounted daily parking is $15

Airport & Shuttle Information:
The hotel offers a complimentary shuttle service to and from Oakland International Airport. 
Shuttle Questions, please call +1 510-635-5000

About Oakland

2023 Annual Meeting - Oakland

About Oakland

Airport Information:

Oakland Airport 
       Ground Transportation

Activities in Oakland:

100 Things to Do in Oakland - Visit Oakland
33 Essential Experiences You Can't Miss in Oakland - Thrillist

26 Awesome Things to Do in Oakland, California - Practical Wanderlust