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2025 AC Banner

Northern California | September 25 - 26, 2025 | Hyatt Regency Sonoma Wine Country

Welcome

Engaging with the conversations shaping today's transactions is crucial. Join your fellow business brokers, intermediaries, and industry professionals at the CABB Annual Conference on September 25-26, 2025.

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 to register

Curious to see how last year's event went? Click the image below to see the full album.

Conference Banner

Register Here

If you would like to sign up as an exhibitor, please click Become A Sponsor/Exhibitor.

Join your fellow California Business Brokers as we grow and connect together!

Located in beautiful Santa Rosa California this year, this exciting, two-day conference will be full of networking, education and relationship building. More information on the speakers and schedule to come! 

Come for the conference, stay the weekend for the beautiful Sonoma County Wine Country. 

CLICK HERE TO REGISTER

Date:
September 25 - 26, 2025

Location:
Northern California | Hyatt Regency Sonoma Wine Country

Registration Fees:

 2025 Pricing
Early-Bird
Ends June 2
Regular
June 3 - Sept 1
Late
Sept 2 - Sept 25
CABB Member $425.00 $475.00 $525.00
Non-Member $575.00 $625.00 $675.00

*There will be no refunds for cancellations. For questions, please reach out to cabb@cabb.org

Become a Sponsor / Exhibitor

WHO SHOULD EXHIBIT

Business Brokers and Intermediaries need solutions to run their core business functions. Additionally, as professional advisors to other business owners, they are often called upon to recommend products and services that will help their clients improve their businesses and close transactions. The CABB Conference provides an exclusive opportunity to connect face-to-face with the business intermediary community to tap this vast purchasing and influence power. Popular exhibitor industry categories include:

  • Business Consulting
  • Data Providers
  • Financial Services
  • Franchise Opportunities
  • Insurance Solutions
  • Legal Services
  • Lending
  • Marketing Service
  • Research Services
  • Sales Solutions
  • Software Solutions
  • Valuation Services

BENEFITS OF EXHIBITING

  • Timely and relevant educational courses attract business brokers throughout California.
  • On-site visibility for your brand and company name; signage and promotional material available to put your brand in front of attendees.
  • Conference website listing with link to your company's website.
  • Refreshment breaks for networking with attendees.
  • Thursday night cocktail reception (partnership opportunities available). 

Click here to view the 2025 Annual Conference Sponsorship & Exhibitor Prospectus

Exhibitor Banner

Our Sponsors / Exhibitors

 

Thank you to our 2025 Annual Conference Sponsors and Exhibitors

 


Keynote Sponsor

Live Oak Bank

 

Cocktail Reception Sponsor



 

Welcome Lunch Sponsor


 

Awards Lunch Sponsor

 Plumas Bank
 

Coffee Sponsor


 

Snack Sponsor

Green Escrow Services

 

Wi-Fi Sponsor
Small Business Law
 

Headshot Sponsor
Mercer

Workshop Sponsors

 

 



 

 
 
 

 
 

 
      

Exhibitors

Alliance Mutual Escrow
Bay Area Escrow Services
BizBuySell
CIBC US
City National Bank
Contractors License Experts, LLC
Deal Studio
Empire Business Law, Inc.
SV Consultants, Inc.
Tupelo
Wendy Main CPA, An Accountancy Corporation

Schedule

*This is a draft schedule and is subject to change

Thursday, September 25, 2025
9:00a - 10:00a
Registration Open
Room: Alexander Valley
10:00a - 10:15a
Welcome to the 2025 CABB Conference
Greg Michail
Room: 
Alexander Valley
10:15a - 10:25a
Keynote Sponsor - Live Oak Bank
Room: 
Alexander Valley
10:25a - 11:25a
Keynote Presentation: Raising the Bar
Dan Clark
Room: 
Alexander Valley
11:25a - 11:30a
Welcome Lunch Sponsor - Secured Trust Escrow
Room: 
Alexander Valley
11:30a - 12:15p
General Session: Best Practices Learned after 25 Years in the Business
Jim Parker
Room: 
Alexander Valley
12:15p - 1:40p
Lunch (Visit Sponsors/Exhibitors)
Room: 
Alexander Valley
1:40p - 1:45p
Coffee Sponsor - Glen Oaks Escrow
Room: 
Alexander Valley
1:45p - 3:00p
Lender Panel
TBA
Room: 
Alexander Valley
3:00p - 3:25p
Break (Visit Sponsors/Exhibitors)
Room: 
Alexander Valley & Foyer
3:25p - 3:30p
Cocktail Sponsor - ClientsIO
Room: 
Alexander Valley
3:30p - 5:00p
Ask the Attorneys Panel
Daniel Lopez & Melissa Bustarde
Room: 
Alexander Valley
5:00p - 6:30p
Cocktail Reception
Room: 
Knights Valley Garden
Friday, September 26, 2025
10:00a - 11:00a
Welcome Back
Room: Alexander Valley
10:10a - 10:15a
Snack Sponsor - Green Escrow Services, Inc.
Room: 
Alexander Valley
10:15a - 11:00a
General Session: Custom Contracts
Scott Williams
Room: 
Alexander Valley
11:00a - 11:25a
Break (Visit Sponsors/Exhibitors) & Find Your Breakout
Room: 
Alexander Valley & Foyer
11:25a - 11:30p
Workshop Sponsors
Room: 
Alexander Valley, Dry Creek 1, Dry Creek 2
11:30a - 12:15p
Workshops
Room: 
Alexander Valley, Dry Creek 1, Dry Creek 2


Workshop 1A 
Marketplace Insights: Unlocking Buyer & Seller Data to Close More Deals
Sponsored By: MetLife

Adam Debussy


Workshop 1B 
Triumph in the Trades - Selling Businesses in the Construction Industry
Sponsored By: US Bank

Rhett Kniep


Workshop 1C
Mastering Work-Life Balance: A Bulletproof System for Growth, Balance, & Success
Sponsored By: Grace Wealth Management

Mike Hardy

12:15p - 1:40p
Lunch
Room: 
Alexander Valley & Foyer
12:45p - 12:50p
Award Lunch Sponsor - Plumas Bank
Room: 
Alexander Valley
12:50p - 1:10p
President's Message
Room: 
Alexander Valley
1:10p - 1:15p
WiFi Sponsor - Small Business Law Firm
Room: 
Alexander Valley
1:15p - 1:40p
Raffle
Room: 
Alexander Valley
1:40p - 1:45p
Workshop Sponsors
Room: 
Alexander Valley, Dry Creek 1, Dry Creek 2
1:45p - 2:30p
Workshops
Room: 
Alexander Valley, Dry Creek 1, Dry Creek 2


Workshop 2A 
Things I Wish I Knew When I Started in Business Brokerage
Sponsored By: Huntington National Bank

Ryan Clark, Randy Hendershot, and Steven Hanson


Workshop 2B 
How to Use AI to Source New Listings
Sponsored By: Brick & Mortar Legal PC

George Wellmer


Workshop 2C
How to Sell You
Sponsored By: Branfman Mayfield Bustarde Reichenthal, LLP

Dan Clark

2:30p - 2:40p
Transition
Room: 
Alexander Valley & Foyer
2:40p - 2:45p
Headshot Sponsor - Mercer Advisors
Room: 
Alexander Valley
2:45p - 4:00p
Year 2025 – Key Topics and Trends
Monty Walker
Room: 
Alexander Valley
4:00p - 4:30p
Wrap Up
Greg Michail
Room: Alexander Valley

Hotel

Hyatt Regency Sonoma Wine Country - Santa Rosa 

Our room block rate starts at just $259 (+ a $35 destination fee), is limited, and may sell out at this price. To Reserve a Room, CLICK HERE*

About the Hyatt Regency 
Enjoy the bounty of Sonoma from our Santa Rosa Hotel

Retreat to Hyatt Regency Sonoma Wine Country. Our hotel in Santa Rosa offers spacious rooms and suites with scenic views, 40,000 square feet of indoor-and-outdoor event space, a heated outdoor pool and easy access to hundreds of Sonoma County wineries. Walk to Historic Railroad Square and charming downtown Santa Rosa to find museums, fine dining and shopping nearby.

Question about the room block? Contact Kelsey at info@cabb.org

HOTEL ACTIVITIES
Unforgettable moments await at Hyatt Regency Sonoma. Make the most of your retreat and join us for on-site experiences like indulgent wine tastings, savory s'mores and morning yoga classes. Learn More HERE.

HOTEL DINING
Explore the fresh flavors of Sonoma at Hyatt Regency Sonoma Wine Country. Our onsite Santa Rosa restaurant features field stone and weathered wood to create an elegant, rustic atmosphere that incorporates the soothing, down-to-earth beauty of the surrounding landscape. Enjoy small plates, satisfying entrees, craft drinks and more from our bar and cafe. All of our dishes are made with fresh, local ingredients for a one-of-a-kind dining experience composed of comforting local flavors.

LOUNGE/POOL
Let the stress melt away at our outdoor heated pool and jetted tub shaded with trellises and umbrellas for total relaxation. Stay satisfied at our seasonal Pool Cafe serving flavorful light bites, local wine and craft brews. 

ABOUT SANTA ROSA
Located near Sonoma Square, Hyatt Regency Sonoma Wine Country keeps you close to Safari West and other local attractions. Santa Rosa offers artisan dining, boutique shopping, tours of local wineries and wine tastings. Visit Railroad Square, learn about Snoopy and the gang at the Charles M. Schulz Museum or stay at the hotel and enjoy onsite activities like biking and yard games. Please view the full calendar of events here. Explore local wine country experiences here.

HOTEL LOCATION
CLICK HERE to view the Map, Parking, and Transportation Information. 🚗

CLICK HERE to view flights to Santa Rosa. ✈️

About Santa Rosa

Things to Do in Santa Rosa

  • Experience the city’s casual-warm vibe at the welcoming Railroad Square Historic District. Once the home of bootleggers and ladies of ill repute, the square now hosts 40-plus shops and eateries clustered around the restored 1903 Northwestern Pacific Railroad train depot. Every day the SMART train heads south to Marin County, but there are plenty of reasons to stay right here. Wander the square and admire Santa Rosa’s early 20th-century brick buildings, or, for a day of outdoor fun, head to Spring Lake Regional Park & Discovery Center, which has a lifeguard-equipped swimming lagoon and beach, plus boat rentals and paved running and cycling paths. 

Outdoor Fun in and Near Santa Rosa

  • A getaway here comes with access to a plethora of outdoor activities—everything from hiking, fishing, kayaking, and biking. Armstrong Redwoods State Park, for starters, is a must-visit for hikers. Wander through majestic redwoods, some towering over 300 feet; this natural sanctuary provides a peaceful retreat from the buzzing energy of the city. Avid bikers and hikers should know about two other destinations: Trione-Annadel State Park, which has 40 miles of trails that wind through rolling hills, lakes, and, depending on the time of year, swaths of wildflowers; and Taylor Mountain Regional Park & Open Space Preserve, which boasts 7 miles of trails that reach altitudes of 1,000-plus feet, resulting in sweeping vistas of the city.

  • Looking to get out on the water? Head to the gentle Russian River, where kayaking and canoeing are a great way to take in Sonoma County’s lush landscapes. Fishing enthusiasts will also find the river a bountiful spot for catching a variety of fish. Cyclists, meanwhile, can put their miles in on the scenic Joe Rodota Trail, a paved path that runs from Santa Rosa to Sebastopol. 

Where to Eat in Santa Rosa

  • With its proximity to both the coast and excellent produce, it shouldn’t be a surprise that dining out in Santa Rosa is full of options. Pop in for the best of both worlds at Perch + Plow, savor old-school French cuisine at La Gare, or drop by Sushi Rosa for Japanese cuisine and a glimpse into a possible future as you’re served by the restaurant’s Sushi Robot. Steakhouse aficionados will be drawn to Stark’s Steak & Seafood, while coffee nerds can get their fix with a demitasse of Espresso No. 9 at Flying Goat Coffee. If Mexican food is high on your list, don't miss the relaxed, rustic vibe and excellent food to be had at La Rosa Tequileria and Grille. For more ideas on where to enjoy a meal in town, Visit Santa Rosa has some suggestions here.

Learn more about Santa Rosa HERE.