2015 CABB Annual Conference
April 24-25, 2015
Doubletree by Hilton – San Jose

Collaborate & Innovate: Best Practices for Business Brokerage

Register Now!

Registration is now open for the 2015 Annual Conference. Join us in Silicon Valley – San Jose for several days of training, networking, education and relationship building.

Conference activities will take place April 24-25, with educational courses CABB 101 & CABB 501 scheduled for April 22-23. The conference will feature multiple presentations and interactive workshops designed to provide attendees with Best Practices for Business Brokerage. 

Whether you are a seasoned veteran, brand new to the industry, or somewhere in between, there is something for everyone at the Annual Conference. Meet with the resource partners that can help grow your business and network with your colleagues so you are ready to Collaborate & Innovate in 2015 and beyond!

Take a look at the schedule of events and plan your trip to San Jose today!

 Click the links below for more information:

Registration Info
Hotel and Travel

The schedule listed below is subject to change. Please check back often for the latest information on the 2015 CABB Annual Conference.

For more information on the sessions and topics listed below CLICK HERE.

Wednesday, April 22nd
Time Session Speaker Location
8:00 AM - 5:00 PM CABB 101 - Introduction to Business Brokerage - Day 1 Ron Johnson Riesling
Thursday, April 23rd
Time Session Speaker Location
8:00 AM - 5:00 PM CABB 101 - Introduction to Business Brokerage - Day 2 Ron Johnson Riesling
8:00 AM - 5:00 PM CABB 501 - Certified Business Broker (CBB) Renewal Ron Hottes Zinfandel
Friday, April 24th
Time Session Speaker Location
12:00 PM - 01:00 PM Sponsor Booths Open   Poolside Foyer
12:00 PM - 5:30 PM Registration Desk Open   Monterey/Carmel
01:00 PM - 01:15 PM Welcome to the 2015 CABB Conference Amy Cole Monterey/Carmel
01:15 PM - 02:45 PM Build Rapport & Close Deals Laura A. Bruno Monterey/Carmel
02:45 PM - 03:00 PM Break Break Break
03:00 PM - 04:15 PM Anatomy of a Successful Small-Cap M&A Deal Len Krick Monterey/Carmel
04:15 PM - 05:00 PM The Power of YOU- and Your Personal Brand Elisabeth Fraser Au-Yeung Monterey/Carmel
05:00 PM - 05:30 PM Sponsor Highlights Gary Hines Monterey/Carmel
05:30 PM - 07:00 PM Cocktail Reception Sponsors Poolside Foyer
Saturday, April 25th
Time Session Speaker Location
07:30 AM - 08:15 AM Breakfast - Sponsor Booths Open   Monterey/Carmel
08:15 AM - 09:00 AM CABB Update Richard Schammel and Board Monterey/Carmel
09:00 AM - 09:20 AM CABB Forms Bob Brooks Monterey/Carmel
09:20 AM - 09:45 AM Legal Update Bill Priest Monterey/Carmel
09:45 AM - 10:15 AM Collaborative Breakout Sessions Conference Committee Monterey/Carmel
10:15 AM - 11:00 AM Collaborative Breakouts Session 1 | Potential Topics

Jump Starting Your Broker Career with Best Practices
Systems & Processes - Key Success Tools in Business Brokerage
Most Probable Selling Price - What Goes Into a Business Valuation
11:15 AM - 12:00 AM Collaborative Breakouts Session 2 | Potential Topics

Marketing for Listings - What's Working
Using Social Media to Gain Clients
Discerning Between the "Ok" listings & "Great" Listings
12:00 PM - 01:30 PM Lunch - How Structuring & Tax Strategies Help Close Deals Monty Walker Monterey/Carmel
01:45 PM - 02:30 PM Collaborative Breakouts Session 3 | Potential Topics

Broker Specialization
Preparing for Due Diligence - Ideas to Ensure Process Goes Smoothly
Landlords & Leases - The Good, Bad & Ugly
2:30 PM - 03:00 PM Roundtables, Give-Aways, Wrap-Up   Monterey/Carmel


The 2015 Annual Conference will include various sessions for both new brokers and experienced brokers. All attendees are encouraged to participate in the sessions from which you will learn the most! A list of the 2015 sessions including topics, presenters and descriptions is provided below:

Build Rapport & Close Deals

Presented by: Laura A. Bruno
Friday, April 24th - 1:15pm to 2:45pm

In today's business climate, relationships are the key to success. This presentation provides new ways to build rewarding and effective relationships with current and potential clients. Use these unique tools to deepen your strategic partners, deepen relationships and close more deals. Laura helps business professionals make more money... have more fun... using a proven and effective system...That is all about building professional relationships. She has led over 500 workshops and spoken at hundreds of events.

Speaker Biography

Laura A Bruno is a trainer, speaker, business consultant and soon to be author of her first book, 10 Steps to Referral Success. She has been in business since 2004. Laura is a Certified Professional Behavioral Analyst and a Certified Professional Motivational Analyst, which simply means she has spent a lot of time and money getting certified in DISC, the universal language of behavior styles and in Motivators, why we do what we do.

Laura helps business professionals build strategic partners to receive more referrals utilizing a proven and effective system for the past eleven years. She leads workshops and offers individual consulting.

Won the Rising Star Award with NAWBO in 2010
Won the Extraordinary Connector Award in 2013

Anatomy of a Successful Small-Cap M&A Deal

Presented by: Len Krick
Friday, April 24th - 3:00pm to 4:15pm

Review the basic M&A process from start to finish by taking an in-depth look at a real-life case study of a successful small-cap transaction, all the ups and downs included, with Len Krick of Sunbelt Business Brokers. Intermediaries will come away with a deeper understanding of a successful deal step by step, including all of the control systems, forms, and materials required and generated during the process. These resources and materials, which include the target marketing database, marketing letters, teaser and confidentiality agreements, the CBR and valuation, meeting agendas, letters of intent, definitive agreements, and the broker's commission, will be distributed to attendees. Flow diagrams and Gantt charts highlighting the deal process flow and transaction team responsibilities are also shared.

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.

The power of YOU- and your Personal Brand

Presented by: Elisabeth Fraser Au
Friday, April 24th - 4:15pm to 5:00pm

In a competitive market, personal branding, if done correctly, will allow you to create a strategic advantage over your competition. Personal branding is the process whereby people and their careers are marked as brands. The process is defined as the creation of an asset that pertains to a particular person or individual. Studies show executives and business owners with strong personal brands have a better chance of success in business. This presentation will provide tools and methods for creating and upholding YOUR personal brand.

Speaker Biography

Elisabeth Fraser Au-Yeung is a seasoned marketing executive with over fifteen years of experience directing Global and US marketing organizations for Professional Services and Technology firms including Sensiba San Filippo, KPMG LLP, Deloitte Consulting, PeopleSoft and Oracle. She takes a passionate approach to serving as "trusted advisor" to CEO's, board members, and senior executives on market strategies, Go-to-Market initiatives and "out of the box" marketing and communications campaigns that directly contribute to revenue growth. She has deep expertise with aligning a firm's marketing initiatives with their "field" goals including revenue growth and brand eminence, that result in firms far exceeding their revenue goals and improving their overall market eminence.

How Structuring and Tax Strategies Help Close Deals

Presented by: Monty Walker
Saturday, April 25th - 12:00pm to 1:30pm

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 2014.

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.


CABB Courses are not included in the Full Conference registration, please purchase separately. You do not need to purchase a Full Conference registration in order to attend a CABB course. 

Course Pricing Member Non-Member
CABB 101 $249 $349
CABB 501 $149 N/A

Click Here to register for CABB 101 at the Conference.

Click Here to Register for CABB 501 at the Conference.

Conference & Onsite Guide Sponsor:

Plumas Bank

Workshop Sponsors:

Focus Business Bank
Pacific Premier Bank
Link Business
Sweeney Mason Wilson & Bosomworth


Bay Area Escrow Services
Business Valuation Resources
Trans Pacific National Bank
Technology Credit Union
Valley Inventory Service, Inc.
ValuSource (IBA Market Database)
1800 Biz-Broker
SBL Consulting
Sensiba San Filippo LLP
The Priest Law Offices