2016 CABB Annual Conference
April 15-16, 2016
Burbank Airport Marriott

Learn, Grow, Succeed: IT ALL STARTS HERE!

Register Now!

Registration is now open for the 2016 Annual Conference. Join us in sunny Burbank, California for several days of training, networking, education and relationship building.

Conference activities will take place April 15-16, with CABB 101, 201 & 501 courses offered before conference activities get started. 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 Learn, Grow and Succeed in 2016 and beyond!

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

 Click the links below for more information:

Registration Info
Hotel and Travel
Sponors & Exhibitors
Become a Sponsor

The schedule listed below is subject to change. Please check back often for the latest information on the 2016 CABB Annual Conference.

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

Wednesday, April 13th
Time Session Speaker Location
8:00 AM - 5:00 PM CABB 101 - Introduction to Business Brokerage - Day 1 Steve Zimmerman Parlor 131
8:00 AM - 5:00 PM CABB 201 - Advanced Recasting & Business Valuation - Day 1 Lance Schmidt Parlor 127
Thursday, April 14th
Time Session Speaker Location
8:00 AM - 5:00 PM CABB 101 - Introduction to Business Brokerage - Day 2 Steve Zimmerman Parlor 131
8:00 AM - 5:00 PM CABB 201 - Advanced Recasting & Business Valuation - Day 2 Lance Schmidt Parlor 127
10:00 AM - 5:00 PM CABB 501 - Certified Business Broker (CBB) Renewal Ron Johnson and 
Matt Coletta
Sunset A
Friday, April 15th
Time Session Speaker Location
12:00 PM - 5:30 PM Registration Desk Open   Academy 4-5
12:00 PM - 7:00 PM Sponsor Booths Open   Convention Center Foyer
01:00 PM - 01:15 PM Welcome to the 2016 CABB Conference Amy Cole, Conference Chair Academy 4-5
01:15 PM - 02:45 PM People Are Watching! How Your Reputation Affects Your Success Jonathan Fitzgarrald, Managing Partner, Equinox Strategy Partners Academy 4-5
02:45 PM - 03:00 PM Break Break Break
03:00 PM - 04:40 PM The "Deal Doctors" Panel Discussion Len Krick, Sunbelt Business Advisors, Monty Walker, Thomas Georgianna Academy 4-5
04:40 PM - 05:00 PM CABB Forms Forms Committee Academy 4-5
05:00 PM - 05:30 PM Sponsor Highlights Gary Hines, Director, Affiliate & Sponsor Program Academy 4-5
05:30 PM - 07:00 PM Cocktail Reception Sponsors Convention Center Foyer
Saturday, April 16th
Time Session Speaker Location
07:30 AM - 08:15 AM Breakfast - Sponsor Booths Open   Convention Center Foyer
08:15 AM - 09:15 AM CABB Update Matt Coletta, CABB President and Board of Directors Academy 4-5
09:15 AM - 09:45 AM Legal Update Bill Priest, Mediator/Arbitrator, RE Law Instructor/Attorney Academy 4-5
09:45 AM - 10:15 AM Collaborative Breakout Sessions Conference Committee Academy 4-5
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 PM 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 - 02:00 PM Lunch - Structuring & Tax Strategies to Close Deals Monty Walker Academy 4-5
02:15 PM - 03:00 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
3:00 PM - 03:30 PM Roundtables, Give-Aways, Wrap-Up   Academy 4-5


The 2016 Annual Conference will include various sessions for both new brokers and experienced brokers. A list of the 2016 sessions including topics, presenters and descriptions will be provided - check back soon.

People are Watching! How Your Reputation Affects Your Success

Presented by: Jonathan R. Fitzgarrald
Friday, April 15th - 1:15pm to 2:45pm

Within one quarter of one second, you have been sized-up! Your ability to be effective in your role, compelling with key audiences, and sought after as a "trusted advisor" largely depends on the image you portray and how others perceive you. Are you properly managing your personal brand or allowing others to make-up their own preconceived notions about you and your ability to perform? Through real-life scenarios and high-profile examples, learn how to position yourself as the “go to” authority in your practice area, leverage your distinguishing characteristics, and create a lasting impression that will give you entry into new circles of business.

Speaker Biography

Jonathan Fitzgarrald is Managing Partner of Equinox Strategy Partners, providing service professionals and firms with strategic counsel to drive revenue and increase market visibility. For nearly two decades and prior to founding Equinox Strategy Partners, Jonathan directed the sales and marketing at three, top business law firms.

Prior to his focus in professional services, Jonathan held senior-level sales and communications positions at various public and private companies within the high-tech, telecommunications, electronics, health care, and consumer products industries.

A clear, dynamic, and diplomatic communicator, Jonathan regularly speaks and presents to professional audiences on various business development and marketing topics.  He has been quoted in such publications as The Wall Street Journal, Los Angeles Times, The American Lawyer, the National Law Journal, The Recorder, ABA Journal, Strategies: The Journal of Legal Marketing, City News Service and on The CBS Evening News with Katie Couric, KNBC.com and Law.com.

For five years, Jonathan was a broadcast journalist and news anchor for a television network in San Francisco.  He is an accomplished equestrian, and is fluent in Spanish.

The "Deal Doctors" Panel Discussion

Moderated by: Len Krick
Friday, April 15th - 3:00pm to 4:40pm

Join Len Krick and for the highly informative panel discussion "The Deal Doctors". The CABB "Deal Doctors" clinic will be open and working to help you and other attendees identify problem-solving solutions during this structured workshop.

Deal-breakers will be considered during the workshop from problems submitted before the conference. If you are interested in submitting a problem that is keeping your listing from selling or deal from closing, complete the Patient Intake Form and submit to cabb@cabb.org by Friday, April 8th. The deal doctors will evaluate each patient and decide which deals live and which deals die.

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.

How Structuring and Tax Strategies Help Close Deals

Presented by: Monty Walker
Saturday, April 16th - 12:00pm to 2:00pm

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 2015.

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 - Introduction to Business Brokerage $249 $349
CABB 201 - Advanced Recasting & Valuations $249 $349


Click Here to register for CABB 101 at the Conference.

Click Here to register for CABB 201 at the Conference.

Thank you to all of our 2016 Sponsors and Exhibitors who make our conference possible. Check back frequently for more information on the sponsors and exhibitors who will be attending the conference.

Featured Speaker Sponsor:

Escrow World

Cocktail Sponsor:

Sweeney, Mason, Wilson & Bosomworth

Onsite Guide:

Plumas Bank


Glen Oaks Escrow
Wells Fargo
Exit Planning Consultancy
Green Escrow Services
Hana Small Business Lending, Inc.


Technology Credit Union
Business Valuations Resource
Boyd Law
Cutco Closing Gifts
McGovern Escrow Services
Valley Inventory Services
Bill Priest
Tower Escrow
TriNet Ambitions Realized