CABB, IBBA, AND M&A SOURCE 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, IBBA, AND M&A SOURCE COURSE.


CABB 101 - Introduction to California Business Brokerage
Tuesday, September 24 and Wednesday, September 25 | 8:00 am - 5:00 pm

This 2-day, 15-hour course covers all aspects of business brokerage in California. The history, business brokerage standards, code of ethics, and professional designation and licensing are all covered. The course also teaches you the basics of "SDE," which is recasting seller's discretionary earnings, comps databases, and techniques for closing the sale. All new members are required to take CABB 101 within 9 months of joining.

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CABB 201 - Advanced Recasting and Business Valuation
Tuesday, September 24 and Wednesday, September 25 | 8:00 am - 5:00 pm

With this course, you can... obtain your CBB and do business valuations from recasting the profits to determine the real “Seller’s Discretionary Earnings” (SDE); recasting a Balance Sheet; conducting a risk Analysis; determining a Broker's Opinion of Value for both Assets and Stock through a Multiple of Discretionary Earnings Methodology; Excess Earnings Methodology which looks at cap rate and rate of return on capital/assets; Selling Price Analysis from a Cash Flow Perspective Methodology and analyzing Comps.

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CABB 501 - CBB Renewal
Wednesday, September 25 | 10:00 am - 4:00 pm

This course is a unique opportunity to participate in an open forum discussion with Veteran Business Brokers who do business in California. It reinforces the idea that CBB's are the true professionals in our field and that we can always learn from each other. Since all attendees are experienced CBB's we encourage all of you to come to the class prepared to participate so we can all benefit from the group’s experience. Veteran Business Brokers who have taken this class have commented on how valuable it was to interact with other professionals in our industry and to get updated on current, relevant issues in our profession.

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CABB 250 - Legal Aspects of Business Sales in California
Saturday, September 28 | 8:00 am - 5:00 pm

This 8-hour course is designed for California business brokers at all experience levels. The purpose of this course is to examine a variety of aspects of small business transactions from a legal perspective and gain a better understanding of the way attorneys view transactions. By having a better understanding of the legal aspects and attorney viewpoints, brokers will be in a position to (a) foresee potential issues before they arise, (b) have more informed conversations with attorneys which may help them save transactions from "death by lawyer", (c) be able to better represent their clients by identifying and addressing issues that may create unwanted legal liability, (d) preserve and protect their broker fees, and (e) avoid litigation and stay out of court.

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M&A Source Course #446: Working with Tax Returns in an M&A Transaction
Thursday, September 26 | 8:00 am - 12:00 pm

Tax Returns are utilized for businesses of all sizes as a key resource to provide insight into not only the tax matters of a business but also the current and historical operating results of a business. Although there is some similarity between how information is presented in a tax return versus a set of financial statements, there are also significant reporting differences. Further complication is added by the fact that tax returns between different entity types also have differing ways of reporting information.

The ability to read a tax return, locate information and interpret what is presented in a tax return is critical to an intermediary’s knowledge base. This course will cover the tax return for a C-Corporation, S-Corporation and an LLC taxed as a Partnership. The sections and structure of the various tax returns will be reviewed. The requirements for reporting information will be covered as well as how information is presented differently in a tax return versus a financial statement. This course will be a great refresher for some and a new frontier of information for others. Regardless of your years of experience, the information covered will benefit your ability to serve your clients.

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IBBA Course #310: How to Win Listing Engagements with Larger Businesses (>$1M)
Thursday, September 26 | 8:00 am - 12:00 pm

This course will teach you how to successfully identify and engage sellers of larger businesses with values greater than $1 million. You will learn how to identify the large-business markets and how to get the attention of the decision-maker. You will be shown how to motivate the owners to sell and how to guide them through the selling decision. By educating the owner, you will be able to win the listing agreement.

Click here to learn more and register online today!