Registration is closed for this event

Note: CABB 101 and CABB 201 are pre-requisites for CABB 501. Attendees are required to have at least 5 years of full-time Business Brokerage experience and currently practicing in the profession.

CABB is dedicated to providing the best education for business brokers and intermediaries and has developed a wide range of courses on various topics that will help you provide value to your clients and manage your practice. Our educational courses are developed and taught by subject matter experts who are also practitioners.

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.

CABB Advanced Business Brokerage Forum Summary

An open forum discussion with Business Broker veterans on topics such as:

  • Review and update on new brokerage tools, CRM’s, VDR’s, marketing, packaging, etc.
  • Securities licensing requirements in California for stock sales
  • Legal updates on important topics
  • Updates on CABB forms or suggestions on improving the forms or adding additional forms
  • Opinions of Value/MPSP’s, up-front fees or no cost?
  • PeerComps, Business Reference Guide, and other CABB or IBBA benefits
  • Agency Disclosure Statements – best practices
  • How to handle mandatory sick leave pay (3 days or 36 hours a year)
  • How to handle A/R, A/P, and working capital
  • “No Shop Clause” for Main Street, or how do you handle marketing once an offer is accepted –Do you take the business off the market? Will you accept other offers?
  • Dealing with difficult landlords – transferring leases
  • SBA financing – new 2018 guidelines and how have you structured certain terms when SBA is involved
  • Seller Finance – Pros and Cons. How do you handle this (buyer’s credit report, financial statement, note, PG, etc.)
  • Reducing liability for Business Brokers. What do you do to avoid being involved in a lawsuit?
  • Records Retention including e-mails – what is your firm’s policy?
  • How do you handle record exchanges with Due Diligence (DropBox, ShareFile, etc.)
  • Do you carry Worker’s Comp or E&O?

Open discussion by attendees on one or two of their hardest, or most interesting, or most complicated deal (successfully closed or not) for discussion among all. Be prepared to discuss the issues involved, and how they were remedied.


Wednesday, September 25, 2019 | 10:00 am - 4:00pm 


DoubleTree By Hilton San Jose
Room: Santa Clara
2050 Gateway Place
San Jose, CA 95110

Ron Johnson


  • Member:  $149.00
  • Non-Member: $249.00

Thank You To Our Lunch Sponsor:

Refund Policy:
All education fees are non-refundable and must be used within 12 months of the date the payment was received. Any cancellation or no show less than 14 days prior to the course will be assessed an administrative fee of $35 to re-schedule the course at a later date. For more details on our refund policy CLICK HERE 

September 25th, 2019 10:00 AM   through   4:00 PM
2050 Gateway Place
San Jose, CA 95110
United States

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Phone 1: 866-972-2220
Event Fee(s)
CABB 501 Course Fee
Member $ 149.00
Non-Member $ 249.00

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