Thursday, September 17, 2020
10:00 am - 11:30 am (PDT)
The US & California Economy

An economic overview by Dr. Robert Eyler, Professor of Economics and Director of the Center for Regional Economic Analysis at Sonoma State University. Dr. Eyler will provide insight into the US and California economies with an eye on the Covid-19 effects to specific industries.

Presented by Robert Eyler
Dr. Robert Eyler is Dean of the School of Extended and International Education at Sonoma State University. Dr. Eyler is Professor of Economics and Director of the Center for Regional Economic Analysis at Sonoma State University, where he has been teaching since 1995. He earned a Ph.D. from the University of California, Davis in 1998. He earned a B.A. in Economics at CSU, Chico in 1992. Dr. Eyler also serves on the board of directors of Redwood Credit Union, a $7 billion nonprofit financial cooperative.  Robert also serves on the board of directors of SommSelect, a wine curation company.

Dr. Eyler is the author of two books and several academic articles concerning economic sanctions, the economics of the wine industry, and monetary economics. He is often called up by the media for his expert input into the economic climate, acted as an expert witness in interstate trade litigation, and as a forensic economist. Dr. Eyler has also acted as the CEO of Marin Economic Forum from 2009 to 2015. He has been a visiting scholar at both the University of Bologna and Stanford University. He is married and has one daughter, Luciana, and is a native of Sonoma County, California. His family have been sheep and cattle ranchers in Marin and Sonoma counties since 1910.

1:00 pm - 2:30 pm (PDT)
Marketing Bootcamp - Generating Listings

Get a good night’s sleep before this intense webinar, because we are going to “Boot Camp” with Len Krick. Building and maintaining a pipeline of 12-15 quality listings, priced correctly, is crucial to long-term success of all business brokers.  In this webinar, we will cover the basics of effective marketing collateral material and meeting with a Seller Prospect.  We will also discuss “Reactive Marketing Methods”, including direct mail, networking, advertising, and social networking.  Then we will look at “Proactive Marketing Methods,” including cold calling, cold canvassing, drop notes, listing appointment setters, and email blasts. Examples of successful prospecting campaigns and materials will be used throughout the webinar. A copy of this webinar will be available to CABB 2020 Virtual Conference participants.

Presented by Len Krick
Prior to his retirement from actively representing clients in the sale of their businesses, Len Krick was the President and Corporate Broker of Sunbelt Business Brokers of Las Vegas from 2000 through 2015. Over those years, he completed nearly 1,000 transactions ranging from $50,000 to $32.6 million. While Len is still affiliated with the Las Vegas office, he is now the educational consultant for Sunbelt Business Brokers corporate office.  In that capacity, to-date, he has: (a) developed and presented 34 monthly, 90-minute, educational webinars, (b) coaches all new franchisees in an 8-week training program, and (c) developed and instructs two of the nine modules in Sunbelt’s Certified Main Street Business Broker (“CMSBB”) professional designation series.

Mr. Krick has over forty years’ business 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 co-founded, took public on NASDAQ, and served as President for two very successful companies: Europa Cruises Corporation in 1989, and Casino Magic Corp. in 1992.

Friday, September 18, 2020
10:00 am - 11:30 am (PDT)
State Guarantee Loan Program

Were you aware that the SBA loan program is not the only option to allow Buyers to finance a business acquisition?  During this workshop, our members will learn about how the State Small Business Loan Guarantee Program works its similarities and differences to SBA loans, and instances that Buyers and Brokers might explore its use.

Presented by Nur Nadir

Nur Nadir serves as a Vice President with American Business Bank (OTCQX Symbol: AMBZ), a $3.2 Billion commercial bank with headquarters in Los Angeles.  Nur is a Banker that serves as a Financial Partner to Principals, Business Owners and Founders.  Prior to joining American Business Bank, Nur was a Banker with Silicon Valley Bank, Wells Fargo and Citizens Business Bank.

His focus includes providing asset and stock acquisition financing to allow companies and individuals to acquire existing practices and businesses.  Other areas of focus include partner buy out financing, working capital (lines of credit), expansion and startup financing.

Nur has spoken and lectured on a number of panel discussions regarding commercial debt and finance topics.  In addition, Nur served as a business plan judge for several years at the annual UCLA Knapp Venture Competition.

Nur is a graduate of The George L. Argyros School of Business and Economics at Chapman University.  Mr. Nadir earned a Bachelor of Science Business degree with a double emphasis in Finance and International Business.  While attending Chapman, Nur completed a 90 day management consulting project for Singapore Airlines while residing in Singapore.  Nur has traveled to 20+ countries.

1:00 pm - 2:30 pm (PDT)
Ask The Attorney Panel

Three experienced “deal friendly” legal counsel lead an interactive session covering a wide range of legal topics relating to California Business Brokers and their deals. Gain insights and perspectives, while also learning ways to avoid the ever-present potential land mines and challenges which often lie hidden in the transaction landscape. The attorneys will also discuss “war stories” to illustrate “do’s” and “don’ts” for a Broker as you work toward a successful closing. A major focus of the session will be the attorneys addressing your questions and concerns, so be sure to bring your tough questions for the chance to “stump” the attorneys!

Thomas D. Georgianna, Esq.

Managing Litigating Attorney at Boyd Law
(Orange County)

Romin P. Thomson
, Esq.
Shareholder at Sweeney, Mason, LLP
(Bay Area)

William F. Ziprick
, Esq.
Business Law Firm of William F. Ziprick
(Inland Empire)

Attorney Thomas D. Georgianna is the Managing Attorney of the Civil Litigation and Chapter 11 Bankruptcy Division of Boyd Law. He practices in the area of general business litigation and commercial arbitration. Attorney Georgianna is a graduate of the Brooklyn Law School (J.D. 2001)

Attorney Romin P. Thomson, Shareholder at Sweeney, Mason, LLP, has been representing businesses in the Silicon Valley since obtaining his law degree from the Santa Clara University School of Law in 1997. He regularly assists clients with capital transaction, mergers and acquisitions, securities law issues, intellectual property issues, and general corporate matters.

Attorney William F. Ziprick’s practice focuses on representing clients in business sales and purchases, contract negotiations, real estate transactions and counseling both for-profit and non-profit business entities. Attorney Ziprick is a graduate of the UCLA School of Law (1980).

2:50 pm—3:30 pm (PDT)
Networking Breakout Session

Get to know your Business Brokers, debrief on what you heard about, share your experience, knowledge, and best practices. Groups are open to choose their own discussion topics.

There will be two (2) twenty-minutes sessions and attendees will be broken out into groups of 3 to 4 individuals.

Groups will be randomly assigned and re-assigned after the first twenty minutes.

*Please be ready to un-mute yourselves to participate in the discussions.

Thursday, September 24, 2020
10:00 am - 11:30 am (PDT)
Supercharging Your Results And Business Success

Do you believe that you are falling short of the goals you know you are capable of achieving? Is your business growing as quickly as you desire?

What separates one business person from another? Why does one succeed and another struggle? Business success requires more than just knowledge. It also involves attitudes, values, and beliefs.

By attending this session, you will learn about:

  1. The five dimensions of knowledge, skills and values and how conflicts between these dimensions can torpedo your productivity, growth, achievement drive, self-respect and personal life satisfaction.
  2. The 10 barriers of success and prosperity.
  3. The 4 traits of highly successful salespeople.
  4. The Law of Limited Belief.

You will also have the opportunity to take a mini self-assessment of the 4 traits of highly successful people, as well as sharing ideas and insights with other participants.

Would you like to achieve all that you are capable of achieving? If so, attend this session to "Super Charge Your Goals and Business Success."

Presented by Bob Arzt
Bob is President of Polaris One He coaches sales professionals, business owners and entrepreneurs who want to achieve more in their business and personal lives. His company partners with individuals and companies to increase sales, customer loyalty, strategic planning and organizational growth. Bob brings 35+ years of experience in these areas.

1:00 pm - 2:30 pm (PDT)
Making Money And Compliance Brokering Commercial Leases

Are you looking for new revenue streams to add to your practice or do you get stuck in the middle of lease negotiations when brokering a business transaction? Learn the ins and outs of brokering commercial leases in California, including best practices, necessary forms in order to be compliant, and clauses that are important to be aware of.

Monty Walker

Presented by David Scarpinato
David is a Principal at Lee & Associates Commercial Real Estate.  He has over 24 years of experience, first as a commercial lender and then as a real estate broker.  He achieved numerous accolades during his banking career, which lead him to believe that he could be a greater asset to his clients by advising them on their real estate transactions.  In 2009, he was honored to receive the companywide Rookie of the Year Award during his first full year as a real estate broker and has been a perennial top producer ever since.  David joined Lee & Associates in 2017, advising his clients on office and industrial sales and leasing transactions.  He holds a BS in Finance from the University of Arizona.  In his free time, he likes photography, cooking and traveling. ​

Friday, September 25, 2020
10:00 am - 11:30 am (PDT)
Top 10 Legal Mistakes Made By Business Brokers

Business brokerage is a dangerous business.  While the risk of physical harm may be low, the risk of being dragged into a lawsuit is ever increasing.  Are you making any mistakes that might increase that risk?

In this informative session, attorney Scott Williams of The Small Business Law Firm, P.C. will share with you the Top 10 Legal Mistakes (and how to avoid them).  We will look at broker forms, addendums, insurance, corporate entities, and operating practices.  

Presented by Scott Williams, Esq.
Scott is the founder and principal attorney of The Small Business Law Firm, P.C., which focuses on startups, acquisitions, and mergers for small businesses. The Small Business Law Firm, P.C. is an affiliate CABB member, and Scott serves on our Forms Committee.  His firm focuses on M&A work, entity formations, partnership disputes, and representation of brokers.

Scott began as a young entrepreneur himself, having started his own business at the age of 16. He later sold that business upon entering active duty as an officer in the United States Air Force. Scott served as a Minuteman III Missile Combat Crew Commander and achieved the rank of Captain.

Scott is also a licensed commercial pilot with multi-engine and instrument ratings and has over 2,000 flight hours. He is the Vice President of the Cirrus Pilots and Owners Association.

1:00 pm - 2:30 pm (PDT)
Application of Tax and Industry Changes

Monty Walker will discuss the recent tax and industry changes along with the practical applications in our business transactions. Case studies will be used as applicable.

Monty Walker

Presented by Monty Walker
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.