The Forms Committee maintains, improves and develops business brokerage forms for use by CABB members.

Areas of Responsibility:

  • Continuously improve existing forms and keep them up to date with changing regulations, market conditions, and best practices
  • Review major forms annually and keep minor forms in sync
  • Develop new forms to fill in the business acquisition documentation gap, further eliminate the potential for business brokers to be vulnerable to “practicing law” and improve the quality of benefits to members
  • Respond to member feedback and questions regarding forms

2019 Achievements:

  • Created Forms Technical Sub-Committee
  • Identified Affordable Solution to Protect CABB Forms 
  • Created New LOI Form
  • Created New Lease Assignment Form
  • Created New LOI Addendum Form
  • Updated APA to be consistent with LOI, increase protection to CABB members and address comments raised at CABB Conference
  • Updated Representation Agreement to be consistent with APA venue

2020 Goals:

  • Create Solution to Protect CABB Forms
  • Create a New Lease Assignment Form
  • Create New LOI Form
  • Update Stock Purchase Agreement


  • Stock Purchase Agreement
  • Rep Agreement Tutorial
  • Implementation of Form Protection Solution
  • LOI for Stock Purchase
  • Forms Auto-Populate Solution


2020 Chair: Ed Fixen

Meetings: Every second Wednesday from 12:00 pm - 2:00 pm.

Contact Ed if you'd like to learn more!

Forms Committee Members:

  • Joe Atchison (Broker)
  • Bob Brooks (Forms Co-Chair)
  • David Burgess (Attorney)
  • Jordan Reis Cohen (Attorney)
  • Matt Coletta (Broker)
  • Douglas Dal Cielo (Attorney)
  • Tom Georgiana (Attorney)
  • Phil Holt (Broker)
  • Soo Kong Lim (Broker)
  • Michael Mogin (Broker)
  • Dave Richards (Broker)
  • Greg Roberti (Broker)
  • Joe Schneider (Broker)
  • Julian Solomons (Broker)
  • Romin Thomson (Attorney)
  • Scott Williams (Attorney)
  • John Woodman (Broker)