*This is a draft schedule and is subject to change
Join us for an engaging session on how business brokers can maximize their efficiency and success. Discover best practices, learn about the latest technology tools, and explore strategies to boost your production. This presentation will provide practical tips and innovative ideas to help you become more effective and stay ahead in the ever-evolving world of business brokerage. Don't miss this opportunity to future-proof your brokerage and achieve better results!
In today's fast-paced business landscape, the marriage of technology with human expertise is empowering brokers to redefine the roles within their business. During this workshop we will remove the confusion around AI, offering a clear understanding of its capabilities and how it can be harnessed effectively. Through in-depth exploration of specific M&A intermediary case studies, attendees will gain actionable insights into selecting and implementing AI tools. While AI continues to gain traction, human capital remains a pivotal force, often outperforming technology with meaningful customer service, project management, and lead generation. This event is your compass to navigate the exciting future of the industry. You will leave with a comprehensive understanding of where and how to effectively utilize specific tools into your practice. Firms that engage with VA and AI benefit from streamlined operations, allowing the broker to focus on the highest-value activities.
Workshop 1A - Sequoia 1 & 2
Maximizing Efficiency with Legito Forms
Sponsored By: SV Consultants
Tawnya Gilreath
Join us for an interactive workshop where we will dive into the powerful capabilities of the Legito platform and how to quickly and easily prepare your business transaction documents. We will explore best practices for utilizing the platform to streamline transaction management, enhance process efficiency, and reduce administrative burdens. Bring your questions and get ready to transform your processes and save yourself hours pre transaction using CABB/Legito Forms.
Workshop 1B - Sequoia 3 & 4
Do's and Don'ts for A Smooth Escrow
Sponsored By: The Accounting Dr.
Sally Rowshan
This presentation will highlight the do's and don'ts to ensure a smooth escrow transaction.
Workshop 1C - Bay Laurel Ballroom
Drunken Contractors: Preventing ABC & CSLB from Killing the Deal
Sponsored By: Ziprick Law
Blake Wells & Mia Saling
Buyers mistakenly think that “assets” include the Seller’s licenses. Unfortunately, most licenses are non-assignable, and even when they are, it takes strategic planning by the broker to ensure deals don’t fall apart. In this informative session, Blake Wells, Esq. and Mia Saling, Esq. of The Small Business Law Firm will highlight how brokers can work with Buyers and Sellers to keep the deal on track to get license contingencies satisfied. Special emphasis will be on Alcoholic Beverage Control and Contractors State License Board.
Workshop 2A - Sequoia 1 & 2
Leveraging Your Networking Efforts
Sponsored By: Grace Wealth
Kelli Holmes
Learn everything a Master Networker did to build her businesses
• Are you getting a return on investment from your networking efforts?
• Do you want to learn how to convert your time into money?
• If you can’t afford to hire a sales team, then networking IS a must.
• Learn how to leverage relationships into revenue.
Workshop 2B - Bay Laurel Ballroom
Negotiating Lease Assignments When You Sell a Business
Sponsored By: Brick & Mortar Legal
Dale Willerton
If you have ever lost a sale or been delayed in the closing of a business sale because the landlord would not cooperate with a Lease Assignment, this is a must attend session. The key is anticipating the obstacles in advance and dealing with them before or even after finding a buyer. Willerton has negotiated hundreds of lease assignments for tenants since 1993 and will show you his success formula step by step. The workshop will also include how to advise your client on the best leasing strategies for them as they sell their business, including opportunities to have the buyer enter into their own new lease agreement so no assignment is required at all.
Workshop 2C - Sequoia 3 & 4
Things I Wish I Knew When I Started in Business Brokerage
Sponsored By: MetLife
Panel Discussion: Matt Coletta, Greg Michail, Aaron Thom, Tony Moran
Year 2024 – Key Topics and Trends (Tax Deferral Strategies, Employee Retention Credit, ROBS Compliance Issues, Tax Changes, and Much More)
Tax deferral, reduction and elimination strategies. We’ll review some that work, some that don’t and some that are nothing but a Whole Lotta Ugly. ROBS structures are used by Buyers to provide capital. We will go over some important ROBS compliance issues that will lead to Prohibited Transactions. Can claiming Employee Retention Credits be problematic for a business transaction? Let’s find out. Do you want some transaction structuring ideas? The structuring of a real transaction will be covered. This presentation will be fast paced and full of vital deal impacting information.