2018 IBBA Annual Conference

New Orleans, Louisiana
Friday, May 04, 2018
MASTERMIND SESSIONS

Experience growth from Peer Insights into Best Practices at our Mastermind Sessions! Time after time we hear the reason that attendees keep coming back to our conferences are the trade secrets that they’re able to pick up by interacting with their fellow intermediaries. Rather than gaining this information during the breaks in between formal workshops and classes, Mastermind Sessions allow for dedicated time allocated to intense conversations centered around the issues that matter most to business intermediaries with typically no more than 15 of your peers. Topics of discussion range from successful strategies to gain new listings, to tips on preparing the buyers and sellers for the sales process.

Help Us Build The Agenda!
Interested in suggesting and facilitating a Mastermind topic? To submit a topic, fill out this form and join us as we build the afternoon’s agenda.

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WORKSHOP SESSIONS

Whether you are an experienced Business Broker or are new to the industry, IBBA Workshops will provide you with the opportunity to build upon your skill set in three categories: The Next Level, Fast Track To Success, and Franchise Sales Dynamics.


Saturday, May 5th 

8:30 am – 10:00 am

Title: Acquisition Financing Changes for 2018
Presenter: Steve Mariani 
Track: “The Next Level”


Title: 
Using a Virtual Assistant to Grow Your Practice
Presenter: Jessica Fialkovich and Jaclyn Poole
Track: “Fast Track To Success”


Title: 
The Listing Committee
Presenter:
 Suzanne De Lucia
Track: "The Next Level"


Title: 
Digital Marketing: What's Hot and What's Not!
Presenter: 
Andrew Rogerson
Track: "The Next Level"   


Title: 
Resale Franchises: Why They Should Be A Part of Your Inventory and How To Be Successful Selling Them
Presenter: Joseph Harrell
Track: "Franchise Sales Dynamics"


10:45 am – 12:15 pm

Title: Selling Professional Services with a Retainer
Presenter: Doug Robbins
Track: "Fast Track to Success"

Title: 
Professional Liability for Business Brokers
Presenter: Chuck Brady
Track: “Fast Track to Success”

Title: Industry Specialization-Innovative Techniques Used To Promote Profitable Results
Presenter: Steve Zimmerman
Track: "The Next Level"

Title: 
The Tax Doctor Is In The Building
Presenter: Dr. Bart Basi
Track: “Fast Track To Success”

Title: 
How Does the Sale of a Franchise Differ from the Sale of a Non-Franchise Business?
Presenter: Steve Rosen
Track: “Franchise Sale Dynamics”

1:30 pm – 3:00 pm

Title: Most Common Roadblocks To Closing Transactions and How To Overcome Them
Presenter: David Garner
Track: "Fast Track to Success"

Title: Sheltering the Capital Gains Tax When Selling Your Business
Presenter: E. Ronald Lara
Track: "The Next Level"

Title: 
Helping Buyers and Sellers Successfully Navigate Franchise Loan Approval
Presenter: Phil Winn
Track: "Franchise Sale Dynamics"

Title: 
The 2017 U.S. Tax Law and Its Impact on the Brokerage Industry and Their Clients
Presenter: Dr. Bart Basi
Track: "Fast Track To Success"

Title: 
Practice Management: Ways To Manage a Business Broker Office - Pros and Cons
Presenter: Lou Vescio
Track: "The Next Level"

3:30 pm – 5:00 pm

Title: Utilizing Technology to Sell Businesses
Presenter: Ismael Wrixen
Track: "The Next Level"


Title: Using Transaction Data To Determine a Probable Selling Price
Presenter: Dave Miles, CPA
Track: "Fast Track to Success"


Title: SDE vs. EBITDA
Presenter: Mike Adhikari
Track: "The Next Level"

Title: 
Social Media Marketing To Advance Your Business
Presenter: Cole Buergi & Noelle Cutler
Track: "The Next Level"

Title: 
The Do's and Don'ts of Offering Memorandums, a Lender's Perspective
Presenter: Steve Mariani
Track: "Fast Track to Success"



Sunday, May 6th

8:30 am – 10:00 am

Title: 3 Step Process to Increase ROT: An Analytical Approach to Client Selection, Market Reputation and Top Earnings
Presenter: Barry Johnson
Track: "The Next Level"

Title: 
Practice Management: Ways To Manage a Business Broker Office - Pros and Cons
Presenter: Lou Vescio
Track: "The Next Level"

Title: 
There's a Hole in the Bucket - Find and Stop the Leaks in Your Business
Presenter: Chris Jones
Track: "The Next Level"

Title:
 
Foreign Investors: A Key to Your Business Growth
Presenter: Renata Calderaro
Track: "Fast Track to Success"

Title:
Closing Neurological Gaps and Closing Deals
Presenter: Rebecca Monet
Track: "Franchise Sales Dynamics"


10:15 am – 11:45 am

Title: Marketing Powerhouse: Do's and Don'ts
Presenter: Mark Passacantando & Richard Gelb
Track: "Fast Track to Success"

Title: 
The Psychology of the Deal   
Presenter: Dr. Cynthia DeVita-Cochrane
Track: "The Next Level"

Title: 
Using Technology to Sell Businesses
Presenter: Ismael Wrixen
Track: "The Next Level"

Title:
CRM Workflow Secrets: Best Practices with Today's Technology
Presenter: Clint Fiore
Track: "The Next Level"

Title: May the FOURS Be With You - An Area Representative Franchise Model
Presenter: 
Dan Durney
Track: "Franchise Sales Dynamics"






 

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