We’re bringing the CVBBA community together in Charleston for a high-impact regional event designed for those who are actively shaping deals – not just talking about them.

This isn’t just another networking event. This is where relationships are built, deals are sparked, and momentum is created.

CVBBA Charleston Regional Event

Date: April 29th
Time: 10:00 AM – 12:00 PM
Venue: Top Golf Charleston, 5000 Topgolf Way, North Charleston, SC 29418
Limited seats | High-caliber room

Whether you’re closing transactions, building your pipeline, or expanding your network across the Southeast—this is your room.

🏌️‍♂️ Build relationships
🤝 Driving deal flow
💬 Leading conversations with serious operators
🏆 Friendly competition for prizes

A special thank you to our sponsor:
Matt Williams, United Community Bank (UCBI) – for investing in our broker community and helping create meaningful opportunities for connection and growth. Your support is what elevates events like this from standard… to exceptional.

Spots are limited and filling quickly.
CVBBA Members – Free, Non-Members $25 Fee – includes lunch and golf.

RSVP required by 4/23/26.
Questions? Contact Heather Valeri (843) 800 2148.

Generously Sponsored by United Community Bank

As an SBA Preferred Lender, United Community offers significant advantages, including faster loan processing and a higher likelihood of approval. The SBA team’s proven track record of helping small business owners secure timely funding speaks for itself. With nationwide reach, United provides flexible, creative financing solutions tailored to a wide range of industries.

Some drivers of business valuations are obvious, while others sit quietly beneath the surface. Every seasoned dealmaker has a story: the business that wasn’t worth what the owner believed, the hidden risk that tanked buyer confidence, the moment you realized the value drivers didn’t match the narrative. These surprises have a way of showing up at the worst possible time.

To help address these challenges, we’re joined by Roland Davis of Davis Business Appraisers, Inc. Roland is one of the most accomplished professionals in the industry. With 20+ years of business brokerage experience, he understands the realities, pressures, and nuances brokers face every day.

He holds the elite Mergers & Acquisition Master Intermediary (M&AMI) designation and has earned both the Platinum Chairman’s Circle Award from M&A Source and the Platinum Award from the IBBA for outstanding achievement in M&A. Roland also serves on the Board of the American Business Appraisers National Network, bringing deep valuation insight and practical deal experience to this session.

In this session, we’ll cover:
– How seasonal revenue patterns influence valuation and buyer confidence
– Ways to mitigate customer concentration discounts through strategic positioning
– How to navigate private equity hurdles and the QofE firewall
– Solutions for high‑demand management gaps that weaken transferability
– How restaurant analytics shape buyer perception and valuation

If you want to sharpen your valuation instincts and learn directly from one of the most accomplished M&A professionals in the industry, this is a live session you won’t want to miss. We’ll also open the floor for your questions so you can get clarity on the issues that matter most to your deals.