A CVBBA membership provides lower-cost training, networking with fellow brokers and access to local professionals [e.g. attorneys, CPA’s bankers, wealth managers, etc.].
CVBBA has joined forces with IBBA!
CVBBA Regular memberships now include full IBBA Membership.
IBBA membership benefits include:
- Business Reference Guide Online
- BizMiner Industry Financial Reports
- ValuSource Market Comps database
- V-Rooms virtual data rooms
- Exposure on the IBBA website
- IBBA monthly educational Webinars
- Savings on IBBA conferences and educational summits
- Access to Certified Business Intermediary (CBI) curriculum and designation

CVBBA Conferences & Events

Thrive in ’25: A Record-Setting CVBBA Conference
The CVBBA’s Thrive in ’25 Conference, held September 23–25, 2025, delivered one of our most successful events to date. With record-breaking attendance, exceptional sponsor participation, and an expanded lineup of 28+ educational sessions and IBBA courses, the conference offered unmatched value for business brokers and deal partners across the Carolinas and Virginia
Our keynote speakers provided fresh inspiration – Sonya Waddell offered sharp economic insights, and Larry Long Jr. delivered the motivational spark to “Jolt!” our members into action.
Trivia Night brought a fun sense of camaraderie, and comedian Andy Forrester kept the momentum high with plenty of laughter. It all came together to create a conference that educated, inspired, and connected our members for success.
We extend our gratitude to our sponsors, Board of Directors, committees, and attendees – your dedication made this event a success.
Building on the success of the 2025 conference, we’re excited to bring everyone together again in 2026 for another exceptional conference experience. Save the date: September 22–24, 2026, at the same great location – Embassy Suites, Cary, North Carolina.
Relive the event – browse the gallery!
March
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April
Event Details
Join fellow business brokers and trusted advisors for an evening of networking, fresh connections, and engaging conversation at Stonehenge Golf & Country
Event Details

Join fellow business brokers and trusted advisors for an evening of networking, fresh connections, and engaging conversation at Stonehenge Golf & Country Club. Set in one of Richmond’s most attractive and welcoming country club environments, this event creates the perfect environment to relax, connect, and strengthen meaningful business relationships.
This event, originally scheduled for March 18th, has been rescheduled to Wednesday, April 1st (same location – Stonehenge Golf & Country Club and same time 6-8 PM).
We appreciate your understanding and flexibility with this change. Our goal is to provide a high-quality experience for all attendees, and we look forward to welcoming you on the new date.
Enjoy complimentary food and beverages courtesy of our generous sponsor, Dogwood State Bank.
🗓 Date: April 1st, 2026
⏰ Time: 6:00 PM to 8:00 PM
📍 Venue: Stonehenge Country Club, 1000 Farnham Dr, Richmond, VA 23236
🤝 Sponsor: Food and Drinks sponsored by Dogwood State Bank – Dennis Wagner
Event registration is by invitation only. RSVP by March 25th.
Any questions, contact Stacey Heller (646) 573-7014
At Dogwood State Bank, A Division of TowneBank Small Business Lending, our experienced team offers dynamic solutions that other banks cannot. Our program offers a fast loan process, higher loan amounts, and longer repayment terms. By getting to know your business and its unique challenges, we can customize a loan to address both your current business needs and future growth.
We offer a full suite of SBA loan products, including the SBA 7(a) loan, the SBA 504 loan, the SBA Express Loan Program, and USDA Lending. These products can be combined to offer a fully customized loan solution for business acquisitions and expansions, commercial real estate, franchise purchases, partnership buyouts, and more.
The SBA Business Lending Specialists at Dogwood State Bank, A Division of TowneBank Small Business Lending, are dedicated to helping your small business grow and thrive. Wherever you are in your business journey, we are here to help you reach your goals. Please visit www.dogwoodstatesbl.com for more information.
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Event Details
Turn Knowledge Into Deals at “Capital College: Change Your Mix in ’26” Join CVBBA for Capital College, an immersive educational experience designed exclusively
Event Details

Turn Knowledge Into Deals at “Capital College: Change Your Mix in ’26”
Join CVBBA for Capital College, an immersive educational experience designed exclusively for business brokers who want to sharpen their edge, expand their deal flow, and better serve today’s buyers and sellers. In partnership with Live Oak Bank, the nation’s leading SBA lender, this program delivers real-world insights you can immediately apply to your next transaction.
In less than 24 hours, transform how you structure, finance, and close deals!
The all-inclusive registration fee is just $99, covering both the educational sessions and meals. Please RSVP below. Once you submit the registration form, you’ll be directed to complete your $99 payment.
Dates: Wednesday 4/15/26 – Thursday 4/16/26
Wednesday, 4/15/26
Time: 5:00 pm – 7:00 pm networking reception
Location: The Olde Mecklenburg Restaurant & Biergarten at Ballantyne
Address: 15025 Bowl St. Charlotte, NC 28277
Sponsor: PLG Law and Tad Cook
🍽️ Kick off the experience by connecting with fellow brokers, lenders, attorneys, and trusted advisors at a networking reception. Enjoy a selection of heavy hors d’oeuvres and drinks at The Olde Mecklenburg Restaurant & Biergarten at Ballantyne.
Thursday, 4/16/26
Time: 8:00 am – 4:45 pm
Location/Address: 13146 Ballantyne Corporate Place, Charlotte, NC 28277 (11th floor)
📚 Get ready for a full day of high-impact education featuring expert-led sessions, panels, and presentations. Enjoy a hearty breakfast and lunch provided by Live Oak Bank. Thank you, Mark Pompeo.
🎤 Keynote Speaker: “How to Scale Your Brokerage Business.”
Jay Offerdahl, Viking Mergers & Acquisitions
🎓 Expert-Led Sessions: Explore topics such as:
– Working with First-Time Buyers
– Preparing Sellers to Maximize Financing Options
– What Lenders Want: How Brokers Can Package Deals That Get Approved
– The State of SBA Business Acquisition Financing
– Understanding the Purchase Agreement Must-Haves
– How to Scale Your Brokerage Business
– Deal or No Deal – Real Live Case Study
Hotel information (to be booked directly through the link below). We have a discounted group rate of $229 + taxes ($263.92 with taxes).
Deadline for the group rate is March 31st.
Book your group rate for CVBBA
Aloft Charlotte Ballantyne
13139 Ballantyne Corporate Place
Charlotte, NC 28277
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May
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June
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August
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The Carolinas-Virginia Business Brokers Association is a non-profit corporation
CVBBA is created to unite those engaged in the sale of business opportunities in North Carolina, South Carolina and Virginia for the following purposes:
- Promote the ongoing professional development of members through educational opportunities and networking.
- Create a competitive advantage for members.
- Set the standard for ethical conduct for members.
The CVBBA is a Board Governed Member Based Organization
The Board of Directors is committed to expanding resources and tools for each member.
Over years of experience the Board has defined and provided time saving efficiencies and benefits.
These are tested benefits with proven results provided for free along with membership, or at a significantly reduced cost.
- List of Professionals
- Private Equity Info
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