One of the great challenges that face the brokerage industry is credibility.
By joining an association of professionals, you can set yourself apart from the masses and take advantage of a wider range of business opportunities, enhancing your position with your clients and speeding up your success rate.
Benefits of becoming a member
Enhanced Productivity: Provides you with access to more and better tools of the trade, best practices, and expert advice on everything from technology to comparable databases.
Effective Networking: Through the power of networking, you can rely on a broader base of brokers, working under the same code of ethics and similar motivations.
Continuing Education: The association sponsors and hosts both IBBA and non-IBBA training to help members build their knowledge base, work towards and maintain their CBI designation, and keep up with the changing times and challenges of our industry.
Value: Increase your marketing dollars by having an additional source of exposure for the services of your company, both regionally and nationally.
Those whose main business consists of assisting business owners in the sale of their companies and/or assisting buyers in the acquisition of businesses – including business brokers, intermediaries, M&A Advisors, etc.
Corporate Primary Membership
Corporate membership is designed for multi-broker offices. This membership is for the primary agent/broker.
Corporate Associate Membership
This membership is for each additional associate in a multi-broker office, under the same brand and under the same office. The lead corporate broker must be a current and active member.
For other payments including additional payments.
Those individuals whose main business consists of working with business owners before or after they have acquired a business. This may include, but is not limited to, Accountants, Attorneys, Bankers, Financial Planners, Private Equity Groups.
Please note: The CVBBA Affiliate membership does not include IBBA Member Benefits.
Those individuals whose main business consists of working with business owners before or after they have acquired a business.
For other payments including additional payments.
CVBBA Regular Membership
(Individual, Corporate Primary, Corporate Associate)
now includes membership with IBBA
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
The four goals of our association, listed on our website and in our By-Laws, are to:
- Maximize and enhance public awareness of the business transition profession and association members.
- Promote the professional development of members through educational opportunities and networking.
- Support an efficient market for the transfer of business ownership.
- Develop and encourage a code of ethics among its members to set high standards of conduct and professionalism.
All four of these goals are fulfilled each year at the CVBBA Annual Conference, our most popular benefit.
This two-day conference enables our members to enjoy four major benefits:
As with all our conferences, we’ll have special sessions to talk about ways to improve productivity with member benefits such as: Private Equity Info, GoToMeeting, Deal Sense, and discounted IBBA courses. And while talking one-on-one with other members, you’ll learn what others are doing to increase their own productivity and effectiveness.
In addition to meeting other CVBBA members during the breaks between classes, presentations, and association business sessions, a special reception for networking is planned the first evening of the conference. Many members report that networking with other members has been as valuable to their careers as taking professional education classes.
The most cost-effective way to take professional education class is probably right at our annual conference. The association offers IBBA training seminars (at a discounted rate) intended to help seasoned professionals, and the newer members, keep up with the changing times and challenges of our industry. Not only will you learn about specific areas important to growing your business and serving your clients better, but you can also take courses focused toward earning your professional certification.
As with all our conferences, we’ll have special sessions to learn about issues impacting our profession (i.e. CVBBA’s role in the recently introduced SEC Licensing legislation), and our association (i.e. IBBA chapter affiliation issues, Code of Ethics, CVBBA Regional Meetings, PowerPoint Presentation for local universities, and our quarterly Newsletter).
CVBBA Additional Member Benefits
CVBBA Members currently receive the following products and services discounted or free with their active membership.
Insurance Alliance: AOR Insurance
The CVBBA has partnered with AOR Insurance to provide a variety of insurance products for all members. AOR is providing a 10% discount up front on all policies.
The nature of negligence or errors and omissions claims makes them very expensive to defend. Even if the claim has no basis in fact, it must be investigated and the professional who has been sued must be defended.
The legal fees alone can be extremely high and if a settlement is obtained or a judgment awarded, financial hardship is likely. aorinsurance.com/errorsomissions
Contact us directly at (407) 739-7973 so we can help you understand your risk and provide a quick quote.
It’s an international business listing site (like BizBuySell). It’s actually the biggest listing site in the world, but now expanding its presence in the US. You can read more about it on the website.
Here’s the deal:
- Free, 30-day no-obligation trial (no payment or credit card needed)
- BFS admin team will upload your existing listings for you
- At the end of the trial period, BFS will do a 10-15 min call with you to review results.
- If you decide to continue, you’ll receive a 20% discount on their rate card pricing HERE. Please note that any ongoing relationship will be between you and BFS; CVBBA is only making the connection. For specific questions, you may contact Bruce Hakutizwi,
Private Equity Info
(A Free Benefit to CVBBA members… to purchase separately, this would cost you $195 for 3 months or $1320 for 12 months). Silver Level Access
Private Equity Info provides a comprehensive directory of private equity firms, including their contact information, acquisition criteria, industries of investment interests, portfolio companies and professional biographies.
Cool Life (Formerly V-Rooms)
The CVBBA has partnered with Cool Life to provide secure data rooms to manage your deals. A “Virtual Deal Room” allows brokers to manage the flow of documents and information in a secure environment, and to control permission levels for clients and their advisors. This is an indispensable tool for the professional business broker, and Cool Life’s group rates are available only to CVBBA members. Please contact the CVBBA Operations Manager, Stacey Heller, for pricing information and details on how to register.
A business valuation and deal analysis software for diligent business buyers, I-Bankers, M&A Specialists, and Advisory Professionals.
CVBBA members will receive a 25% discount off the first year DealSense subscription and a free Integra 5-Year Industry Report. (Savings of $400 on the subscription).