Webinars

Being a professional advisor requires using professional tools when working with your clients to get deals closed. We discussed this topic at the CVBBA conference and many asked for additional opportunities to learn more so we have asked Kathy Olson, Director of Sales & Marketing at Vault Rooms to join us for an informative and educational webinar on the benefits of using a data room. And we are fortunate to have Vault Rooms as a CVBBA partner.

Please join us for a webinar on December 14th to learn about the benefits of using a professional data room, the security and software capabilities and why this is a far superior product to a cloud storage option like Dropbox or others.

Moderator:
Adam Petricoff, Managing Partner, VR Business Brokers/ Mergers & Acquisitions

Presenter:
Kathy Olson, Director of Sales & Marketing, Vault Rooms

Join us for our “Back to Basics” series, focusing on the fundamentals of business advising for new and experienced advisors alike. We will discuss the process from once a business is signed both ways to navigate it to closing in this webinar. Don’t miss out on this opportunity to ask questions and interact with seasoned experts in the industry.

Topics to be addressed:
- Closing Checklist
- Due Diligence, Contingencies & Conditions
- Soft Skills and Negotiations
- RSVP today to reserve your space for the CVBBA’s November 2021 Webinar!

Moderators:
- Jay Offerdahl, President – Viking Mergers & Acquisitions
- David Buboltz, Founder and CEO - The Deal Firm

Panelists:
- Neal Isaacs, Managing Partner - VR Business Brokers/ Mergers & Acquisitions
- Joe Santora, Business Broker | President - Transworld Business Advisors

Agenda:
- CVBBA News & Update
- Panelist Introductions
- Opening Statements from Panelists
- Moderator Led Q&A with the Panelists
- Member Questions and Takeaways
- Closing Statements (if time allows)

Join us in this engaging webinar to discuss one of the most critical points in the selling process: Offers. The webinar will feature the differences between an Offer to Purchase and LOI, pitfalls of the offer stage, and a panel of brokers to discuss the soft skills needed to get a deal over the line.
RSVP Today for CVBBA’s October Webinar!

CVBBA News & Update
Panelist Introductions
Opening Statements from Panelists
Moderator Led Q&A with the Panelists
Member Questions and Takeaways
Closing Statements (if time allows)

Please join us on Tuesday, August 31st at noon for part II of “Buyer Training.” This will be a continuation from the Back to Basics training last May on handling buyers. After reminding you of the basics for the first 10 minutes, we will spend the remaining time talking about the soft skills. How do you turn down buyers, their requests, demands, their lies, etc. Join us to continue to learn and grow from the best and come ready to ask questions to increase your effectiveness with all the tire kickers that contact you every month.

CVBBA members can watch Part One of our series "Back to Basics: Working with Buyers". Scroll to the bottom of the page (May 20, 2020 webinar).

RSVP today to reserve your space for the CVBBA’s August 2021 Webinar!

Moderator: Jay Offerdahl,, President – Viking Mergers & Acquisitions

Panelists:

• Neal Isaacs, Managing Partner - VR Business Brokers/Mergers & Acquisitions
• Michael Norman, Managing Director – The CBA Group

Agenda:

1. CVBBA News & Update
2. Panelist Introductions
3. Opening Statements from Panelists
4. Moderator Led Q&A with the Panelists
5. Member Questions and Takeaways
6. Closing Statements (if time allows)

This month we are continuing our “Back to Basics” series with a discussion about best practices when marketing our business and engagement, new strategies and how we can market challenging listings. And much more.

Moderator:
Adam Petricoff, Managing Partner - VR Business Brokers/Mergers & Acquisitions

Panelists:
David Buboltz, Principal Broker, The Deal Firm
Sam Casey, Sr. Director of Marketing, Viking Mergers & Acquisitions
Neal Isaacs, Managing Partner - VR Business Brokers/Mergers & Acquisitions

Agenda:
CVBBA News & Update
Panelist Introductions
Opening Statements from Panelists
Moderator Led Q&A with the Panelists
Member Questions and Takeaways
Closing Statements (if time allows)

Join us in our next installment of our "Back to Basics" series on valuations. We will be talking about the basics of valuation methodology, but focusing on the issues that brokers face when dealing with valuations.

Don’t miss out on this next new engaging webinar.

Topics to be addressed:
Valuation Theory: Methods & Approaches
General Panel Discussion
Presenting the Valuation: How to Present; Strategy
Handling Objections

RSVP today to reserve your space for the CVBBA’s May 2021 Webinar!

Moderator:
- David Buboltz, Principal Broker, The Deal Firm

Panelists:
- Ron Buck, Regional Director for Murphy Business & Financial – Carolinas
- Frank Chebalo, Certified Business Intermediary, Murphy Business & Financial Services LLC
- Darren Mize, Partner, GCF Valuation

Agenda:
CVBBA News & Update
Panelist Introductions
Opening Statements from Panelists
Moderator Led Q&A with the Panelists
Member Questions and Takeaways
Closing Statements (if time allows)

Join us for the second installment of our “Back to Basics” series, focusing on the fundamentals of business advising for new and experienced advisors alike. . April’s seminar continues on this year’s theme of back to the basics and we will be focusing on working with sellers and specifically the process of meeting, valuing and listing businesses.
Don’t miss out on this opportunity to ask questions and interact with seasoned experts in the industry.

You have an interested seller: Now what?

Topics to be addressed:
Steps:
- Listing appointment
- Valuation
- Onboarding

Mental approach
- Research prior to meeting
- Every seller needs professional representation
- Educate, don't sell

Moderator:
Jay Offerdahl, President, Viking Mergers& Acquisitions

Panelists:
Kent Adams, Senior Business Broker, Transworld Business Advisors of Richmond, VA.
Van Daughtry, President, Van Daughtry Consulting, LLC
Justin Scotto, Franchise Partner & Certified Restaurant Broker, We Sell Restaurants

Agenda:
CVBBA News & Update
Panelist Introductions
Opening Statements from Panelists
Moderator Led Q&A with the Panelists
Member Questions and Takeaways
Closing Statements (if time allows)

Join us for the first installment of our “Back to Basics” series, focusing on the fundamentals of business advising for new and experienced advisors alike. This interactive webinar will showcase advisors in the industry to discuss the different aspects of seller prospecting. Don’t miss out on this opportunity to ask questions and interact with seasoned experts in the industry and learn how to prospect more effectively.

Main Program:
- Defining your target/audience
- Getting your messaging right
- What approaches to consider
- Developing you prospecting budget
- The “How” of prospecting
- Shotgun vs Sniper

Agenda:
- CVBBA News & Update
- Panelist Introductions
- Opening Statements from Panelists
- Moderator Led Q&A with the Panelists
- Member Questions and Takeaways
- Closing Statements (if time allows)

The SBA rules are ever changing, and the stimulus bills have added to the complexity. The CVBBA has put together a panel of industry leaders in banking to discuss what you need to know about SBA Lending in 2021. Don’t miss this great opportunity to stay informed and get the knowledge needed to close more deals.

Topics to be addressed:
1. SBA Rule changes
2. State of Lending in 2021
3. How this effects brokers and deal making

Agenda:
- CVBBA News & Update
- Panelist Introductions
- Opening Statements from Panelists
- Moderator Led Q&A with the Panelists
- Member Questions and Takeaways
- Closing Statements (if time allows)

We are happy to be done with 2020!

2021 has begun and we all are eager to continue to get deals done in this current environment. What will it take to be successful in 2021?
We thought we start off the year with 3 different perspectives: A banker, a broker and an attorney.

1) How can we get deals done in this environment? What do we need to do differently in 2021?
2) Tips for being more successful and productive in your deals.
3) And many more…

Co-Brokering is a point of discussion that is often debated in the business brokerage community, so the CVBBA has put together a panel to discuss how successful co-brokering can work. Join us for an interactive panel discussion as we break down what it is, how brokers can protect themselves and their clients, what types of terms should be considered, and much more. Co-brokering is always a hot topic so this will be a program you won’t want to miss.

Proprietary deal origination has changed in a world of social distancing. Personal sit-downs and relationships still matter, but should take place at a later stage of the sales process only after outreach and qualification. Business brokers sales and marketing funnels need to reflect this new reality, and top-of-the-funnel outreach automation and screen has never been more important.

As brokers we are focused on getting deals done, and part of getting deals done is dealing with stakeholders in the deal who can prevent us from achieving our goals to buy or sell our client’s businesses.

In this panel discussion we’ll turn the tables and hear from three of the most common stakeholders in the deal outside of the buyer & seller principals in the transaction; the banker, the landlord, and the attorney.

Any of these stakeholders can prevent our deals from getting done, so let’s explore: What does success look like for these stakeholders?

See how they work, and compare the differences between them. This program is designed to help business brokers understand the capacities of these technologies to learn their options to automate and enrich their business brokerage processes.

In this webinar you will learn about the 6 essential elements of crafting a business intermediary marketing platform: branding, lead capture, digital marketing, lead nurture, buyer automation, and deal management. This webinar will educate you on the trends and tools in marketing and technology to take your deal making to the next level!

In this webinar you will learn how to deal with buyers from a high level. It will start with the basics of dealing with the initial inquiry, but really focus on what you are trying to accomplish in how you interview, educate and determine who you want to work with.