Business Exchange Sessions
Building a Referral-Based Brokerage Practice – Justin Sandridge, Murphy Business
Whether you are a new broker or looking to rekindle your existing practice, this roundtable will offer insights to developing a robust, referral-based brokerage practice by mastering the art of networking with professionals, strategic lead generation, and leveraging valuation expertise. Learn how to cultivate strong relationships with key professionals, generate a consistent flow of qualified leads, and utilize valuations as a powerful tool to build credibility and expand your client base.
Customer Management – Mike Rooney, Murphy Business
Master the art of customer management from initial contact to successful deal closure, mastering effective follow-up strategies, navigating the sales process, and leveraging your CRM to cultivate lasting client relationships.
Digital Marketing Campaigns – Josh Grode-Wolters, Murphy Business
Harness the power of digital marketing to reach a wider audience and generate high-quality leads. From targeted social media campaigns to automated email drip sequences, learn how to maximize your outreach with minimal cost.
Deemed Asset Transactions – Ron Buck, Murphy Business
Stock or Asset Sale? Hybrid? Gain a deeper understanding of deemed asset transactions (hybrid stock and asset sales, such as 338(h)(10) and 336(e) elections, exploring their tax implications and strategic considerations for buyers and sellers.
Fine-Tuned Approach for Better Listings and More Income – Celine Dufresne, Murphy Business
Discover strategies to attract high-quality listings and selling virtually all of them with more efficiency, profitability, and a more enjoyable approach.
From Deal Killers to Deal Closers: Essential Mitigation Approaches – Hal Feder, Murphy Business
We’ve all been there. We land an established, cash-flowing business, one that is long-tenured, with an upward revenue growth curve, situated in a hot buyer category, with a strong management team in place, and crisp, clean financials. And then … BOOM … right around the corner, a deal killer shows up. The listing that once looked like a sure-fire, profitable transaction with a healthy commission is now stuck in a pool of deep, sticky quicksand. How did this happen? What can you do? Can you save the listing? This business exchange session highlights five (5) challenging deal scenarios and provides you with real-world mitigation approaches to get your transaction back on solid footing and onward toward a successful closing.
Managing Individual Buyside Engagements – Melanie Smollen, Murphy Business
Learn how to effectively manage buy-side engagements, from sourcing potential targets to negotiating favorable terms and successfully closing deals.
Presenting a Listing to Your Banking Partner – Mark Pompeo, Live Oak Bank
Learn how to effectively present a business listing to your banking partner, highlighting key selling points and securing financing for your clients.
ROBS – Rollover for Business Startups – Monty Walker, Walker Business Advisory Services
Understand the ins and outs of ROBS (Rollover for Business Startups), explore how this retirement plan funding option can help buyers acquire a company, and considerations when a seller already has a ROBS.
Running a Controlled Offer Process – Ken Pokorny, Murphy Business
Discover the best practices for managing a competitive offer process including seller equity ownership, ensuring fairness and optimal outcomes for your clients.
The Art of Negotiation – Doug Batts, Murphy Business
Negotiating-We all do it daily and often times without even realizing it’s taking place. During this roundtable, we will discuss tactics such as effective communications, persuasion, problem solving, and compromise, whose collective use are designed to improve the odds of you getting what you want.
Using Seller Finance for the Equity Injection – Hannah Layton, BayFirst
Using seller financing as a creative solution for meeting the equity injection requirements in business acquisitions. Gain insights into structuring seller notes, navigating SBA guidelines, and maximizing financing options to facilitate successful deals.