Business Exchange Sessions
Structured networking around deals, trends, and strategy.
Adding a Project Manager to Your Team
Facilitators: Jen Broeckling & Kate Roth
Learn the ins, outs, and value of adding a project manager to your team.
Your First Year as an Intermediary
Facilitator: Justin Sandridge
Surviving your first year as a broker can be tough. Learn ways to kick-start your first year or reenergize your practice.
Customer Management
Facilitator: Mike Rooney
Master effective follow-up strategies, navigate the sales process, and leverage your CRM to cultivate lasting client relationships.
AEO (Answer Engine Optimization) & GEO (Generative Engine Optimization)
Facilitators: Susan Bishop & Bill White, Jr.
As AEO and GEO reshape how users find professional services, the focus shifts from ranking on Google to becoming the cited authority within AI-driven responses.
AI Tools Show & Tell: What’s Actually Working?
Facilitator: Vipin Singh
Peer-to-peer sharing of the specific AI applications brokers are successfully using in their practice.
Close More Deals: How ROBS Strengthens Buyers & Borrowers
Facilitator: Guidant – Paul Cook
Discover how ROBS (Rollover for Business Startup) can unlock retirement funds to strengthen buyer purchasing power and get deals across the finish line.
Stock Transactions vs. Asset Transactions
Facilitator: Monty Walker
Key considerations brokers and advisors must understand when structuring stock versus asset sales.
Transaction Structure Case Studies
Facilitator: Live Oak – Mark Pompeo
Learn how lenders evaluate transaction structures and explore creative approaches to structuring complex deals.
Managing a QoE Process
Facilitator: Ron Buck
Prepare for and manage the Quality of Earnings process to help ensure your seller and transaction make it successfully to closing.
Managing Commercial Real Estate in the Transaction
Facilitator: Jesse Stone
Learn how to navigate transactions involving significant real estate components where business and property sales intersect.
Negotiation Tactics: Persuasion Without Friction
Facilitator: Doug Batts
Share the “words that work” when defending commissions and managing deal-threatening objections.
Referral Networks: Working with Financial Advisors, CPAs & Attorneys
Facilitator: Phil Eleson
Learn how to position yourself as a trusted professional resource and what value-add materials truly capture attention.
Working with Different Buyer Types: What to Expect
Facilitator: Tom Foster
Discuss the pros and cons of selling to PEGs, strategics, searchers, and family offices — including diligence intensity and the “second bite of the apple.”