Business Exchange Sessions

Facilitators: Jen Broeckling & Kate Roth
Learn the ins, outs, and value of adding a project manager to your team.

Facilitator: Justin Sandridge
Surviving your first year as a broker can be tough. Come to this roundtable to learn ways to kick-start your first year as a broker, or reenergize your practice.

Facilitator: Mike Rooney
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.

Facilitators: Susan Bishop & Bill White, Jr.
As Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO) reshape how users find professional services, the focus is shifting from ranking on page one of Google to becoming the “cited authority” within an AI’s structured response.

Facilitator: Vipin Singh
Peer-to-peer sharing of the specific AI apps brokers are using in their practice

Facilitator: Guidant – Paul Cook
Have you ever found yourself looking at a buyers PFS and saying to yourself “if they only had more capital, we could make this deal happen”. It’s quite possible these buyers have plenty of capital available, you just need a way to unlock those funds. ROBS (Rollover for Business Startup) can do that for you.

Facilitator: Monty Walker
This roundtable will discuss the key things brokers and advisors need to know about Stock vs. Asset sales

Facilitator: Live Oak – Mark Pompeo
Learn how lenders look at transaction structures and figure out ways to creatively structure the deal.

Facilitator: Elk Ridge Investments
Assist your clients with tax sheltering after transactions

Facilitator: Ron Buck
Learn how to prepare for and manage the Quality of Earnings (QoE) process so that your seller and the transaction successfully make it to the other side.

Facilitator: Jesse Stone
Learn how to sell businesses that are based in the real estate model or have a heavy real estate component. For these businesses, the sales process is a combination real estate sales and business sales.

Facilitator: Doug Batts
Share the “words that work” when defending a commission or managing deal-killing objections.

Facilitator: Phil Eleson
How to position yourself as a resource so professionals send you their best clients. Share what “value-add” materials actually get their attention.

Facilitator: Tom Foster
A discussion on the “pros and cons” of selling a client to a PE group versus a strategic buyer. Covers jargon, intense diligence requirements, and the “second bite of the apple”.