Workshops
Accounting Essentials for Brokers – Mark Pompeo, Live Oak Bank
Acquire a comprehensive understanding of essential accounting principles for brokers, including in-depth analysis of tax returns, M-1s, working capital adjustments, addbacks, and accrual to cash reconciliation. This knowledge will empower you to better assess your client’s financials and determine the value.
Alphabet Soup – NDA, IOI, LOI, EMD, APA, SPA, Exclusivity – Ron Buck, Murphy Business
Deepen your understanding of the various transaction documents used in M&A deals, including NDAs, IOIs, LOIs, EMDs, APAs, and SPAs. Learn when to employ each approach, navigate the nuances of EMDs and exclusivity agreements, and gain valuable insights into the best practices for using these tools in the current market landscape.
Deferred Sales Trusts – Greg Reese, The Estate Planning Team
Discover the transformative potential of Deferred Sales Trusts as a powerful tool for minimizing tax liabilities and maximizing financial gains for your clients. Gain a deep understanding of their unique benefits and diverse applications in various financial scenarios, enabling you to provide comprehensive and strategic advice.
Difficult Conversations – Jennifer Smith Broeckling, Murphy Business
Elevate your communication and negotiation skills to expertly navigate sensitive and complex discussions with clients, buyers, and sellers, fostering trust, understanding, and successful outcomes.
F-Reorg/1202 QSBS – Monty Walker, Walker Business Advisory Services
Delve into the intricacies of F-Reorgs and 1202 QSBS, exploring their mechanics, requirements, and potential benefits. Discover how these advanced tax strategies can be leveraged to provide substantial advantages to your clients, enhancing their financial outcomes and maximizing their after-tax proceeds.
Partial Sales – Monty Walker, Walker Business Advisory Services
In-depth exploration of partial sales as a versatile exit strategy for business owners. Gain a nuanced understanding of the advantages and disadvantages of this approach, along with the key factors to consider when structuring a successful partial sale transaction.
Stop Selling: How to Create a Compelling Value Proposition that Motivates Buyers to Act – Doug Batts, Murphy Business
Move beyond traditional “selling.” This workshop addresses the common pitfall of pushing products or services and instead focuses on creating compelling value propositions that motivate buyers. Through open discussion, you’ll learn methods, tools, and tips to navigate the fine line between “selling” and demonstrating value. Discover how to improve your business sales success by understanding and meeting buyer needs with impactful value propositions.
Structuring the Deal: Key Lending Insights for Business Advisors – Lynn Ozer, Multifunding
Move beyond traditional “selling.” This workshop addresses the common pitfall of pushing products or services and instead focuses on creating compelling value propositions that motivate buyers. Through open discussion, you’ll learn methods, tools, and tips to navigate the fine line between “selling” and demonstrating value. Discover how to improve your business sales success by understanding and meeting buyer needs with impactful value propositions.
Three Strategies to Get Your Deal Across the SBA Finish Line – Hannah Layton, Credit Bench
Navigate the intricacies of SBA financing with confidence, acquiring in-depth knowledge of the latest SBA rules and regulations. Discover innovative strategies to leverage these rules, allowing for greater flexibility in loan structures and maximizing your clients’ access to capital.
Thriving in Your First Two Years – Phil Eleson, Murphy Business
Gain invaluable guidance and practical advice to lay a solid foundation for your brokerage career during the crucial first two years. Learn proven strategies and techniques to navigate challenges, build a strong client base, and establish a reputation for excellence, ensuring your long-term success in the industry.
Using AI in Your Brokerage Practice (Laptop Required) – Vipin Singh, Murphy Business
Explore the transformative power of artificial intelligence (AI) and its applications in the brokerage industry. Discover how AI can streamline your workflows, automate repetitive tasks, enhance overall efficiency, and uncover hidden opportunities for growth and profitability. This session will empower you to leverage AI to its full potential and stay ahead of the curve in the evolving landscape of brokerage services.
Using Zoom Info for Buy & Sell Side Engagements – Ben Shaw, Murphy Business
Unleash the full potential of ZoomInfo’s comprehensive database to efficiently identify and engage with a wide range of qualified buyers and sellers, significantly expediting your deal-making process and increasing your chances of success.
Valuation Nightmares: Real-World Pitfalls and How to Avoid Them – Shelia Darby, BizWorth
Gain valuable insights and expert strategies to navigate the complex world of business valuation. Explore common pitfalls, such as valuing real estate assets, managing excess inventory, and determining appropriate owner’s compensation. Learn how to address challenges related to discretionary expenses and understand the discrepancies between bank valuations and those of brokers and appraisal companies. This comprehensive session will equip you with practical solutions and effective communication techniques to ensure accurate and reliable valuations for your clients.