GABB Fall Conference 2014

The GABB Fall Conference will be held on Sept. 30 with two popular speakers and IBBA credit.

8 a.m.-noon Understanding Tax Returns (4 credit hours) IBBA Course #117 – Monty Walker, 12:30-4:30 p.m., Pro Forma and Cash Flow Statement: Tool For Closing More Deals (4 credit hours) IBBA Course #424 – Walt Lipski.

Both courses have been approved for IBBA credit for the CBI and will be eligible for Real Estate Continuing Education Credit.GABB Affiliates will provide breakfast snacks and lunch for the meeting.

Understanding Tax Returns (4 credit hours) IBBA Course #117 – Monty Walker, 8 a.m.-noon

Monty W. Walker, CPA, CGMA, CBI

Monty W. Walker, CPA, CGMA, CBI

Do you often get frustrated when reviewing a tax return because you just do not know where to find the information you need? Understanding how information is transferred from financial statements and presented in tax returns is critical to effectively achieving an accurate recast. This new Boot Camp Series Course will assist participants in understanding how to decipher and properly locate information in tax returns that is needed for recasting. Learn how to identify the tax returns for the four entities commonly encountered by an intermediary, identify the primary schedules in tax returns, explain where to begin recasting using a tax return, locate key recast items within tax returns and compare the reporting differences of financial statements and tax returns.

Monty W. Walker supports Entrepreneurial Clients throughout the country and is recognized by his peer group in the Business Transfer Industry as one of the foremost innovative advisors to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning and Business Exit Planning. Having come from an entrepreneurial family, Monty has a comprehensive business background spanning over 24 years which includes experience in both startups and established entities. Monty spent a significant portion of career as an industry CFO in the private sector and he has owned and operated several of his own businesses.  Thus, his experience comes from being directly in the trenches.

Pro Forma and Cash Flow Statement: Tool For Closing More Deals (4 credit hours) IBBA Course #424 – Walt Lipski, 12:30-4:30 p.m.

Walt Lipski, Capital Advice LLC

Walt Lipski, Capital Advice LLC

EBITDA has often been used as a proxy for cash flow, but in today’s challenging business climate buyers no longer put much faith in “proxies” or approximations of earnings. Due diligence is much more rigorous and terms are much more open to creative negotiations. Having a well thought out economic vision for the business, i.e. Pro Forma, along with a clear understanding of believable future cash flows, is critical in attracting and negotiating good offers for your client. This course will make use case studies to provide insights and examples in working with your clients to create solid pro formas and cash flow statements, and how to use this valuable information to better market and negotiate your deal.

Walt Lipski is a nationally known figure in mergers and acquisitions of privately held companies. He is co-founder of Capital Advice LLC, an investment banking firm in Scottsdale, Arizona, serving entrepreneurs whose companies have $5-75 million in annual revenue. Since 1980, Walt’s business career has focused on effecting corporate growth through a variety of financial solutions including business acquisitions and recapitalizations, capital formation and divestitures.

5-6:30 p.m. Happy Hour, location TBA. After an all-day conference, the GABB will sponsor a happy hour for conference attendees.

Location: Atlanta REALTORS Center, 5784 Lake Forrest Drive, Atlanta GA 30328.


From the South: I-75 north to I-285 east or I-85 north to I-285 west. Exit at Roswell Road south and turn right onto Northwood Drive. Turn right onto Lake Forrest. The Atlanta REALTORS® Center on the left at the stop sign (intersecting Allen Road).

From the North: Take GA 400 south and change to I-285 west. Continue as above via Roswell Road.

From East or West: I-285 to Roswell Road. Continue as above.

PRICE: $199 for GABB members; $249 for non members

Conference Registration