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GABB Fall Conference 2024

Earn the credits you need to renew your real estate license and learn about Understanding Tax Returns and Legal Issues in Business Brokerage at our Fall Conference on October 22, 2024!

Join us in welcoming John Carroll, CPA with Carroll & Company CPAs for our morning session as he teaches Understanding Tax Returns. 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 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. 3 CE hours and BCBB credit.

Our afternoon session will be hosted by Philip Stewart with Blue Sky Law. Legal Issues in Business Brokerage – This course will assist business brokers in identifying basic legal issues they may encounter in the sale of a business. After completing the course, business brokers should be able to identify types of purchases, verify the status of a business, understand the due diligence process, and more. We will also discuss the new GABB forms. This course will fulfil the GREC’s license law requirement. 3 CE hours and BCBB credit.

8:30 am – 9:00 am – Networking, with light breakfast

9:00 am – 12:00 pm – Morning Session: Understanding Tax Returns (3 CE Hours GREC and GABB)

12:00 pm – 1:00 pm – Box lunch

1:00 pm – 4:00 pm – Afternoon Session: Legal Issues in Business Brokerage (3 CE Hours GREC [license law] and GABB)

Participants have the option of joining us for both courses (6 total CE credits), or one course (3 CE credits). Lunch will be provided.

LOCATION:
Georgia Association of Realtors
6065 Barfield Rd
Sandy Springs, GA 30328

Cost:

Early-Bird Pricing: Register by September 30 to receive these prices
Early-Bird Member Full-Day: $199
Early-Bird Non-Member Full-Day: $250
Early-Bird Member Half-Day: $125
Early-Bird Non-Member Half-Day: $160

On October 1, prices increase to the following:

Member Full-Day: $250
Non-Member Full-Day: $300
Member Half-Day: $150
Non-Member Half-Day: $190

INSTRUCTORS:
John Carroll, CPA, is the owner of Carroll & Company Certified Public Accountants. His firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. John’s firm is one of the leading firms in the area. By combining his expertise, experience, and the energy of his staff, each client receives close personal and professional attention. John believes it is extremely important to continually professionally educate himself and his team to improve technical expertise, financial knowledge, and service to his clients.

Carroll & Company offers small business accounting, payroll, part-time CFO services, cash flow management, bank financing preparation, business valuation, strategic business planning, succession planning, and more.

Philip Stewart is a Senior Associate with the Transactional/Corporate Group of Blue Sky Law in Atlanta, Georgia. He received his BA in History with a minor in Spanish from Brigham Young University, then graduated magna cum laude from Walter F. George School of Law at Mercer University where he received the Faculty Award for Outstanding Achievement in Legal Writing and was a member of the mock trial team.

Philip is an active member of the State Bar of Georgia, the American Bar Association, and the Young Lawyers Division. He is also the Chairperson of the Georgia Atlanta chapter of the J. Reuben Clark Law Society.

Having been a business owner himself prior to law school, Philip has a deep appreciation for business owners and a desire to help them succeed. He has significant experience working in a variety of capacities including in-house counsel representing one of the country’s largest REITs and as a corporate transaction attorney involved in both the acquisition and sale of various companies.

He understands that oftentimes an innovative approach is needed to overcome unique challenges that a business can experience. Philip takes a practical, business-minded approach to support the needs of the businesses he represents. From initial formation of an entity to its exit strategies and winding down, he is driven to support his clients because he understands what it takes to make a company successful.   

Philip is dedicated to assisting his clients with various aspects of their company and sees himself as a strategic partner whose role extends beyond mere legal representation. In an increasingly complex world, he is focused on helping companies make informed decisions to both avoid pitfalls and drive innovation, expansion, and growth.

Refund Policy: Cancellations made by September 30 will receive a full registration fee refund, less a $20 processing fee. Cancellations made after September 30 will not receive a refund.

GABB Spring Conference 2024

Earn the credits you need to renew your real estate license and learn about Negotiations for Business Brokers and Leases & Landlords at our Spring Conference on March 19, 2024!

Join us in welcoming Tawnya Gilreath with LA Business Pros as she teaches two courses for our Spring Conference. Tawnya serves as managing director of LA Business Pros and is a Broker Associate with eXp Commercial. She leverages her knowledge as an attorney and her credentials as a Certified Merger & Acquisition Professional (CM&AP), Certified Business Intermediary (CBI, and Certified Exit Planner (CExP) to help her clients develop business exit strategies and navigate timely and successful business sales that achieve optimal results.

8:30 am – 9:00 am – Networking, with light breakfast

9:00 am – 12:00 pm – Morning Session: Negotiations for Business Brokers(3 CE Hours GREC and GABB)

12:00 pm – 1:00 pm – Box lunch sponsored by Brian Hill with United Community Bank

1:00 pm – 4:00 pm – Afternoon Session: Leases & Landlords (3 CE Hours GREC and GABB)

Participants have the option of joining us for both courses (6 total CE credits), or one course (3 CE credits). Lunch will be provided, thanks to our generous sponsor, Brian Hill with United Community Bank.

Cost:
Member Full-Day: $199
Non-Member Full-Day: $250
Member Half-Day: $125
Non-Member Half-Day: $160

INSTRUCTOR:
Tawnya Gilreath, managing director of LA Business Pros. When it comes to selling a business, owners often make the same costly mistake over and over: They list the business for sale before it’s buyer-ready. As managing director of LA Business Pros and a practicing attorney focused on business law and estate planning, Tawnya helps business owners prepare, position, and sell their businesses with first-rate results. After a successful sale, her clients are free to move their futures forward in any direction they choose.

Tawnya’s business foundation came from 20+ years in information technologies, where she learned to pay careful attention to details. As a programmer/analyst, and later as director of IT, she served businesses ranging in size from small mom-and-pop shops to global corporations like Hewlett Packard and Investor’s Business Daily.

In 2006, Tawnya shifted her focus to business sales and acquisitions. Her detail-oriented mindset and analytical skills helped her to assess businesses, identify potential deal-breakers, and determine ways to increase value.

In 2010, Tawnya began her journey to obtain a Juris Doctor degree so she could communicate more effectively with client and buyer attorneys, read the small print, and provide the highest quality service to her business owner clients.

Today, Tawnya leverages her deep expertise to identify potential obstacles and prepare a path to overcome them. In addition to her role as the managing director of LA Business Pros and her active legal practice, Tawnya is a Certified Merger & Acquisition Professional (CM&AP), Certified Business Intermediary (CBI), and Certified Exit Planner (CExP) who helps her clients achieve optimal results.

Tawnya is licensed by the California Department of Real Estate as a Broker and Broker Associate with eXp Commercial of California, Inc., #01313195, and as a Designated Officer for Whizdom Group, Inc. dba LA Business Pros, #01403121. She is licensed by the State Bar of California, #304746.

Sponsor:

Brian Hill has extensive experience in the banking industry. Brian served as Vice President, SBA Business Development Officer, and Vice President Commercial Lending at United Community Bank from 2015 to the present. Prior to that, they worked as a Business Services Officer at BB&T from 2010-2015 and as a Business Banker at Wachovia, A Wells Fargo Company from 2005-2010.

Brian Hill attended Troy University from 1988 to 1993, where he received a Bachelor of Science degree in History. 

GABB Fall Conference 2023

Join us in welcoming Jim Parker with BossGI as he teaches two courses for our Fall Conference. Jim is Founder and President of Boss Group International, and State Representative At Large of the Business Brokers of Florida. He has a passion for helping people realize the dream of business ownership.

Participants have the option of joining us for both courses (6 total CE credits), or one course (3 CE credits). Lunch will be provided, thanks to our generous sponsors.

REGISTRATION CLOSED

Morning Session: The Business Broker Process (10AM-1PM)

“The Business Brokerage Process” course is a comprehensive three-hour exploration designed to guide you through the intricate journey of business brokerage, from the initial stages of marketing listings to the nuances of post-closing activities. Whether you are an aspiring business broker, a business owner considering the sale of your enterprise, or a professional looking to expand your knowledge in the realm of business transactions, this class promises to be both insightful and instrumental.

Business brokerage, at its core, is not just about matching sellers with the right buyers. It’s about orchestrating a seamless transition, ensuring that businesses continue to thrive, employees have stable futures, and both sellers and buyers feel confident and satisfied with their decisions.

With real-life examples, hands-on exercises, and the collective wisdom from your fellow students, “The Business Brokerage Process” course aims to arm you with the knowledge and confidence needed to navigate the complex world of business sales and acquisitions. So, let’s embark on this journey together, unraveling the process, understanding its intricacies, and paving the way for successful business transactions in your future endeavors.

Afternoon Session: The Changing World of Business Brokerage (2PM-5PM)

In this transformative 3-hour course, we venture beyond the surface to explore the intricate and rapidly changing landscape of business brokerage, a realm where tradition meets innovation, and where experienced brokers and novices alike can find fresh insights and actionable strategies.

As the industry evolves, embracing the flux of change becomes not only beneficial but necessary. This course, therefore, serves as a beacon, illuminating the myriad pathways that brokers can traverse to not only adapt but excel in a market characterized by its dynamic nature. Through a carefully structured approach that combines both theoretical knowledge and practical tools, we aspire to foster a learning environment where brokers can recalibrate their approaches to meet contemporary demands.

With a meticulous breakdown into seven key sections, this course offers a comprehensive exploration of the pivotal aspects defining the new age of business brokerage. Each section has been crafted to address different facets of the brokerage process, encompassing technological advancements, evolving business models, and the ever-changing regulatory landscape. Whether it is honing skills in time management or diving into the intricacies of co-brokering, participants will find themselves immersed in a reservoir of knowledge, where learning transcends conventional boundaries.

But this course is more than just an educational journey; it is an invitation to engage in a collaborative discourse, to question existing paradigms, and to craft innovative solutions. Participants can look forward to not only acquiring new knowledge but also engaging in discussions that challenge their perspectives and enrich their understanding of the business brokerage ecosystem.

As we embark on this journey together, participants can expect an environment that fosters both growth and excellence. A space where ideas blossom, strategies are refined, and where every broker gets to redefine their role in the burgeoning market. From insights on leveraging technology to fostering collaborative business relationships, this course promises a holistic enrichment, readying brokers to navigate the future with confidence and finesse. Prepare yourself to transcend traditional boundaries and to spearhead a new era of business
brokerage, marked by innovation, collaboration, and success.

REGISTRATION CLOSED