GABB Fall Conference Oct. 30: Business Broker Training

Earn six education credits towards your Georgia real estate license while learning skills that will make you a more effective and successful business broker.

Registration of $100 for GABB members ($150 for non-members) includes breakfast and lunch. The Oct. 30 conference will be held at the Atlanta Realtors Center at 5784 Lake Forrest Dr. NW, Atlanta, GA 30328.

Schedule:

Lawrence Domenico

8:30 – 9 a.m. Registration

9:00-10 a.m. Legal Topic: How business brokers can keep themselves out of trouble and protect their commissions. Presenter: GABB Affiliate member and attorney Larry Domenico. He practices in the areas of estate planning and probate, commercial and business litigation, and general litigation. Mr. Domenico also has extensive experience as a business lawyer in assisting start-up and existing businesses. In addition, Mr. Domenico has broad experience in alternate forms of dispute resolution including arbitration and mediation.

10-10:30 a.m. Break and networking.

10:30 a.m.-11 a.m. GABB meeting: introduction, announcements, business. No charge to attend this portion of the meeting.

Monica Gilroy

11-12 noon- Advertising Rules for business brokers. Presenter: Monica Gilroy, esq., the Gilroy Firm. A founding principal of The Gilroy Firm, Ms. Gilroy is the firm’s managing partner and has over 25 years of experience practicing law. She is an active partner in the Litigation Department as the focus of her national litigation practice includes all aspects of real estate litigation.

12-12:40 Lunch for conference participants

Dan Browning

 

12:40-1:40 Valuation theory. Presenter: GABB Affiliate Dan Browning. Dan has 20 years of experience as a business appraisal professional and holds the Master Analyst in Financial Forensics (MAFF) and Accredited in Business Appraisal Review (ABAR) designations from the National Association of Certified Valuators and Analysts (NACVA).

1:40-2:40 Add-backs from a lender perspective and what issues that create for loan underwriting, loan terms and deal structure; cash injection requirements; business appraisals. Presenters: GABB Affiliate lenders Brian Harper, Leigh Milton, Carolyn Robinson.

Leigh Milton

Carolyn Robinson

Brian Harper works with SBA and government guaranteed lending solutions for small and mid-size businesses at Atlantic Capital Bank.

Leigh Milton,  Senior Vice President, Small Business Administration Lending of Charter Bank, has been in commercial lending in Atlanta for 23 years.

Carolyn Robinson is a Senior Vice President at Acclivity Financial, a subsidiary of Citizens Bank, with a demonstrated history of working in the banking industry and 10 years’ experience as business broker. Twenty years in SBA/USDA/ Commercial Lending and Credit Analysis.

2:40-3 p.m. Afternoon break

Jeff Merry, 2018 GABB Board member

Dean Burnette, 2018 GABB Secretary

Jon Roman, member of GABB’s Board of Directors in 2018

3-4 p.m. Due Diligence Topics: A broker panel about things that have come up during due diligence and how the broker can help prevent/resolve due diligence issues. GABB Brokers Jeff Merry, Dean Burnette and Jon Roman. All three have been members of the GABB’s Million Dollar Club and are on the GABB’s board of directors.

 

Greg DeFoor, former GABB president and 2018 GABB Board member

4-5 p.m. Excel for business brokers: Pivot tables, IF function, rounding, other tips and tricks. GABB Broker and CPA Greg DeFoor, a GABB past president.

For more information about the conference, contact GABB Director Diane Loupe at 404-374-3990 or georgiabusinessbroker@gmail.com

GABB Fall Conference 2018

Form for GABB Fall Conference
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