M&A Broker Registration Exemption: State-Level Progress and Next Steps for Intermediaries

Join Business Intermediaries Education Foundation (BIEF) leaders Shane Hansen and John Zayac for an important update on state-level adoptions of the M&A broker exemption from registration under state securities laws. This session will summarize where things stand at the state level following the passage of the federal registration exemption, what actions state/regional associations should take, and-most importantly intermediaries can do now to support adoption and compliance. Gain practical insight into current advocacy efforts, learn how to engage with your state representatives, and understand the path forward for full implementation across the country.