IBBAinsights: Fall 2025
IN THIS ISSUE: “Expanding Value and Advancing Growth” Letter from the 2025 IBBA Chair. Plus, Insights on Justifying the Price, Common Mistakes to Avoid, The
Importance of Early Expecations, and More!
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IN THIS ISSUE: “Expanding Value and Advancing Growth” Letter from the 2025 IBBA Chair. Plus, Insights on Justifying the Price, Common Mistakes to Avoid, The
Importance of Early Expecations, and More!
IN THIS ISSUE: “A Record-Breaking Spring and a Promising Road Ahead” Letter from the 2025 IBBA Chair. Plus, Insights on Utilizing AI, Fighting Predatory Commercial Landlord Practices, Bridging the Gap, and More!
IN THIS ISSUE: “Leading with Gratitude: A Vision for 2025” Letter from the 2025 IBBA Chair. Plus, Insights on Knowing Your Buyer, Business Brokerage in the Digital Age, Navigating Partial Buy-ins, and more!
IN THIS ISSUE: “Looking Back, Moving Forward: A Journey of Growth and Togetherness” Letter from the 2024 IBBA Chair. Plus, Insights on Selling a Business after the Owner has Died, Using the Market Pulse to Your Advantage, and more!
IN THIS ISSUE: “The Case for Bold Focus: Leading with Purpose and Precision” Letter from the 2024 IBBA Chair. Plus, Insights on Leveling Up Your Skills, Selling a Manufacturing Business, the Latest Legislative Update, and more!
IN THIS ISSUE: “Embracing Our Legacy, Shaping Our Future” Letter from the 2024 IBBA Chair. Plus, Insights on Finding Success, Overcoming Blindspots, the Latest Legislative Update, and more!
IN THIS ISSUE: “A Time for Gratitude” Letter from the 2024 IBBA Chair. Plus, Insights on the Power of the Dream 100, Understanding E2 Visa Requirements, the Latest Legislative Update, and more!
IN THIS ISSUE: “Reflecting on Our Journey and Looking Ahead” Letter from the 2023 IBBA Chair. Plus, Insights on Addressing Emotions in Business Brokerage, Mastering the Art of Risk Management, the New SBA SOPs, and more!
IN THIS ISSUE: “Embracing Resilience and Refinement in Challenging Times” Letter from the 2023 IBBA Chair. Plus, Insights on the Power of AI, Deciding Whether or Not to Grow, Do’s and Don’ts for Buyers, and More!
IN THIS ISSUE: “Setting Our Sights High” Letter from the 2023 IBBA Chair. Plus, Insights on Selling Your Business, Understanding the New SBA Rules, Getting Inside the Mind of a Seller, and More!
IN THIS ISSUE: “Defining Moments” Letter from the 2023 IBBA Chair. Plus, Information on the Inaugural Master’s Program, Preparing for Buyer-Seller Meetings, SBA Financing, and more!
IN THIS ISSUE: Remembering Tom West, “What a Flight It’s Been” Letter from the 2022 IBBA Chair. Plus, Marketing Opportunities for Business Intermediaries, Best Practices in Specialization, Establishing Realistic Asking Prices, Working with Brokers, Legislative Updates, and more!
IN THIS ISSUE: “Fall FORWARD” Letter from the 2022 IBBA Chair. Plus, The Beginning and Current Usages of Market Pulse, Similarities Between Show Business and Business Brokerage, Affiliate Spotlight Articles, Interest Rates and SBA Fees, Legislative Updates, and more!
IN THIS ISSUE: “Ladies and Gentlemen…it’s Half-Time”, Letter from the 2022 IBBA Chair. Plus, What Small Business Owners Need to Know About Succession Planning, Building Your Seller Prospect Pipeline, Staying True to a Single Vertical, Legislative Updates, and More!
The biggest wealth transfer in history is well underway, with baby Boomers exiting businesses every day – but we are only halfway thru the wave – there is a lot more to come. Good brokers are finding they need to provide more than just transactional advice and services. Owners need help to understand what their […]
IN THIS ISSUE: “Elevating Our Game”, Letter from the 2022 IBBA Chair. Plus, Should the Business and Real Estate Be Sold Together, Working with High Net Buyers and Their Concerns, Business Lessons Learned from 2020-2021, The Future of Business Brokerage, Preserving Legacies and Creating Futures, and legislative updates.
IN THIS ISSUE: “New Highs on the Horizon”, Letter from the 2021 IBBA Chair. Plus, When to Cancel a Listing, How to Use Zoom and Snail Mail to Your Advantage, The On-Demand Business Model’s Impact, Using ValuSource Market Comps, and legislative updates.
IN THIS ISSUE: ‘Keep Leading The Way!,’ Nurturing Your Professional Growth. Plus Tapping into valuable IBBA Resources, Establishing Your Credibility, and legislative updates.
IN THIS ISSUE: ‘Halfway There,’ Letter from the 2021 IBBA Chair. Plus insights on the proposed tax laws, deferred sales trusts, capital gains tax, and legislative updates.
IN THIS ISSUE: ‘Proud to Be a Business Broker,’ Letter from the 2021 IBBA Chair. Plus insights on the new relief bill, backing up answers with Market Pulse, legislative updates, the state of real estate investments, and the lasting impact of 2020.
IN THIS ISSUE: Letter From the 2020 Chair A Pandemic Recession? How Virtual Data Rooms Enhance Communication Between Deal Participants The Impact of a PPP Loan on Recasting Differences Between Business Ownership and A Job New CBIs in 2020! LETTER FROM THE CHAIR: We Found a Way Barry J. Berkowitz, PhD, CBI, M&AMI Year […]
IN THIS ISSUE: Letter From the 2020 Chair Working with Lawyers to Get Your Deal Closed The Hidden Power of Dual Agency 8 Tips to Improve Deal Pitches as Companies Embrace Remote Working Cultures Remembering What I Learned! Letter From The Chair Barry J. Berkowitz, PhD, CBI, M&AMI Finishing Strong It’s hard to believe […]
IN THIS ISSUE: Letter From the 2020 Chair Building a Small Business Pipeline The Value Quandary of Selling an Existing Franchised Business Did Your Seller Prepare to Exit? If Not, Can You Help? Dealing with Landlords During and Post COVID-19 Letter From The Chair Barry J. Berkowitz, PhD, CBI, M&AMI As we head into […]
IN THIS ISSUE: Letter From the 2020 Chair Are Business Brokers Like Professional Athletes? How to Effectively Differentiate Yourself from the Competition Letter From The Chair Barry J. Berkowitz, PhD, CBI, M&AMI I am pleased and honored to be the 2020 Chair of the IBBA Board of Governors. We have many exciting things planned […]
IN THIS ISSUE: Letter From the Chair: IBBA Code of Ethics Admitting to One’s Errors Why Don’t Businesses Sell? What “Should” Be Included in SDE? Best Practices Peek: Preparing for the First Buyer-Seller Meeting LETTER FROM THE CHAIR: IBBA CODE OF ETHICS As 2019 winds down, I am very proud of the many accomplishments […]
IN THIS ISSUE: Letter From the Chair: Important News Regarding the CBI How NOT to Fail as a Business Broker Best Practices for Advertising a Business for Sale – Helpful Tips for a Better Response Key Mistakes to Avoid When Selling Your Company LETTER FROM THE CHAIR: IMPORTANT NEWS REGARDING THE CBI In this […]
Letter From The Chair Jeffrey Snell, IBBA CHAIR As many of us return from the exciting 2019 IBBA Annual Conference held in Orlando, Florida at the Rosen Shingle Creek this past month, we are receiving many emails and comments about how valuable the Conference was! With over 600 attendees and a record number of exhibitors, […]
Letter From The Chair Jeffrey Snell, IBBA CHAIR I hope your 2019 is off to a great start. The economy remains strong and transaction volume is on pace to meet or beat 2018. It should be a BIG year for our industry! Many BIG things are underway here at IBBA as well: Membership is steadily […]
Letter From The Chair WARREN BURKHOLDER, IBBA CHAIR The Question “And how much do you think I could get for this place?”, that is The Question that you will need to respond to if you’re going to get the listing. The IBBA has just introduced a new benefit to our members. ValuSource Market Comps will […]
Letter From The Chair WARREN BURKHOLDER, IBBA CHAIR Get It & Share It When asked ‘What Does the IBBA Do?’ I am reminded of the overarching end, or objective of the IBBA, that says it exists so that business brokers, advisors and intermediaries within the Main Street business brokerage profession have access to like-minded members and […]
Letter From The Chair WARREN BURKHOLDER, IBBA CHAIR An over-the-top performance was experienced at the 2018 IBBA Annual Conference in New Orleans! From the opening reception parade with the Second Line Band, until the last Educational Course on Monday, the enthusiasm and energy of the participants was wide spread. The 2018 Conference saw the largest number […]
Letter From The Chair WARREN BURKHOLDER, IBBA CHAIR In about 60 days, the largest assembly of business brokers in the world will converge in the great city of New Orleans. Without a doubt, this is not only a hot spot to visit (with the finest beignets), but I guarantee you will elevate yourself and your […]
First Home Bank provides SBA 7(a) loans to a variety of businesses and for various purposes with business acquisition financing being a significant focus. As a top 10 SBA lender in the country, our team’s expertise extends beyond financing business acquisitions, and includes bankers with experience as both business owners/principals and financial advisors, making First […]
Letter From The Chair LOU VESCIO, IBBA CHAIR As I come to the end of my term as Chairman of the IBBA, I am grateful for the opportunity to serve the best business brokers in the world and all that I have learned from some of the smartest and hardest working people in the business. […]
Letter From The Chair LOU VESCIO, IBBA CHAIR The IBBA has been experiencing a banner year, and we are on track to make it one of the best in recent years. In addition to adding another great member benefit and having a tremendously successful Spring Conference, our internal statistics are improving greatly. Financially, the IBBA […]
Letter From The Chair LOU VESCIO, IBBA CHAIR All I can say is “Wow!” the 2017 Annual IBBA Conference was outstanding and one of the best we have had in many years. Great work by all the instructors, workshop leaders, management staff and committee members that pulled of this incredible event. More good news, we […]
Letter From The Chair LOU VESCIO, IBBA CHAIR Last year was a banner year for the IBBA and I want to personally thank Scott Bushkie, our 2016 Chair, and Kylene Golubski, our Executive Director, for their tremendous efforts to continue to make the IBBA a great association. I am often asked by members of our […]
Letter From The Chair SCOTT BUSHKIE, IBBA CHAIR It was great to see so many of you at the conference in Tempe, AZ. Thank you to all of the staff and volunteers for truly putting on one of the best conferences I have ever been to. I think we can all agree we were impressed […]
We get a significant amount of questions on businesses with large amounts of inventory. More specifically, “how does inventory influence the value?” There are a lot of opinions on the subject, and keep in mind “pricing” and “valuation” are different; however, most professional business appraisers will agree that inventory is an operating asset. Should it […]
Letter From The Chair SCOTT BUSHKIE, IBBA CHAIR I hope everyone has had a great summer. It is hard to believe that summer is already over and kids are going back to school. As you may know, the IBBA added two new member benefits in June 2016. It is my hope that everyone is taking […]
Letter From The Chair This past quarter has been an exciting one for the IBBA, as we have wrapped up a record breaking Spring Conference, welcomed 34 new Certified Business Intermediaries (CBI), rolled out two new IBBA Member benefits, and are continuing to grow our membership. The Spring Conference had a theme of “The […]
The 6th Habit: Compiling Your Memorandum What buyers look for in your listing and why lenders read your memorandum! By Stephen Mariani A complete and comprehensive memorandum is not only a great advertising tool for buyers but also lenders will use much of the information included in them for their internal write ups. Countless times […]
Michael Fekkes, CBI – ENLIGN Business Brokers Individuals who desire to purchase an established small business must be well prepared before the search process begins. Well managed, profitable and successful businesses with a bright outlook for the future are in short supply and very high demand. Business owners and business brokers alike have little patience […]
Michael Fekkes, CBI – November, 2015 Selling a privately held business is often romanticized as face-to-face negotiations over business valuations and purchase price. Whether small or large, these transactions can be extremely complex and require a great deal of work behind the scenes. As the size and/or complexity of a transaction increases, the need for […]
Jeff Snell, CBI, M&AMI – November, 2015 In this article I explore some of the reasons a business owner should go it alone and not retain a business broker. Answer these questions and keep a tally of your answers. Is the business more than about two years old? Can the business run effectively for an […]
A Message From The Chair More Value, Less Cost I’m excited to be your 2016 chair and look forward to moving the association forward ina positive direction. I’ve been blessed to have an extremely energetic board and a proactive management association, led by Kylene and her team. We’ve been tackling the dual goals of […]
A Message From The Chair Dear Members and Colleagues, As another year draws to an end, it is important to reflect on all we have experienced throughout the year. I am thankful to have had so many IBBA experiences with you. I would like to wish everyone a Merry Christmas, Happy Holidays and a Blessed […]
Letter From The Chair Dear Members, It is hard to believe that summer is soon coming to an end! I hope you are all taking opportunities to soak it in by experiencing new travels, taking time to relax, and/or spending precious time with family and friends. As the season closes, I always personally find […]
Registration for the Fall Summit Now Open! The Fall Summit, held September 13-16, 2015 in Santa Ana, California is a great opportunity to earn 32 credit hours from courses that are required to attain your CBI designation. The Fall Summit pass, which includes all course materials, 4 days of top notch instruction, and lunch each […]
IBBA Semi-Annual Report to Members Webinar Please click here to register for the upcoming IBBA Semi-Annual Report webinar scheduled for Tuesday, June 16 at 3:00 pm Eastern (New York) time. IBBA’s Chair, Cress V. Diglio, will provide an update regarding year-to-date performance on key 2015 goals and share more details about the exciting initiatives ahead. […]
Regular Registration Rates End for the 2015 IBBA Spring Conference NEXT WEEK! If you haven’t registered for the upcoming 2015 IBBA Spring Conference, make sure you sign up before April 23, when registration rates will increase! And if you plan to fly from Atlanta, Boston, Chicago/O’Hare, Detroit, Fort Myers, Myrtle Beach, Orlando or Tampa, you have […]
Spring Conference: New Format! Register now for the 2014 IBBA Spring Conference, to be held June 2 – 7 at the Cosmopolitan of Las Vegas. Enjoy a brand new format of interactive discussions centered around increasing your deal pipeline and attracting better clients. In addition to the new Mastermind Sessions, take one of ten educational […]
Registration Is Now Open! Register now for the 2014 IBBA Spring Conference, to be held June 2 – 7 at the Cosmopolitan of Las Vegas. Enjoy a brand new format of interactive discussions centered around increasing your deal pipeline and attracting better clients. In addition to the new Mastermind Sessions, take one of ten educational […]
Save the Date for the Spring Conference! Mark your calendars today for the 2014 IBBA Spring Conference, to be held at the Cosmopolitan of Las Vegas, June 2 – 7, 2014. More information is forthcoming, and registration is set to open in a few short weeks. Be sure to visit our website for updates on […]
The Q3 Market Pulse Report is Available! The Q3 Market Pulse Report is now available, compiling the results of the most recent quarterly survey. The IBBA and M&A Source work to provide timely and accurate data on the current brokerage marketplace. Those who participated in the survey have received the 70+ page full report, as […]
The Conference is Around the Corner! It is not too late to register for the 2013 IBBA Fall Conference, to be held November 18 – 23 at the Hyatt Regency Savannah in Savannah, Georgia, don’t miss your chance to sign up for new educational offerings and networking opportunities at the best possible price. Interested in […]
Advanced Registration Ends Today! If you haven’t yet registered for the 2013 IBBA Fall Conference, to be held November 18 – 23 at the Hyatt Regency Savannah in Savannah, Georgia, don’t miss your chance to sign up for new educational offerings and networking opportunities at the best possible price. Registration rates will increase after October […]
Early Registration Ends on Monday! Ready, Set, Grow! Now is the time to equip yourself with the tools to grow your business brokerage practice. Tomorrow’s success starts today as you gain the knowledge and experience that you need to succeed. If you haven’t yet registered for the 2013 IBBA Fall Conference, to be held November […]
Seeking or Selling a Business? If you are interested in increasing the exposure of business(es) for sale in the IBBA community, consider listing your business in future editions of Mainstreet News. Each listing is limited to 50 words for a total of USD $50. Contact [email protected] or +1 404.477.5823 for more information. For a complete […]
Q2 Market Pulse Survey Closing Soon! Time is almost running out to take the Q2 Market Pulse Survey and be entered for a chance to win $250 cash! The IBBA and M&A Source are working to provide timely and accurate data on the current brokerage marketplace. Those who participate in the survey will receive the […]
Save the Date for our 2013 Fall Conference! We would like to thank everyone who attended the 2013 Spring Conference in Anaheim, CA earlier this month! Please mark your calendars for our Fall Conference, to be held November 18-23 at the beautiful Hyatt Recency Savannah on the historic Riverwalk in Savannah, Georgia. George Lanza, CBI, […]
Don’t Miss the 2013 Spring Conference! Thank You to our IBBA 360 Sponsor, Diamond Financial! George Lanza, CBI, M&AMI, CSBA, MEA IBBA Chairman Chairman’s Message What Do IBBA Members Frank Chebalo, Arne McDaniel and William Gibson Have in Common? The IBBA has a very diverse membership from all over the country and various parts […]
Early Bird Registration ends April 25! George Lanza, CBI, M&AMI, CSBA, MEA Chairman’s Message What Does the CBI Designation Mean? Using any credentials that you have not earned for any reason is against the law! Credentials that are used for the purpose to mislead or defraud the consumer into believing that you possess such qualifications […]
Registration Now Open for the 2013 Spring Conference Registration is now open for the 2013 IBBA Spring Conference and Main Street Marketplace, to be held at the Hilton Anaheim in Anaheim, CA, June 11-15, 2013. The IBBA has prepared an educational agenda and new courses to address the new and evolving world of business brokerage. […]
Save the Date for the 2013 Spring Conference Be sure to mark your calendars for the 2013 IBBA Spring Conference being held in Anaheim, California June 11th through the 14th, at the Hilton Anaheim. Your IBBA board members are committed to providing you with new educational courses, along with the courses you’ll need to gain […]
Don’t Forget to Renew Your Membership for 2013 and Take the Q4 Market Pulse Survey! There’s still time to renew your 2013 membership! To renew your membership, you may visit IBBA website, mail in a check, or call (888) 686-4222. All checks should be mailed to: IBBA, 3525 Piedmont Rd NE, Building 5, Suite 300, […]
Don’t Forget to Renew Your Membership for 2013! If you have not renewed your membership, it will expire in a little more than a week! You should have received an invoice in the mail last month, as well as an electronic invoice earlier this month. If there are any discrepancies in your records, don’t hesitate […]
Renewal season is upon us, so remember to renew your membership for 2013. You should have received an invoice in the mail earlier this month, and will receive an electronic invoice next week. If there are any discrepancies in your records, don’t hesitate to contact headquarters and let us correct it. To renew your membership, […]
The IBBA is excited to roll out the Market Pulse Quarterly Survey! Take five to seven minutes to complete this survey and help the IBBA get recognized on a national scale. Your participation will not only enhance the quality of the results but will also allow you to access valuable insight into the current […]
Pino Bacinello, CBI, M&AMI, CMEA, CSBA Chairman of the IBBA Chairman’s Message Greetings, As we transition to the fall, I hope you all had a good and prosperous summer. The IBBA is almost completely transitioned to our new association management company, Meeting Expectations. I must say that our Executive Director Karl Kirsch, our Director of […]
Pino Bacinello, CBI, M&AMI, CMEA, CSBA Chairman’s Message Fellow Association Members, Welcome to the month of August! Though sometimes it seems that time stands still, most of the time, each day flows into one another, and each week flows into each month and, by golly, here we are with about 63% of 2012 gone, and […]
Pino Bacinello, CBI, M&AMI, CMEA, CSBA Chairman’s Message Greetings: In this month’s newsletter, I cannot help but think about the many fellow IBBA and M&A Source members that have been affected by some of the challenging recent weather ailments. Thus far, this summer has brought wild fires in many parts of North America, and we […]
Pino Bacinello, CBI, M&AMI, CMEA, CSBA Chairman’s Message Greetings to all our IBBA and M&A Source Members: Our first annual conference is behind us now; it is time to build on the momentum and capitalize on the great opportunities before us. I hope each of you received and reviewed IBBA’s first annual report ever submitted […]
Pino Bacinello, CBI, M&AMI, CMEA, CSBA Chairman’s Message Greetings: This is a special time. We are only weeks away from our first annual conference in San Antonio Texas and are knee deep in transition. SmithBucklin and their staff are supportive to the transition to Meeting Expectations (ME). Both organizations and their teams have been working […]
Pino Bacinello, CBI, M&AMI, CMEA, CSBA Chairman’s Message Greetings, With Spring in the air for many of us and certainly up here in Canada, I cannot help but get excited about the new growth it brings with it. All in bloom, the warmer air and longer days, and it all remind me of where we […]
Chairman’s Message Greetings: Hope your 2012 is off to a good start. It is hard to believe that we are nearing Q2 of 2012. The first couple of months have kept us busy tying up 2011 loose ends: The Auditors are now at working to complete the 2011 Audit. Upon completion we will, for the […]
Save the Date! – More Information Will Be Out Soon! We are very excited about our Spring 2012 event in San Antonio. Since we will have 1 major event this year we’re planning on pulling out all the stops and making this conference a Blowout! The conference will be held June 4 – 9 at […]
Pino Bacinello, CBI, M&AMI, CMEA, CSBA Chairman’s Message 2012 Vision Greetings, I am both humbled and honored to be the Chairperson for the 2012 Fiscal Year. As the incoming chair during 2011, I had my ear close to the ground, and what I heard was a dire need for positive change to our association where […]
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