IBBA Insights

This is the first year of filings under Trump’s new tax structure. You need to know what’s new, what’s the same and what you need to do to be best prepared for tax season. Financial expert Roman Basi provides insight on what business owners should be doing to achieve the best outcome at tax time and when it comes time to sell.

Host: Cress V. Diglio

Guests: Roman Basi, CPA/Attorney at Law/MBA/Managing Real Estate Broker/Registered Title Insurance Agent - ATG

The Center for Financial, Legal & Tax Planning, Inc. - Basi, Basi & Associates

Selling cyber businesses is vastly different than brick and mortar companies. Virtual businesses typically have fewer employees, little to no hard assets and a relatively short track record. So how do you put a price on it? Understanding the nuances associated with online businesses and placing a valuation on virtual assets is addressed by two industry experts experienced in helping clients buy and sell Internet-based businesses.

Host: Cress V. Diglio

Guests: Joe Magnotti, Founder of Empire Flippers and CEO of Hot Money

David Fairley, Founder and President of Website Properties

Are you afraid selling your business to a son or daughter may cause a rift with other family members? Are your children prepared to take the reins of the company you built? Are you ready to give up ownership? Learn how to avoid the pitfalls that can arise when transitioning business ownership within a family. Listen as Mr. Checkout Distributors founder Bob Goldstein (retired) and current company President Joel Goldstein share their story on the steps they took to ensure a successful transition.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guests: Bob Goldstein, Founder of Mr. Checkout Distributors founder

Joel Goldstein, President of Mr. Checkout Distributers

Don't hurt your long-term future by failing to plan for retirement. Planning early gives you the greatest options and offers peace of mind when the time comes to sell. Financial expert, Monty Walker, provides key insights for business owners, whether they are new to the business or owned it for many years. His advice will help increase the size of your nest egg when it's time to sell and retire.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guest: Monty Walker, owner Walker Advisory, Business Advisors and CPAs

Is it really worth it? Know your time commitment versus the payday. Understand when to disqualify a business sale opportunity instead of taking on a deal that is never going to close. Two of the top industry experts tackle the topic of knowing when to walk away.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guests: Jim Afinowich, founding principal and principal of IBG Fox & Fin

Eric Schulman, founder of Sandler Training

Just when you're about to close the deal, it goes south. Now what? Learn from two experts as they share their stories of deals that went up in flames, and how they pulled them from the ashes. Their stories and expertise on remedying dead deals will become great strategies in your toolbox.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guests: Len Krick, President and Principal Broker at Sunbelt Business Brokers of Las Vegas, Inc.

Steve Wain, President and CEO of Calder Associates

Go ugly early and don't let your pride get in the way! These are just two of the many tips you'll learn in this episode to avoid getting blindsided when you're about to close a deal. Certified Business Intermediary, Kyle Griffith, explains how to identify pitfalls that will kill deals and how to work around them early in the selling and buying process.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guest: Kyle Griffith, Certified Business Intermediary and Managing Partner of The NYBB Group

Think you can do it yourself? Think again! Don't risk making a bad business deal by assuming everything you've read on the Internet is true. Instead, learn from one of the best who has bought and sold more than 40 businesses in his lifetime, starting with his first purchase at just 19 years old. He knows the biggest myths and misconceptions out there, because he's lived them! First-time buyers and sellers, don't miss the unique stories and advice in this episode.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guest: Ace Chapman, Owner of Ace Chapman Business Acquisitions Consultants

Do you take any listing at any price? Hear from two industry leaders with differing perspectives on how to value a business on why brokers sometimes say no a listing. They also dive into the need for a complete financial picture of the business to determine its true value.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guests: Lou Vescio, Agency Brokers Consultants

Michael Shea, TransWorld Business Advisors

The U.S. economic engine is humming but may overheat, leading to a down turn. Trade wars may cause other countries to look away from the U.S. for new opportunities. The Real Deal guest Kimberly Amadeo, president of WorldMoneyWatch.com provides strategic insight on indicators to watch for including short and long term rates on how well the U.S. economy will do in the near future.

Host: Cress V. Diglio, Managing Partner at Calder Associates

Guest: Kimberly Amadeo, president of WorldMoneyWatch.com