IBBA Insights

IBBA Insights episodes:

• 02.19.2024

  Quality of Earnings with Evan Ottaviano

  In this edition of IBBA insights, Cress V. Diglio and Evan Ottaviano of Bennett Thrasher CPAs discuss the importance of quality of earnings (QoE) reports in the sale of businesses. They discuss what a QoE is, why it is important,...

  
• 01.19.2024

  Rethink Your Goal Setting in 2024

  Learn from Joel Goldstein how goal planning and setting can be incorporated into your business and your life to change your mindset and create freedom in more ways than you can imagine. Host: Cress V. Diglio Guest: Joel Goldstein, Author and President of...

  
• 12.12.2023

  Advanced Main Street Add-Backs

  Understanding add-backs can be the difference between a business selling for a premium and taking a haircut on the price. Whether you’re a business owner or a business broker, this episode promises real-world insights into adjustments and add-backs in Main...

  
• 10.02.2023

  The Importance of Working Capital

  Working capital is what it takes to keep a business going. Historically, working capital wasn't a significant topic for Main Street business brokers. Still, as deal sizes have gotten larger and private equity groups have added on acquisitions, it's more...

  
• 09.01.2023

  Why Every Buyer & Seller Needs a Business Attorney

  Lawyers are often perceived as professionals who can advocate for the deal or be the deal killer. However, the reality is that buyers and sellers should both engage the services of an attorney to ensure their best interests are protected. In...

  
• 08.03.2023

  What’s Involved When Selling an Existing Franchise Location

  Franchised businesses come with different components and requirements. While selling an existing franchise location can allow new business owners to tap into an established business that's been servicing clients and generating revenue for years, business intermediaries need to be aware...

  
• 07.07.2023

  The Do’s and Don’ts of Selling a Business

  How do you know when it's the right time to sell your business? What sort of representation do you need to navigate a deal? How do you make your business more attractive to buyers? Get answers to these questions and...

  
• 06.06.2023

  The SBA’s Latest SOPs and What They Mean for You

  The Small Business Administration recently released its updated Standard Operating Procedures, including some exciting changes for business owners and business brokers. We’re joined by Steve Mariani, owner of Diamond Financial Services, in this informative episode. Learn more about the possibilities...

  
• 05.12.2023

  How to Sell a Business to Private Equity Groups

  In recent years, business brokers have found more opportunities working with private equity groups than ever before. Lamar Stanley joins us in this discussion to explain the role of private equity and what types of companies they’re most likely to...

  
• 04.17.2023

  Part 2: Leaving a Legacy through Employee Ownership

  into the process and get into the nuance of the transition process. From building trust between employee-owners, making clients aware of the change, and how Teamshares functions within these transactions, we get into the nitty-gritty of the process.  This series is...

  
• 04.03.2023

  Part 1: Leaving a Legacy through Employee Ownership

  With proper planning, you can transition out of your business while rewarding the employees that have helped you along the way. In this two-part series, we’re joined by Teamshares, a financial technology company that helps small businesses become employee-owned, and...

  
• 03.08.2023

  How to Get (and Keep) Great Employees

  Employee recruitment and retention are frequent issues for business owners but have become even more complex in recent years. In this timely episode, world-renowned speaker, bestselling author, and accountability expert Sam Silverstein shares his expert insight on building a workplace...

  
• 02.17.2023

  Your Guide to Understanding the Brokerage Simplification Act

  After nearly 16 years of work by business intermediaries, the M&A; Broker Registration Exemption has finally passed! Gain an understanding of what this monumental legislation means for those in the industry. If you’re dabbling in larger main street deals or...

  
• 01.14.2022

  2022 Market Outlook: Perspective from IBBA and M&A Source Chairs

  New Year, new outlook! Whether you're starting your journey to becoming a business broker, or you survived 2020/2021 and are looking to sell your business, the new year may provide the opportunity for a fresh start, but the uncertainty of...

  
• 01.06.2022

  Transitioning into Business Brokerage from Real Estate: The Importance of Education, Professional Associations and Mentorship

  What are the best tools available for an experienced business professional moving into business brokerage, and what is the best mindset to have? Listen in as host Cress Diglio joins Neal Isaacs and Georg von Greiff to discuss Georg's journey...

  
• 12.28.2021

  Hyperinflation and How It Affects The 2022 Economy

  While 2021 has been a year of recovery, 2022 is poised to be a year of expansion. Join us as Economist Dr. Robert M. McNab weighs in on hyperinflation as a result of the COVID related global Supply Chain disruption...

  
• 12.10.2021

  Data Security + Privacy: What You Need To Know

  As technology continues to advance, there are so many ways for hackers to access your data, whether you're working remotely or in an office. Knowing how to protect yourself is imperative for Business Owners and Business Brokers alike. Tune in...

  
• 11.30.2021

  Should a Business Broker Specialize in an Industry?

  Thinking about specializing? Join us as Pioneer and IBBA Past Chairman, Louis Vescio, and Top Award Winner and Leader, Michael Mensch, lead us on the path to how they chose to specialize in the Insurance Industry. Tune in to learn...

  
• 11.22.2021

  Cryptocurrency, Blockchain, Defi, NFT: What They Mean for Small Businesses

  Did you know that one third of U.S. Small Businesses currently accept cryptocurrency as payment? No longer just a trend, be sure to listen as Tor Constantino breaks down what these software buzz words mean for the future of small...

  
• 05.14.2021

  Special Two-Part Series: Negotiation Secrets from an FBI Hostage Negotiator

  Chris has been featured on ABC, CBS, CNN, Fox News, Forbes and is recognized as one of the top negotiators in the world. He's also CEO of The Black Swan Group Ltd and Co-Author of the book Never Split the...

  
• 05.14.2021

  Special Two-Part Series: Negotiation Secrets from an FBI Hostage Negotiator

  Ever feel like you're on the short end of the stick when it comes to negotiation? Be sure to listen to this episode as Chris Voss, former FBI hostage negotiator, applies his expertise in international crisis and high-stakes negotiations to...

  
• 05.07.2021

  Etiquette for the Business Broker

  What is proper business etiquette? Be sure to listen as Jacqueline Whitmore, a world-renown etiquette expert, describes the mindful behavior needed in today's society. From representation on virtual platforms like LinkedIn and Zoom to building your credibility and personal brand,...

  
• 04.30.2021

  Understanding SBA Loans: Policy, Rules, Incentives

  Did you know 84% of SBA loans are initially declined because of presentation? If you're a current or future business owner looking to secure an SBA loan, tune in to take a deeper look as Steve Mariani simplifies the process...

  
• 04.23.2021

  Back to the Basics: Marketing for the Business Broker

  Let's talk Marketing. With over 15 years of experience in the industry, Dustin Zeher joins our Podcast to share his tips on getting back to the basics of Marketing - the Who, What, Where, and When. From online marketing to...

  
• 04.16.2021

  Campaign for Clarity: Its Impact and Importance

  Get real-life examples of the impact and importance of the Campaign for Clarity in the Business Brokerage Industry. Listen as Jim Afinowich, Mike Ertel, and John Zayac address specifics about the Campaign for Clarity, HR 935, and answer these questions...

  
• 04.09.2021

  Know Your Market, Know Your Buyer

  Getting timely, relevant and accurate information is imperative to know your market, know your buyer, and set client expectations. Enter Market Pulse, the go-to quarterly resource providing critical market insights and invaluable data, while enhancing the awareness and perception of...

  
• 04.02.2021

  How Business Brokerage might be a Good Next Choice for Business Sellers

  Listen to these real life examples from a fish store owner turned Business Broker, and a serial entrepreneur turned Business Broker. Have you recently sold your business and think you can help others sell their business? Enter the Steps to...

  
• 03.26.2021

  2021 Tax Insights You Need To Know

  It's time to sell. Are you the business owner? Or maybe you're the Business Broker with clients asking you tax questions that you don't know how to answer. With recent tax extensions, be sure to listen to Roman Basi and...

  
• 10.08.2020

  Working with Your Spouse

  Thinking about the opportunity of going into business as a couple? Wondering how couples make it work? Meet this husband-wife team, Ron and Marcie Woolworth, as they discuss how to be great partners in business. After a 20+ year career...

  
• 09.10.2020

  Minority Business Owners: Part 3 – Tempagenix: Going from a Startup to a $3M Business Overnight

  Enter Temp N Toss by Tempagenix; the first non-mylar, medical grade adhesive, all-paper disposable forehead thermometer on the retail market. Winner of the Top Innovative Product winner from Kroger, it is manufactured and warehoused in Dayton, Ohio with 100% of...

  
• 08.27.2020

  Minority Business Owners: Part 2 – Turning an Entrepreneurial Spirit into Business Ownership

  If you’re a minority looking to own a business or already a business owner, this episode is one you won’t want to miss. Learn about the unique SBA 8a Business Development Program that is helping thousands of aspiring entrepreneurs gain...

  
• 08.10.2020

  Minority Business Owners: Part 1 – One Woman’s Journey to Achieving the American Dream

  From Dallas Baptist University to the United States Air Force to owning a business, Lisa Coker discusses her experiences as she navigated the journey to business ownership. Whether you are a minority looking to own a business or a current...

  
• 07.23.2020

  The Seller Whisperer Shares the Secrets to Keeping People & Deals from Falling Apart

  Critically acclaimed Author of The Seller's Journey, Denise Logan shares a unique perspective on understanding the psychology and emotions behind the seller experience. Listen to IBBA's 2020 Keynote Speaker's counter-intuitive approach to unraveling and resolving obstacles to transition to happy...

  
• 07.01.2020

  The Restaurant Industry from an Expert’s Perspective

  Founder, Principal Broker and CEO of Restaurant Realty Company; he's sold over 1,000 restaurant, club, and bar businesses. He's even worked with over 2,000 clients and completed over 3,000 restaurant valuations! Join industry expert Steve Zimmerman as he shares his...

  
• 06.11.2020

  There’s No Secret Sauce for Creating Strong Marketing Strategies

  The reality is there’s no magical technique to market a business. What does work is being steady and consistent with your marketing by providing value to your audiences and creating content around specific problems allows potential customers, seeking solutions, to...

  
• 05.12.2020

  Evaluation. What’s in a number?

  Understanding the psychology as to why an owner is selling their business is a key component of consideration for when developing a business valuation. Like an onion, you need to peel back the layers and understand the reasons for selling....

  
• 11.11.2019

  Buyer Beware, Broker Be Aware!

  Misery, divorce and bankruptcy! Bad things can happen when a buyer makes the wrong choice. Gain valuable insight from guest Cress S. Diglio, a retired broker, multiple business owner and, yes, father to host of the show, as he provides...

  
• 11.04.2019

  To Co-broker or not? The Benefits and Potential Pitfalls

  Confidentiality, trust, control and money are all concerns when it comes to co-brokering a deal. Some brokers just feel it’s too big a risk. However, expert business broker and co-brokering advocate, Jim Parker, counteracts that claim by explaining the advantages...

  
• 10.28.2019

  How Big is Your But?

  Don’t let your but stop you from success. Mindset is everything and Rene Brent, #1 international bestselling author of, “How Big is Your But,” explains the key to success is finding harmony. By using the power of your deep inner...

  
• 10.21.2019

  CBI, M&AMI, CPA, etc. – What Do They Truly Mean?

  Well-trained brokers have an alphabet soup of designations after their name. But what do these designations truly mean? Renown author, blogger and law professor, William Byrnes, explains the importance of these certifications, why they are important and why business owners...

  
• 10.14.2019

  Greed and Pride: Top Ways Business Sellers Kill Their Own Deals

  Misguided expectations, greed, and pride are among the top reasons a seller kills their own deal. One of the best in the business, Russell Cohen, shares what he’s learned in his 20+ years brokering deals. From setting expectations upfront with...

  
• 10.07.2019

  What the Best Business Brokers Do for Success!

  It’s about thriving, not just surviving. Learn the secret ingredients needed for success from Cortney Sells, president of The Firm Business Brokerage and this year’s recipient of IBBA’s prestigious Deal Maker of the Year, Top Global Producer and Closing of...

  
• 09.30.2019

  Shhhh! Maintaining Confidentiality While Brokering Business

  Confidentiality is key when it comes to brokering a business. The lack of it can hurt the business owner, cause confusion with employees and, ultimately, hurt the deal and the business. Expert business brokers share the keys to maintaining confidentiality...

  
• 09.23.2019

  Is Your Business Ready to Sell? The Four P’s for Success!

  People, Process, Profit and Price! Do you have the right people and processes in place so your business can run without you? Is it profitable? Do you have a realistic expectation for the sale price? Listen as experienced business broker,...

  
• 05.06.2019

  The Best Kept Secret in Business: The Business Broker

  Don't sell your business short by accepting unfavorable financial terms, and don't just close the doors because you don't think anyone will buy it. These scenarios unfortunately happen often with business owners unaware that there are professional business brokers with...

  
• 04.29.2019

  From Bodyslams to Mani Pedis – Tales From a Pro Wrestler Turned Business Owner

  You may know Mark LoMonaco better as Bubba Ray Dudley or Bully Ray, but you probably don’t know him as a day spa owner. There’s more to this WWE Hall of Famer than meets the eye, and more to his...

  
• 04.22.2019

  For Sale: Marketing Your Business for Success

  Do you have a social media marketing plan? Do you need one? Marketing is a key component of any business, whether you're the business owner, buyer or seller. As the founder of one of Inc. Magazine's Fastest Growing Companies in...

  
• 04.15.2019

  Dressing for Success: From a Van to the NFL

  Victor Talbot’s story is the epitome of the American dream. Long before Victor Talbots was a successful men’s fashion establishment known for styling NFL in-studio analyst Boomer Esiason, it was just a dream of Victor’s. Victor started the business in...

  
• 04.01.2019

  Taxes and the Trump Effect: Should You Be Worried?

  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...

  
• 03.28.2019

  Selling Cyberspace: How to Put a Price on Virtual Assets

  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...