Monthly Speaker Series

BULK SALES/CAPITAL STOCK TRANSFERS
Dan E. Levine, Escrow Officer
Celebrity Escrow
818 701-5858

25 LESSONS LEARNED IN MY 25 YEARS
Eldon R. Edwards, Broker
Inco Business Sales
805 569-6464
MAKING OF A BUSINESS BROKER
Mike Nesh, Broker
United Business and Property Brokers
www.unitedbizbrokers.com
1031 EXCHANGE
Kitty Cheng CPA MBT
www.horwathcal.com
MERGERS AND ACQUISITIONS
Tom Tauli, Publisher
www.MergerForum.com
CALIFORNIA ASSOCIATION OF BUSINESS BROKERS
Ken Oppeltz, President
www.CABB.org
ARBITRATION,MEDIATION OR LITIGATION
Doug McDermott (Esq,)
Certified Mediator
310 266 0506
SBA LOANS AND PROGRAMS
Frank Brancale
Public Info officer
US SBA Los Angeles District
BROKER COMMISSIONS AND THE BUY/SELL AGREEMENT
Timothy G. Dallinger, Esq
818 508 1103
SBA LENDING UPDATE
Robert Coleman, Publisher
www.colemanreport.com
TAX DEFERRAL IN BUSINESS SALES
John Balian, Esq
www.bbblaw.com
SBA FINANCING FOR BUSINESS CAPITAL ACQUISITION
Rita Mitchell
Small Business Development Officer
UPS Capital
www.upscapital.com
SMALL BUSINESS APPRAISAL
Jeff Wolpin; MBA, CBA, CREA, CCRAKitty
1-877-VALUATE
SMALL BUSINESS STOCK TRANSFERS
Bill Staley, Esq
www.Staleylaw.com
ABC LIQUOR LICENSE TRANSFER/SALE
Andrew Birgel, Esq
818 986 7496
ALLOCATION OF PURCHASE PRICE
Kitty Cheng (CPA MBT)
Grobstein Horwath and Co.
www.horwathcal.com
RESTAURANT ACQUISITION: DESIGN/EQUIPMENT AND PERMITS
Mark Tepper
http://www.mrculinary.net
SBA;WHOOSHING THROUGH THE PROCESS IN 30 DAYS
James Whitney, Senior VP: SBA Loan Division
First Private Bank and Trust
1 818 842-9191
NETWORKING FOR YOUR LISTINGS
George Hicks
Sunbelt Business Brokers/Torrance
310-539-8300 #217
ADVANCE RESTAURANT FINANCE
Kendall Giliberti / Vice President
Advance Restaurant Finance
310 649 6677

STRUCTURED SALES: DEFERRING CAPITAL GAIN
Dan Finn / Vice President (CPCU, CSSC)
FINANCIAL SETTLEMENT SERVICES

ERRORS AND OMISSIONS INSURANCE FOR BROKERS
JOE HANRAHAN
STATE FARM INSURANCE

STRUCTURING BUSINESS IN THE 21 CENTURY
William C Staley, Esquire
http://www.staleylaw.com

MAXIMIZING SELLER INCOME FROM SELLING YOUR BUSINESS
Andrew Bunnin: Vice President
Chris Clarkson: Wealth Management Director
B E R N S T E I N Investment Research and Management
A Unit of Alliance Capital Management L.P.

ESSENTIAL TIPS FOR BEING A PRODUCTIVE BIZ BROKER
Eldon Edwards . CBI, CBOA
Inco Business Sales
Santa Barbara

LEASES: PITFALLS, PRATFALLS AND LANDLORDS
Timothy Dallinger, Esq.
818-986-2311

ABC DEPARTMENT; POLICY AND PRACTICE
Leslie Pond : Supervising Investigator
California Dept of Alchoholic Beverage Control

SBA SMALL BUSINESS ACQUISITION LOANS
Hank Urbach
SBA/Commercial Loan Specialist
Wachovia Small Business Capital

DROP DEAD DATES AND CLAUSES IN YOUR AGREEMENTS
Dan Levine
Celebrity Escrow

ACQUISITION FINANCING THROUGH BUYER 401 K CONVERSION
Ms Cheri M Sullivan
President Gillis Pension Consultants
www.gillispension.com

TO TAKE THE LISTING OR NOT?–THAT IS THE QUESTION
SCBBN ROUND TABLE DISCUSSION
Henry Weaks
Sunbelt Pasadena
MAKING VIDEOS/DVD’s TO HELP SELL YOUR LISTINGS
Robert Grimes / Westside Media & Design
Video Producer for BizBuyShow.com
Kamran Blourtchi / VR Business Brokers
PERSPECTIVES OF THE RESTAURANT BUSINESS
DARLENE HESKAMP / President
RESTAURANT BROKERS ASSOCIATION
SMALL STOCK COMPANY SALES
Tom Taulli @ www.bizequity.com
PERSPECTIVES ON SELLING A CARWASH
Joe McKettrick
CarWash-Brokers
www.CarWash-Brokers.com
OPTIONS FOR BUYER FINANCING OUTSIDE OF SBA
Hank Hurbach
Americoast Financial
www.americoastfinancial.com
BUYING/SELLING A SMALL BUSINESS IN BANKRUPTCY
Jeffrey Shinbrot, Esq.
ROLE OF THE BOE DURING ESCROW PROCESS
Mr. Tom Ferguson
Board of Equalization / Van Nuys

BROKER’S DUE DILIGENCE DUTIES
Tim Dallinger/Dallinger Business Consulting

THE MLS FOR BIZ BROKERS?
Harvey Osherenko
Southland Regional Association of Realtors

SMALL BUSINESS EVALUATIONS
Willard Milchin/Kismet Business Brokers
PACIFIC REPORTS
David Silverburg

THE BROKER/LENDER RELATIONSHIP
Doug Carr
Sr. Business Development Mngr.
UPS Capital Business Credit
BIZFORVIEW.COM
Kamran Blourch

THE BROKER AND THE ESCROW HOLDER
Ken Carver/D & G Escrow
CONTINENTAL BUSINESS CREDIT
Fred Lionetti
PUBLIC RELATIONS FOR THE BUSINESS BROKER
Eldon Edwards / Remax/Inco Business Sales
SAGE BANK CREDIT CARD PROCESSORS
John La Rocca
ETHICS OF DUE DILIGENCE
Willard MIlchin/Kismet Business Brokers
THE STRUCTURED SALE
Andrew Hull / www.deferthetax.com
CABB
George Lanza
AMERICAN FINANCE SOLUTIONS
Scott Greist
SELLING RESTAURANTS
Rex Paul
SECURITIES BASED FINANCING
James Lyon/CFA UBS Financial Services
SBA UPDATE GUIDELINES
Ajay Patel/Wells Fargo SBA
ERRORS AND OMISSIONS INSURANCE FOR BROKERS
Julie Bradt/Venbrook Insurance Services
Aaron Bluhn/Swett &Crawford
FRANCHISE SALES
Tom Miller/Murphy Business Brokers
OFFSETTING TAX LIABILITES ON SALE
LIFE SETTLEMENTS
Greg Turkin &Chad Fishman
Fishman Benefits Group

CHARITABLE REMAINDER TRUSTS
Doug McDermott

DEFERING THE TAX
Andrew Hull

PRACTICAL AND LEGAL ASPECTS OF BIZ SALES
Bill Staley, Esq
THE TECHNIQUES OF VALUATION
Tom Taulli @ www.bizequity.com
LEGAL DEFENSE PROGRAM FOR BUSINESS BROKERS
Allen Kliff
SBA TODAY
Ajay Patel/Welles Fargo SBA
ASSET LIQUIDATION SALES
Joe Lazer/www.assetliquidation.net
BUSINESS BROKER DIRECT MAIL MARKETING
Chris Miller/www.adsoftdirect.com
TIME MANAGEMENT AND GOAL SETTING
Anthony L. Mitchell
www.coach2you.com
ONLINE INTERNET MARKETING AND SOCIAL NETWORKING Networking
DEBORAH GALLANT
http://www.boldbusinessworks.com

TOPIC: PRORATA ESCROWS (OR IN REAL ESTATE PARLANCE: SHORT PLAYS)
KEN CARVER
/BULK SALES MANAGER
www.DGEscrow.com
TOPIC: SELLING TO AN ALIEN ( OVERSEAS BUSINESS BUYER
DAVID FULLMER, ESQ. / Ivener & Fullmer :
http://www.usworkvisa.com/
TOPIC: LENDING ON RECEIVABLES, EQUIPMENT, AND INVENTORY FOR
ACQUISITION FINANCING

TLeslie Johnson, Esq. / Marquette Commercial Finance.
www.marqcfi.com

401K ACQUISITION FINANCING WITHOUT TAXES, PENALTIES, INTEREST OR DEBT
Doug Smith / BENETRENDS
www.Benetrends.com

TOPIC: AVOIDING LITIGATION IN YOUR BIZ BROKERAGE PRACTICE
TIM DALLINGER /Dallinger Business Consulting
http://www.dallingerbusinessconsulting.com