A CVBBA membership provides lower-cost training, networking with fellow brokers and access to local professionals [e.g. attorneys, CPA’s bankers, wealth managers, etc.].
CVBBA has joined forces with IBBA!
CVBBA Regular memberships now include full IBBA Membership.
IBBA membership benefits include:
- Business Reference Guide Online
- BizMiner Industry Financial Reports
- ValuSource Market Comps database
- V-Rooms virtual data rooms
- Exposure on the IBBA website
- IBBA monthly educational Webinars
- Savings on IBBA conferences and educational summits
- Access to Certified Business Intermediary (CBI) curriculum and designation

CVBBA Conferences & Events

Change Your Mix in ’26 is more than a conference – it’s an opportunity to strengthen your network, sharpen your skills, and position yourself for greater success.
Our conference focus this year is helping members build better deals, win more deals and close bigger deals by:
- Expanding strategic relationships among business brokers, lenders, advisors, and other professionals who play a critical role in successful business sales and acquisitions.
- Enhancing member education and resources through practical training, tools, and peer support that help brokers close more transactions, pursue larger opportunities, and grow their businesses.
Bottom line: The conference is designed to equip members with the connections, knowledge, and skills needed to increase deal success and accelerate brokerage growth.
July
Event Details
Join us for a special webinar on Wednesday, July 29, from 12:00–1:00 PM EST, as we take you behind the scenes of
Event Details

Join us for a special webinar on Wednesday, July 29, from 12:00–1:00 PM EST, as we take you behind the scenes of the 2026 CVBBA Annual Conference- Change Your Mix in ’26, taking place September 22–24 at Embassy Suites, Cary, NC.
This year’s conference is focused on helping you:
☑️ Build Better Deals ☑️ Win More Deals ☑️ Close Bigger Deals by:
🔗 ️Expanding strategic relationships among business brokers, lenders, advisors, and other professionals who play a critical role in successful business sales and acquisitions.
🎓 Enhancing member education and resources through practical training, tools, and peer support that help brokers close more transactions, pursue larger opportunities, and grow their businesses.
The conference is designed to equip members with the connections, knowledge, and skills needed to increase deal success and accelerate brokerage growth.
Hear directly from CVBBA leadership, industry experts, and our conference keynote speaker as they share what’s new for 2026 and why this year’s conference is one you won’t want to miss.
Speaker Spotlight Panel
Moderated by Phil Bongiorno (Education & Conference Committees)
AJ Ramsey, CVBBA President
Heather Valeri, CVBBA President-Elect
Mark Pompeo, SVP-Small Business Lending, Live Oak Bank
Dr. Sarah Glova, Conference Keynote Speaker
What’s New at the 2026 Conference?
Lower middle market and growth-focused content
Industry-leading speakers
Business communication and technology training
Strategies to increase deal flow and grow your business
New conference videography and expanded content coverage
Join our live Q&A and get your conference questions answered directly by the panelists at the end of the webinar!
Get the inside scoop on what’s ahead and get ready to Change Your Mix in ’26!
Any questions, feel free to contact Stacey Heller, Operations Manager, or Education Chair, Heather Valeri.
Time
August
06aug5:30 pm7:30 pmJoin Us in Winston-Salem!Brewing Connections. Building Better Deals.
Event Details
Join the Carolinas-Virginia Business Brokers Association (CVBBA) for our next Regional Networking Social at Foothills Brewing in Winston-Salem on Thursday, August 6th. Reconnect
Event Details

Join the Carolinas-Virginia Business Brokers Association (CVBBA) for our next Regional Networking Social at Foothills Brewing in Winston-Salem on Thursday, August 6th.
Reconnect with colleagues, meet new professionals, and build valuable relationships with business brokers and trusted deal professionals.
Event Details
📅 Date: Thursday, August 6
🕠 Time: 5:30 PM – 7:30 PM
📍 Location: Foothills Brewing, 638 W 4th St, Winston-Salem, NC 27101
Why Attend?
- Enjoy complimentary food and drinks in one of Winston-Salem’s favorite gathering spots.
- Expand your professional network with business brokerage and deal-making professionals.
- Build relationships that can lead to referrals, partnerships, and future transactions.
- Increase your visibility within the Carolinas-Virginia business brokerage community.
Food and drinks courtesy of our event sponsor, Scott Jones and Matt Lindsey, Truliant SBA Lending. We’re grateful for their continued partnership and commitment to supporting the CVBBA community.

RSVP by 7/30/26 to secure your spot. Any questions, reach out to Ben Shaw.
Time
September
No Events
October
No Events
November
No Events
December
No Events

The Carolinas-Virginia Business Brokers Association is a non-profit corporation
CVBBA is created to unite those engaged in the sale of business opportunities in North Carolina, South Carolina and Virginia for the following purposes:
- Promote the ongoing professional development of members through educational opportunities and networking.
- Create a competitive advantage for members.
- Set the standard for ethical conduct for members.
The CVBBA is a Board Governed Member Based Organization
The Board of Directors is committed to expanding resources and tools for each member.
Over years of experience the Board has defined and provided time saving efficiencies and benefits.
These are tested benefits with proven results provided for free along with membership, or at a significantly reduced cost.
- List of Professionals
- Private Equity Info
- Virtual Data Room

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