Note: The conference registration fee for CVBBA members is included in the cost of membership. The fee for non-CVBBA members is $150. Hotel group rate is listed below.

2019 Conference: "Charting Your Course to Success"

Let’s face it . . . we’re in a tough industry! To be successful as a Business Broker or an M&A expert, you have to be experienced, professional, and technically proficient. Clients will look to you to navigate through the obstacles that inevitably accompany every deal and you need to be armed with the right tools. Are you prepared?

Our industry is changing. Technology has enabled us to work more quickly and effectively, but can also be overwhelming at times, and even distracting. Those who fail to embrace the new tools of our trade risk getting lost. Furthermore, the economy looks very different today than it did just five or ten years ago. As memories of the Great Recession fade, many business owners are finally ready to pull the trigger and sell their companies. They need help in doing so, and that’s where YOU come in!

With the booming economy, new brokers enter the field every day.   Since our industry is largely unlicensed, there are very few barriers to entry for new players. However, the barriers to SUCCESS are huge. Whether you’re a brand new broker or a 20-year veteran, you need to be deliberate about your career to make sure you develop and hone those attributes that will position you to serve your clients and close more deals.

Fortunately, you’re not alone in this journey. The CVBBA provides a platform for you to further your education, stay abreast of critical industry issues, and develop strong, lasting relationships with other brokers and deal professionals. The 2019 CVBBA Conference in Charlotte will help you continue to chart your course to success!

Hotel Location: Renaissance Charlotte Suites Hotel   2800 Coliseum Centre Drive, Charlotte, NC 28217 | 704-357-1414
If booking online please use the following special group rate link:

Book your group rate for Carolinas Virginia Business Brokers Association Annual Meeting

(Group rate cut off is September 4th)

Room Rates:
$149 on Wednesday, September 25th
$149 on Thursday, September 26th



Conference Agenda 9/25-9/27, 2019 conference

Date Time Event
Wednesday, September 25th 5:30pm-7:30pm (Optional) CVBBA Welcoming Reception & Networking Event in the hotel lobby (food and beverage courtesy of the CVBBA)
Thursday, September 26th 6:30am-8:00am Continental breakfast / Registration
8:00am-12:00pm (Optional) FREE Education Course: "Acquisition Lending for Goodwill Transactions" presented by Steve Mariani. See details below for course description
12:00pm-1:00pm Registration and Lunch
1:00pm-1:15pm Opening Remarks - Mike Metzger
1:15pm-1:25pm Legislative Update - Mark A. Pompeo
1:25pm-1:55pm Sponsor presentations Live Oak Bank, Benetrends
1:55pm-2:50pm "The Pros and Cons of Co-Brokering" presented by Andy Cagnetta & Jim Parker
2:50pm-3:05pm Break with sponsors

Three back-to-back 30 minute roundtables with a 5 minute break in between. Round 1: 3:05 - 3:35 / Round 2: 3:40 - 4:10 / Round 3: 4:15 - 4:45.

Roundtable A: Co-brokering Feedback - Steve Minnich; Roundtable B: CVBBA Ideas and Suggestions - Board; Roundtable C: IBBA Joint Membership - Adam Petricoff  & Jeff Snell (Each Roundtable will be repeated for each Round)

4:50pm-5:00pm Sponsor presentations Aquesta Bank, T Bank
Thursday, September 26th 5:45pm-7:30pm Networking Reception at Jocks & Jills sponsored by Live Oak Bank
Friday, September 27th 6:30am-8:00am Continental breakfast with sponsors / Registration
8:00am-8:10am President's Remarks
8:10am-9:00am Sponsor Panel: "Taking Your Business Brokerage Practice to the Next Level" - Moderated by Ron Buck
9:00am-9:30am Networking break with sponsors
9:30am-10:20am Workshop Session 1*
10:20am-11:00am Introduction to Multiple Listing Service presented by Andy Cagnetta & Jim Parker
11:00am-12:00pm Workshop Session 2*
12:00pm-1:00pm Lunch - Mastermind sessions
1:00pm-1:50pm Workshop Session 3*
2:00pm-2:30pm Sponsor presentations Peercomps, VCC
2:30pm-2:45pm Wrap up / Raffle Prizes

  *Workshops: We have 3 workshops that are running simultaneously at 3 different time slots

Workshop A: Preparing for a Down Market - John Dolbec
Workshop B: Ten Tax Tips to Turn the Timid to Transforming Transitions - Rick Chess
Workshop C: Using LinkedIn to Grow Your Practice - Jimmy Coleman

FREE (Optional) Educational Course: Thursday September 26th, 8am-12pm

"Acquisition Lending for Goodwill Transactions - From Add-Backs to Closing" presented by Steve Mariani

Course Description: This 4-hour workshop begins by going through many of the most common cash flow add back items most consider SDE along with the lenders view on each of them. Steve then explains many of the creative structuring methods that can benefit the larger goodwill transactions and higher net worth borrowers. Every attendee is sure to leave with a greater knowledge of today’s financing options and possibilities in this ever-changing market. If you consider financing for any of your listings, then this is a don’t miss workshop.

Instructor Bio:

Stephen “Steve” Mariani, Owner, Diamond Financial Services (DFS)

Over the past 22 years Diamond Financial Services has been helping small business owners realize their dreams by funding over $1 Billion in acquisition loans. Since that time Diamond has become largest privately owned non- bank SBA acquisition loan generator in the nation serving ONLY the broker markets. Steve has been traveling the country for many years where he educates intermediaries through workshops and presentations. He is a 2019 IBBA Board member and has also been producing and presenting broker training webinars and workshops for the last 9 years at every IBBA conference event.

Steve Mariani, owner, started Diamond Financial Services in 1996 with the vision to create a company that focuses on assisting businesses secure financing. Personally owning 7 previous companies makes him uniquely qualified to structure financing options to best benefit all parties involved. His understanding of SBA rules also allows for providing the most aggressive financing available nationwide. Steve has seen the difficulty and challenges in securing business loans to acquire a business so he immediately immersed himself and learned the intricate, complicated world of the SBA (Small Business Administration) loan process. He mastered the SBA SOP (Standard Operating Procedure) rules and regulations and has become a major source for many national lenders. Business Brokers, lenders and owners nationwide seek Steve’s advice and he has become the “expert” in SBA loans.


Thank You Sponsors!