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IBBA Mid-America Fall Workshop

IBBA Mid-America Fall Workshop

15sep7:30 am6:00 pmIBBA Mid-America Fall WorkshopGrowing your Practice

Event Details

Growing your Practice

featuring Intro to M&A* with Mike Adhikari


Why the Broker Simplification Act is important to YOU
led by Mike Ertel, BSEE, MSIA, CBI, M&AMI, CM&AA
Co-Chair, BIEF Campaign for Clarity

Join fellow business brokers for a day full of learning and networking.

Friday, September 15, 2023

7:30 am-6:00 pm Central

Knights Center at Washington University in St. Louis, MO

Agenda highlights include:
IBBA Intro to M&A Course*  · Broker Simplification Act · Effective Tech Use for Brokers · Strategies for Growing your Practice · Mastermind Panel

Introduction to Mergers and Acquisitions -4 credit hours

Learn what is involved in the mergers and acquisitions (M&A) process, the intermediary’s role and value within the process and the ethical decision-making that must be applied throughout.

Introduction to the M&A process is geared toward individuals who are considering developing a professional practice as an M&A advisor. Such individuals may be experienced general business brokers who want to understand the differences in activity and skills required in the middle-market. It is also recommended for professionals and executives who have been involved in transactions but who have not acted specifically as a deal-maker, such as lawyers, accountants, lenders, etc.
No prerequisites.

*Course completion fulfills:

  • 4 hours CEU toward CBI designation

Register now via Eventbrite

Member cost: $325; Early bird discount: $275 if register by August 31
Non-member cost: $400

Two ways to participate:

  • In person: Charles Knight Center at Washington University; St. Louis, MO – breakfast, snacks, lunch, and happy hour included!
  • Virtually: via Zoom link
Thank you to our sponsors:
LiveOak Bank
The BancorpTransWorld Business Advisors
Interested in sponsoring the event? Contact Bill Roland –



September 15, 2023 7:30 am - 6:00 pm(GMT-05:00)