COURSES
Course #101 C
Transitioning from Real Estate to Business Brokerage
(4 credit hours)
Learn about the role, value and ethics of the business broker in the process of finding sellers, preparing listings, finding qualified buyers, negotiations and closing sales. Gain an appreciation of the need to understand financial statements and to be able to competently assess the value of a business. Become knowledgeable in the skill levels associated with the various business broker associations, certifications and specialties.
Course #206
Managing the Due Diligence Process
(4 credit hours)
Learn how to take a defined and methodical approach at the due diligence process for transactions, whether large or small, simple or complex. Ascertain whether or not to take a listing and how to increase your chances of successfully closing each transaction. Discuss how to determine if a business is likely to have trouble during due diligence, identify possible impediments to closing, educate the seller and buyer about the process, control and manage the due diligence process and set up appropriate document review and control processes and systems. This course is applicable to Main Street and Middle Market.
Course #310
Marketing M&A
(8 credit hours)
Learn how to successfully contact and retain sellers of mid-market companies, how to motivate owners to sell and how to guide them through the selling decision. Discuss the importance of educating business owners about the middle market and selling their companies, targeting middle market owners and using that education as a selling tool to obtain clients on retainer.
Course #580
Canadian Taxes
(8 credit hours)
The tax implications of the sale or merger of businesses can be profound and are relevant in every transaction. While business brokers are not tax practitioners, they should understand the concepts and terms. This course provides basic tax knowledge to sensitize participants to the relevant issues that will be addressed in detail by their client’s accountants and legal counsel.
