IBBA Insights Fall 2024

THE IBBA’S GUIDING PRINCIPLES

Thankfully, the IBBA has long been guided by what

we refer to as “ENDS.” Essentially these are mission

statements that clearly define our “Why and Who.” In

broad terms, our association exists to equip business

intermediaries with the knowledge, tools, and

resources needed to serve clients with excellence. Our

ultimate goal is to facilitate the successful transfer

of small businesses, thereby contributing to thriving

economies and communities. This purpose is our

constant North Star.

How we accomplish this purpose is our “What” and

where flexibility and adaptability come into play. The

strategies we employ must evolve based on feedback

from our members’ and stakeholders’ developments

within the industry, as well as the resources available

to us. However, while we must be agile in our

approach, we must also remain steadfast in our focus

on the areas where we need to be truly excellent. For

the IBBA, some of these focus areas are Education,

Certification, Engagement, and Awareness.

DEFINING YOUR OWN FOCUS

I encourage everyone, whether leading an

organization or managing one’s own brokerage or

M&A practice, or for that ma�er, oneself, or a general

business, to take the time to define ones’ own “Why,

Who, and What”. Have you wri�en down the core

purpose of your business? Do you know whom you

are here to serve, and what you must do to serve

them effectively? Documenting these elements is an

essential step towards success.

This exercise does not need to be elaborate, or complex.

In many cases, a single page will suffice. At the IBBA, we

have formalized this process through our Governing

Policy Manual which I encourage each of you review

by logging in to the IBBA member portal. Once logged

in, got to the “Quick Links” tab on the top right then

scroll down to the bo�om to “IBBA Governance”. Here,

you can review IBBA Governance webinars, access

related learning resources, and also have access to the

most recent IBBA Governance Policy Manual. Also

to view the Vision manifesto you may go to “About”

>>> “Vision” >>> “Read our full vision”. The Policy

Governance Manual and the Vision manifest serve as a

constant reference point for our decision making. They

are tools we use and return to repeatedly, to ensure that

our actions align with our purpose.

THE CHALLENGE OF FOCUSED LEADERSHIP

While the concepts of defining purpose and focus

may seem straightforward, the reality is that they are

not easy to implement. There are o�en many good

ideas and potential initiatives to choose from, but the

challenge is identifying those that best align with the

organization’s core purpose. This challenge is captured

well in the popular saying, “Good is the enemy of Great.”

In practice, achieving our goals is more o�en the

result of making the right choices among many good

options, than that of avoiding obviously bad ones.

As individuals, and as organizations, we must decide

what we will be excellent at, and then maintain a laser

focus on those activities. This requires the boldness to

reject initiatives that do not align even if, they appear

beneficial in the short term.

LETTER FROM THE CHAIR