IBBA Insights Spring 2023

SPRING 2023

Rather than a lecturing environment, our students are learning through a colloquium type

setting that is more reminiscent of the learning process in graduate school studies. Thus,

our instructors have been renamed as Professors for this Program. Each of the 10 Professors

spends a month on a different aspect of the business brokerage process. They meet with the

students live, online two times per month with pre-work, exercises and discussions with the

students participating in the colloquium setting. Topics include issues and experiences, and

are discussed by all sharing their ideas. It provides an opportunity for the CBI to learn of the

mistakes and accomplishments of others, saving many years of building those experiences

themselves. The ten Professors for this inaugural Program include Cress V. Diglio, Rich

Mowrey, Louis Pereira. Glen Cooper, Jim Afinowich, Andy Cagnetta, Tawnya Gilreath, Lou

Vescio, Monty Walker, and Pino Bacinello. The colloquium style of learning is delivered live,

online using IBBA’s learning platform at www.ibbauniversity.com.

The result is that the entire group gains the knowledge and virtual experiences of others.

Cress Diglio, with many years of experience, tell us that he has learned many new ideas from

the students. Lou Pereira, who is teaching the valuation session, spent zero time teaching

the math; every student already knew the valuation process. Instead, Professor Pereira was

more focused on the thought process involved in valuing a business. He posed interesting

scenarios for the students to discuss and the results, coming from various experiences, were

very helpful to all.

We have to date completed two months of the 10-month Program. The sessions were designed

to follow the various stages of the business brokerage process. They include:

Prospecting for Sellers

Pre-Due Diligence with Sellers

Analyzing and Valuing Businesses

Packaging and Marketing Businesses

Identifying and working with Qualified Buyers