IBBA Insights Spring 2023

In recent past years, the IBBA heard from many of our tenured Certified Business

Intermediaries® (CBI) who practice in the main street and general marketplace. They voiced

their desire for advanced education to have even more expertise in what they do. It was

the vision of IBBA Executive Director, Kylene Golubski, to develop a Master’s Education

Program to satisfy those needs. Kylene said, ”One of IBBA’s principal focuses is to deliver

education on the knowledge, skills, and techniques permitting Business Brokers to operate

at the highest level of competency to best serve the needs of their clients.”

During 2022, the effort began to make the Master’s Education Program a reality. The

Program is focused on the CBI member who wants to expand and extend his/her knowledge

base within the main street and general marketplace. Some IBBA members want to move

onto bigger deal sizes in the the lower middle market and learn how to do that by becoming

members of the M&A Source®, IBBA’s sister organization. However, a significant number

of tenured CBI’s are more interested in continuing to work in the main street and general

marketplace to increase their depth and breadth of knowledge in that space. Unlike the

entry and intermediate level education where the “nuts and bolts” of business brokerage

are taught, this Master’s Program was designed to teach a higher level of knowledge and

skill sets. Steven Beal, IBBA’s Education Committee Chair, comments that, “… education at

the IBBA must be innovative and stay at the leading edge of content and technology. This

Program certainly does that.”

The Master’s Education Program content was developed and is being delivered by some of

IBBA’s best instructors. The Program focuses on the subtle, and often surprising, issues

that occur in actual deals but can usually be avoided only through expertise and years of

experience. Many times, these difficult issues can end a deal; an outcome we can perhaps

avoid. It is the intent of this Program to focus on preparedness and the actions that the

Business Broker can take to anticipate and prevent such issues from arising, and to know

how to effectively handle them when they do arise.