IBBA Canada
Annual Conference

Welcome & Conference Kick Off

Business Broker Marketing and Conversion Playbook

Speaker: August Milazzo, ClientsiO

In this action-packed session, you’ll discover the most effective marketing channels for attracting high-quality sellers. From proven online ad strategies to untapped lead sources your competitors are ignoring. We’ll also break down exactly how to follow up and nurture those leads so more conversations turn into signed listings. Whether you’re looking to fill your pipeline or close more deals, this presentation will give you the tools, tactics, and follow-up frameworks to win in today’s market.

Panel Discussion – Financing Canadian Deals

Panel: Village Wellth, Desjardins, The Money Mint

Moderator: Pratik Mehta

This panel discussion will explore strategies and options for financing business transactions in Canada. Experts from Village Wealth, Money Mint, and Desjardins will share insights and answer questions from attendees.

Structuring for Success: Tax-Efficient Business Exits

Presented by: Varun Sehgal, Think Accounting

Learn strategies to minimize capital gains tax. This session will equip business brokers with practical, tax-efficient approaches to structuring deals that protect value, reduce tax burdens, and set clients up for a more successful transition.

Top Performer Panel

Panel: Erin Crawford, Ron Hunter, Keith Mackenzie and Steve Schimdt

Moderator: Paul Vokaty

This panel brings together top-performing business brokers who have successfully moved into higher-value markets. Panelists will share strategies, insights, and lessons learned for expanding your business, attracting larger clients, and closing more complex deals. Attendees will gain practical tips to elevate their practice and achieve greater success in higher-value transactions.

Robbinex Cooperative Networking

Join this Robbinex networking session to expand your COI lists, connect with advisors complementary to business brokerage, discuss your offerings, and form new referral partnerships—all while learning how Robbinex fosters cooperation and trusted client referrals.

Alexander Room (A)

Automating your brokerage with AI

Presented by: Scott Duke, Business Succession Group

Discover how artificial intelligence can streamline your brokerage operations, enhance sales, and boost productivity. This hands-on workshop will show practical ways to automate routine tasks, manage client relationships, and leverage AI tools to generate more leads, close deals faster, and gain a competitive edge in dealmaking.

Controlling the Process

Presented by: Greg Kells, Sunbelt Canada

Successfully closing a business sale requires coordinating with multiple stakeholders—buyers, sellers, lawyers, lenders, accountants, and other key influencers. Each of these parties can impact the outcome of a transaction. This session will provide practical guidance on how to keep everyone aligned and on track, helping you increase the likelihood of deals reaching the finish line.

Course – IBBA 310 – How to Win Listings Engagements with Large Business (Canada Specific)

Taught by: Erin Crawford

This course will teach you how to successfully identify and engage owners of larger businesses valued over $1 million. Learn how to target the right markets, capture the attention of decision-makers, motivate owners to consider selling, and guide them through the selling process—ultimately positioning yourself to secure the listing agreement.

Separate registration required.