Courses

2020 education course schedule coming soon.

Looking to become a business broker or for a refresher course?  Want to keep up-to-date on the latest tax and legal updates?  


1000  *INTRODUCTION TO BUSINESS BROKERAGE BOOT CAMP  (2-DAY COURSE)     
16 TREC/TABB credit hours, TREC course # 37261                     

Initial training to become a Business Broker taught by leaders in the profession.  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. Become knowledgeable in the skill levels associated with the various Business Broker Associations, certifications and specialties.
 
2000  *M&A ADVISORS BOOT CAMP   (2-DAY COURSE)   
16 TREC/TABB credit hours, TREC course # 35213
                     
Continuing training provides licensed real estate professionals with the skills to guide Entrepreneurs through the entire cycle of owning & selling mid-sized businesses known as E4:
  • E1 Evaluating appropriate pricing before consummating a buy/sell transaction.
  • E2 Entering business ownership through a realistic due-diligence process.
  • E3 Enhancing performance and profitability during ownership.
  • E4 Exiting business ownership with a secure Financial retirement.
 
2010  *ADVANCED LEGAL: THE M&A PROCESS   
8 TREC/TABB credit hours, TREC course # 35218 

Designed to introduce the broker or salesperson to larger business brokerage deals. Among other things, the course will cover the Texas Administrative Code M&A Dealer exemption for transactions involving securities, the federal securities laws application to business transfer deals in Texas, and transactions involving assets sales including real estate, whether leased or in fee simple. It will also walk the participant through the issues and the structure of the documents typically seen in larger business brokerage transactions, help the participant manage the deal process, close more transactions and generally prepare a broker or salesperson to handle larger business brokerage transactions.

1030  *ANALYZING & RECASTING FINANCIAL FOR SMALL TO MIDSIZE BUSINESSES
8 TREC/TABB credit hours, TREC course # 35214
Learn how to read and analyze financial statements for small to midsize businesses and determine the
discretionary earnings tangible & intangible assets that will be transferred with a sale of a business.
 
1040  PRICING SMALL BUSINESSES AND THE VALUATION PROCESS   8 TABB credit hours
Professional techniques in Pricing Businesses necessary to protect seller’s value.
 
1011/2011  TAX LAW UPDATES FOR BUSINESS BROKERAGE & M&A TRANSACTIONS  8 TABB credit hours
Skills for handling Tax Issues in Transactions to put more money in everyone’s pockets.
 
*TREC Approved
TABB, Inc. – TREC Approved Provider #291

Courses in the 1000s fulfill required classes for BCB certification.
Courses in the 2000s, approved courses by IBBA, and approved courses by M&A source can fulfill the balance of BCB hours.