2018-05-14T09:55:09-07:00 2017-12-31 770412784 Roeser Accountancy Corporation 9 River Park Place East Suite 450 Fresno CA 93720 990EZ 2017-01-01 770168768 California Association of Business Brokers CALI 4747 N First St Fresno CA 93726 RICH SCHAMMEL Treasurer 2018-05-14 true William E Roeser CPA P00022001 5592255200 2017 2022-09-23 18:48:47Z X X N/A X X 109560 X 6100 42332 61128 0 0 0 0 109560 75768 1899 74343 152010 -42450 80887 38437 X 77913 111820 2974 1651 80887 113471 75034 80887 38437 The California Association of Business Brokers is an association of business brokers and merger and acquisition specialists whose goal is to promote the growth and professionalism of the business brokerage community within our state. 1. Provided the following educational courses: a. CABB 101 2-day course, required of members - Introduction to California Business Brokerageb. CABB 201 - 1 day course, required of members Advanced Recasting and Valuations c. CABB 130 1 day course Finance for Business Brokersd. IBBA 210 2-day course - Analyzing and Recasting Financial Statementse. IBBA 220 - Introduction to Pricing Small Businessesf. IBBA 301 - Introduction to Mergers and Acquisitions Processg. CABB 501 1 day course - CBB Renewal2. Provided members the opportunity to obtain the designation of Certified Business Broker, CBB. This designation is awarded upon completion of required courses, a period of experience in the industry and completion of the required number and/or size of transactions. It signifies a level of competence and accomplishment to prospective clients and members of the business brokerage community. 3. Provided monthly CABBinars web seminars about hot topics and new ways to improve your practice and sell more. And, weekly emails including tips & relevant stories.4. CABB provided its members with a complete set of standard forms designed jointly by attorneys and business brokers exclusively for the business brokerage profession. The forms include a representation agreement listing form, purchase agreement for business assets, stock purchase agreement, disclosure forms for both buyers and sellers and many more. The forms are copyright protected and are available only to individual members of CABB.5. Held 2-Day Annual Statewide Conference offering top speakers, presentations, roundtable discussions and opportunity to meet with industry sponsors.6. Provided regional networking opportunities including quarterly member meetings to exchange listings, network with other business brokers and listen to professional speakers on topics relating to business brokerage. AMY COLE Secretary 0 0 NANDA NANDKISHORE President 0 0 RICH SCHAMMEL Treasurer 0 0 RONALD JOHNSON Director 0 0 GEORGE HICKS Director 0 0 ED FIXEN Director 0 0 MATT COLETTA Chairman 0 0 AL STATZ Director 0 0 GARY HINES Director 0 0 JOHN HOMAN Director 0 0 TAWNYA GILREATH Director 0 0 false false false false false false false false 0 0 false Professional Exchange Service 4747 N First St Ste 140 Fresno CA 93726 5592286140 false false false false false false false false false NONE NONE Other Expenses.1001 Advertising and Promotion $961 Other Expenses.1002 Office Expenses $247 Other Expenses.1003 Information Technology $3819 Other Expenses.1005 Travel $629 Other Expenses.1007 Conferences, Conventions, and Meetings $53059 Other Expenses.1010 Amortization $1395 Other Expenses.1012 Insurance $1849 Other Expenses.1 BOARD MEETING EXPENSES $6174 Other Expenses.2 BANK AND MERCHANT FEES $4859 Other Expenses.4 MISCELLANEOUS $783 Other Expenses.6 TELEPHONE $418 Other Expenses.7 STORAGE $120 Other Expenses.8 TAX AND LICENSING $30 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $1579 Prepaid Expenses and Deferred Charges - Ending $1651 Other Assets.1012 Intangible Assets - Beginning $1395 Intangible Assets - Ending $0 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1564 Total Liabilities.1003 Deferred Revenue - Beginning $0 Deferred Revenue - Ending $73470