Preliminary due diligence is essential for business brokers to safeguard themselves and their clients. In this workshop, you’ll learn how conducting preliminary due diligence before signing a listing agreement helps identify red flags and mitigate risks. You’ll explore key areas such as spotting potential liabilities, protecting client interests, and ensuring successful transactions. By the end of the session, you'll understand how to more effectively perform preliminary due diligence, giving you the tools to protect yourself and your clients from costly pitfalls. Whether you're a new or experienced broker, this workshop will enhance your ability to navigate business transactions confidently and avoid unforeseen risks.

This workshop was originally presented at the 2025 IBBA Conference. It has been rerecorded for online, on demand viewing.

Credit Hours: 1

Duration: 60 minutes

Presenter: Tawnya Gilreath

Track: The Next Level

• Contact:
  Julie Hoffman