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The Forms Committee maintains, improves, and develops business brokerage forms for use by CABB members.

Areas of Responsibility:

  • Maintain, improve, and develop business brokerage forms for use by CABB members.
  • Continuously improve existing forms and keep them up to date with changing regulations, market conditions, and best practices.
  • Review major forms annually and keep minor forms in sync.
  • Develop new forms to fill in the business acquisition documentation gap, further eliminate the potential for business brokers to be vulnerable to “practicing law” and improve the quality of benefits to members.
  • Respond to member feedback and questions regarding forms. 

COMMITTEE GOALS 

  • Facilitate deal-making and provide essential tools of the trade
  • Protect brokers from practicing law
  • Forms that are Buyer/seller neutral (fair, balanced)
  • Forms structured to apply to most but not all transaction circumstances
  • Forms that are easy to understand (plain language) forms
  • Forms that are easy to use, hard to screw up, unambiguous
  • Forms structured to accommodate variation in brokerage practices
  • Forms that include reasonable legal protections for buyer, seller, and broker 

GET INVOLVED

Chair: Brittany Grunau

Meetings: Every second Tuesday from 12:00 pm - 1:30 pm.

Forms Committee Members:

  • Tawnya Gilreath (Broker)
  • Joe Atchison (Broker)
  • Bob Brooks (Forms Co-Chair)
  • David Burgess (Attorney)
  • Jordan Reis Cohen (Attorney)
  • Matt Coletta (Broker)
  • Ed Fixen (Broker)
  • Tom Georgiana (Attorney)
  • Soo Kong Lim (Broker)
  • Michael Mogin (Broker)
  • Romin Thomson (Attorney)
  • Scott Williams (Attorney)
  • Adam Wiskind (Broker)