10/07/2026
AZBBA October Monthly Meeting
Join the AZBBA on Thursday, October 8, from 9:00 AM to 11:00 AM for "Insights for Today’s Business Broker." This month’s meeting will cover two topics that are particularly relevant to the current business brokerage environment.
Mallory Reis from Edward Jones will discuss how business brokers and financial advisors can collaborate effectively before the sale. Additionally, Roman Basi from The Center for Financial, Legal, & Tax Planning, P.C. will present on AI, Quality of Earnings (Q of E), and the new SBA Standard Operating Procedures (SOP) that brokers need to be aware of.
The meeting will take place at Arizona Escrow & Financial – The Madison, located at 5353 N. 16th St., 2nd Floor, Phoenix, AZ 85016.