#1 Brokerage Firm in the Southeast:
The Sunbelt Business Brokers, Charlotte, NC Office was founded in 1992 and is the oldest franchisee in the Sunbelt Business Brokers Network, the largest business brokerage firm in the world with 300 offices throughout the USA and overseas. The Charlotte office has consistently been recognized as the top producing Sunbelt office nationally and/or the top producing office on the east coast.
The Sunbelt Charlotte office is also widely recognized as the dominant business brokerage firm in all of the Carolinas in mergers and acquisitions. We are also very active throughout the rest of the Southeast and in the mid-Atlantic states. We sell all types and sizes of businesses, but specialize in manufacturing, distribution and service related entities. Our "sweet spot" is businesses priced to sell in the range of $500K to $10 Million, with our largest transaction being a $50,000,000 manufacturing company. We encourage you to view some of our completed transactions in our tombstone section and then call us for a confidential, no obligation discussion regarding how we can help you.
Experience and Affiliations:
We are members of the IBBA (International Business Brokers Association) and "The M & A Source", the largest mergers and acquisitions network in the world. The Charlotte staff has well over 50 years experience in business sales and mergers and acquisitions and has successfully managed the sale of several hundred businesses in the manufacturing, distribution, and service industries. Several staff members have obtained IBBA's professional certification of Certified Business Intermediary (CBI).
Marketing and Confidentiality:
Over the years, we have developed one of the most comprehensive databases of qualified buyers in the country. With the owner's permission, we may also contact other intermediary firms we have come to know and trust. We advertise locally and nationally, but at no time do we advertise or promote a business that might violate the confidentiality of our clients. We fully understand that maintaining confidentiality when working with multiple buyer prospects is one of the most important services we offer. We insist all buyers sign a Non-Disclosure Agreement and provide proof of financial ability prior to having any discussions about our clients' businesses. We refuse to work with anyone who does not comply entirely.
Reputation for Win-Win:
We understand selling or buying a business is often the largest financial decision many of our clients will ever make in their lifetime. Choosing an experienced intermediary is an extremely important first step. The Sunbelt Charlotte office has a long history and reputation for creating win-win situations for all parties. We know the only deals that get done are those deals where everyone believes they were treated fairly, ethically, and professionally. It all starts with our assisting the business owner to determine a fair market value for his business, marketing the business confidentially and professionally, and carefully screening buyers so we can ultimately bring forth the right buyer for the business. Usually, the owner of a business is interested in procuring a buyer that will not only pay him a fair price, but will also take good care of his employees and continue to carry on the business in good standing. For a successful sale to occur, the buyer and seller must personally like and trust one another. We fully understand this and strive to provide the best service to all our clients.
| Bill Law|
Founder & President
Certified Business Intermediary
Bill Law, President of Sunbelt Charlotte office, is a 1983 graduate of the University of North Carolina at Charlotte with a B.S. Degree in Accounting. During his accounting profession, Bill worked for various manufacturing companies and financial institutions as an internal auditor, investment accountant, banking supervisor, real estate development controller and financial analyst. In 1992, Bill founded Sunbelt's fourth office in Charlotte. Of Sunbelt's nearly 300 offices nationwide, the Charlotte office has consistently been either its top producing office nationwide or top producer on the east coast.
In 1996, Bill affiliated his office with the International Business Brokers Association and its Mergers and Acquisitions Group; The M & A Source. During the first year of IBBA membership, Bill obtained the association's professional designation of Certified Business Intermediary. He has since served as a speaker/instructor at several of IBBA's national educational training conferences. Bill spends much of his time on mid-market transactions in various industries, but specializes in the sale of manufacturing businesses to corporate entities and financial buyers. Some of his transactions have exceeded $20 Million in sales price with some involving multiple sales of companies to buyers within a particular industry. Bill spends much of his time working with manufacturing clients and buyers throughout the southeast, especially CNC Machine Shops, Tool & Die, and Metal Fabrication related companies.
| Peter Coleman|
Cell: (504) 460-3283
Certified Business Intermediary
Peter was educated in England and has been resident in the U.S. since 1986. Peter Coleman comes to the business brokerage industry with a background of over 20 years in the publishing, investment banking and the maritime industry. He was a documentary credits specialist and was a member of several international trade delegations to Eastern Europe.
After nearly ten years in business brokerage, including four years of ownership of his own Sunbelt offices in South Mississippi, he has built up a specialization in health care related businesses, the hospitality industry and franchise resale. Peter completed all the required courses and was awarded the IBBA qualification of Certified Business Intermediary in 2001. He is an accomplished public speaker and often speaks to business groups about the subject of "Maximizing the Value of your Business" and "Preparing your Business for Sale". In his spare time he has been very involved in coaching Track and Field in addition to being a board member of the local Historical Society. He is a licensed real estate broker in North Carolina and South Carolina as well as a member of IBBA, CVBBA and M&A Source.
| Bob Schwartz, CBB|
Cell: (504) 250-9484
Prior to joining Sunbelt Business Brokers in the mid 90's, Bob was the owner of a $10 Million/yr manufacturer and distributor of children's jewelry. Bob also owned his own Sunbelt Business Brokers office until hurricane Katrina devastated the Gulf region. Bob spends much of his time selling small family owned businesses as well as larger mergers and acquisitions. He has attended a multitude of courses taught by the International Business Brokers Association. Bob is a Certified Business Broker (CBB) and has Real Estate Licenses in various states including North Carolina.
| Ed Schutzman|
Cell: (704) 608-4211
Fax: (704) 554-0877
Ed has represented the Sunbelt Charlotte office since 1995 and successfully completed deals from one end of the business spectrum to the other. Previous to his 16 years as a business intermediary, he owned a business in the direct marketing industry and, as a result, is experienced in addressing the specific needs of clients operating large and small businesses alike. Ed has a Marketing degree from Pennsylvania University and served time in the United States Marine Corps. He has completed various courses offered by IBBA (International Business Brokers Association) and is a licensed Real Estate Broker in NC & SC.
Connie Heintz, CMSBB
Cell: (704) 430-7046
Connie has both Bachelor and Master's Degrees from Seoul National University, Korea. She studied Marketing at California State University, Northridge. She is Fluent in English and Korean. Previously she worked in sales and marketing for large manufacturing companies (Hyundai, Samsung and, LG) as well as the high-end fashion industry. She has completed dozens of transactions including manufacturing companies, distribution companies, and retail businesses, food service businesses and service businesses. She's experienced in closing complex deals. In addition to her Sunbelt Business brokers Charlotte experience, she worked at Sunbelt Business Sales & Acquisitions in Los Angeles, CA. She has earned the Certified Business Broker credential from California Association of Business Brokers, holds Sunbelt's CMSBB certification and is a licensed NC real estate professional. She is a member of IBBA.
Kenneth B. Leonard, CMSBB|
Cell: (336) 689-1020
Ken Leonard is a graduate of UNC Chapel Hill with a BS in Business Administration. After 4 years in the US Air Force, he joined Central Carolina Bank. Ken worked for 13 years with CCB as a commercial lender and City Executive. The last 23 years, Ken worked with Branch Banking and Trust as a commercial Lender and City Executive. Ken's lending experience ranges from small business lending to corporate capital expenditures and operating lines. The majority of his banking experience was located in central North Carolina in Greensboro, High Point and Asheboro. He is a graduate of the UNC School of Banking and the LSU School of Banking.
He served as President and Secretary of both the Asheboro and High Point Kiwanis Clubs. Ken served as Campaign Chair and President of the United Way of Asheboro and High Point. He is a past President of the local Chamber of Commerce and serves as a member and as a Director of the Board of Realtors. Ken was the founding President of the Little League of High Point. Ken and his wife, Linda, reside in Asheboro, NC. They enjoy traveling to Colorado and Wyoming to see their sons, daughter-in-law and grandchildren. Ken is licensed as a NC Real Estate Agent, holds Sunbelt's CMSBB certification and a member of both IBBA & CBBA.
| B. M. "Buddy" Guin|
Cell: (704) 827-4448
Buddy is a native of Gaston County in North Carolina and has a background in real estate investments and the building contractor industry. Buddy received his undergraduate degree from Belmont Abbey College and his Master's Degree from UNC-Charlotte and his Ed. D. from Appalachian State University. He finished his 31 year career in education in 2001 when he retired as the Principal of Mooresville High School. He is also a graduate of the Principal's Executive Program at UNC-Chapel Hill and is a past president of the Mooresville-Lake Norman Rotary Club. Buddy specializes in HVAC companies for the past 6 years. He is a member of IBBA and NEA.
Lynn McNeal, CMSBB|
Certified Business Intermediary
Lynn has 35 years of business experience, with a focus on creating customized business solutions. He lived or worked full time in Europe and Latin America for 20 years of his professional life. Most of his career involved creating and operating outsourcing contracts for one of the world's largest outsourcers, and later as an international consultant specialized in supporting buyers of outsourcing services.
Lynn holds a Bachelor's degree from Oregon State University and a Master's degree from the American Graduate School of International Management. As a young man he served in the United States Marine Corps. He speaks French and Spanish. Lynn holds the Sunbelt CMSBB certification and is a licensed real estate broker in both North Carolina and South Carolina as well as a member of IBBA and CVBBA professional organizations for Business Brokers.
John Fulton, CMSBB|
Cell: (503) 830-0689
Fax: (803) 548-0006
John Fulton holds the Sunbelt CMSBB certification, in addition to an MBA and a BS in Accounting from the University of California. He was first licensed as a commercial real estate broker in 1982 and worked for several years at Colliers International in Portland, OR John is now licensed in NC and SC. He has been an owner of two small businesses including a computer software consulting firm and a restaurant franchise. John is a former Controller for a chain of 13 restaurants including quick service operations and fine dining houses. His professional experience includes senior sales management roles at I.B.M, Digital Equipment and Daimler Trucks N.A. He has been responsible for sales of over $300 million annually. John is a resident of Fort Mill, SC and active in the community.
Cell: (901) 355-0950
Fax: (704) 897-8235
William C. Steffens has been in business brokerage since 1996. Bill was a licensed Real Estate Agent for the state of Tennessee. He has won several awards from VR Corporate and has been top listing agent 12 times and top selling agent 5 times. He has owned several businesses in the service industries as well as construction and insurance. He was educated in the northeast and attended college at the University of Missouri at St. Louis, University of Memphis. Bill has specialized in sales of Convenience Stores, Wine & Liquor Stores, Restaurants and Bars, Funeral Homes and many others. He resides in the Lake Norman area.
Mahlon K. Pitt, CMSBB|
Cell: (704) 497-1555
Fax: (704) 494-8555
Mr. Mahlon Karl Pitt has a Masters in Accounting and passed to CPA exam in 1980. He went to work for Arthur Young, CPA's (now Ernst & Young) as a CPA in auditing. In 1983 he started his own CPA firm which he sold in 1986.
Mahlon's last position as a CPA in industry was as the Sr. VP of Finance and Administration for a manufacturing company -- The company sold for approximately $24M. Mr. Pitt was an integral part of the sale working through the entire successful sales transaction. Mahlon then became an Executive Recruiter specializing in financial and accounting management positions in manufacturing and energy under the name of Pitt & Associates until 2011 when he transitioned to business brokerage with Sunbelt.
Mahlon's focus is on the manufacturing, distribution and industrial company sectors.
Rick O'Bey CBI, MBA|
Cell: (252) 342-0072
Fax: (866) 372-1241
Mr. O'Bey has over 30 years of experience in business management, mergers and acquisitions. He has a Graduate and Undergraduate degree from Cornell University in Electrical Engineering and an MBA from Syracuse University. During his career Rick has worked as an Engineering Manager, Product Manager, General Manager and President. He founded a company that became one of the 500 fastest growing technology companies in America. He has worked with a variety of businesses financing alternatives including venture capital, bank and SBA. Mr. O'Bey has owned and operated a Sunbelt office in eastern North Carolina since 2002 and is working with both his office team and the Charlotte office team to achieve results for his clients. He has participated in over one hundred business sales transactions and spends much of his time on mid-market transactions in various industries with a particular interest in technology companies. He is a member or the International Business Brokers Association (IBBA), a licensed Real Estate Broker and is a Certified Business Intermediary (CBI)