M&A Business Advisors is the leader in Business Sales & Acquisitions
We are known as a premier Sacramento M&A / Business Brokerage firm and for being some of the best M&A Advisors / Business Brokers in the Sacramento area. Contact one of our Advisors for a complementary consultation. Our services include business valuations in Sacramento. We have M&A Advisors / Business Brokers throughout the area including Business Brokers in Roseville. Contact one of our advisors to assist you will all your needs.
Sacramento Business Brokers / M&A Advisors Office
Office DRE # 02056712
Managing Partner and Advisors
Bill Garcia, CBI
Managing Partner
Phone:
eFax: (916) 290-0160
Email:
DRE # 00426763
Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)
Bill Garcia is the Managing Partner of the Sacramento /Roseville office of M&A Business Advisors, a full-service business brokerage and M&A advisory firm serving the Western United States. With more than 28 years of experience, Bill specializes in the confidential representation of sellers and buyers of privately held companies across a broad range of industries, including manufacturing, distribution, service, transportation, healthcare, e-commerce, construction, automotive, and other niche sectors. His transaction experience spans businesses with revenues ranging from $1 million to $20 million.
Previously serving as a Managing Director at a national firm, Bill supervised over 500 transactions and personally led the successful completion of more than 100 business sales, representing companies throughout the United States and internationally.
A successful transaction requires more than negotiation—it demands a compelling and disciplined presentation of the business. Bill brings extensive experience in developing deal teasers, confidential business reviews (CBRs), and targeted buyer searches. His ability to clearly articulate value, highlight strategic advantages, and position a company effectively in the marketplace consistently generates strong buyer interest and competitive outcomes.
Bill’s deep understanding of business operations, combined with his insight into buyer and seller psychology, enables him to identify the right buyer and guide all parties through a smooth, confidential, and successful transaction. Known for his integrity, discretion, and proven results, Bill has the expertise required to manage the entire sale process from initial planning through closing.
For a complimentary consultation, please contact Bill Garcia at (916) 203-3395 or .
Katrina Loftin, CBI, M&AMI
Co-Founder
Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)
M&A Source
EDAWN
Northern Nevada Executive Council (NNEC)
Katrina Loftin is the Co-Founder and Managing Partner of M&A Business Advisors and has been actively involved in business sales and acquisitions in both Nevada and California since 1992. Over her career, she has successfully closed numerous sales of privately held businesses in virtually every industry including manufacturing, logistics, distribution, auto dealerships, service businesses, franchises, restaurants and hospitality.
Katrina has owned and operated multiple businesses including an auto dealership, auto pawn business, and in hospitality and gaming.
Katrina served on the Business License Task Force Committee for the City of Reno and the Business Broker License and Test committee for the State of Nevada. Over her 30 years in Business brokerage, Katrina has earned numerous distinctions including Top Producer many times over and, in 2017, Katrina was awarded the Deal Maker of the Year for Nevada from the M&A Insider, M&A Source Executive Club (2020) IBBA Chairman’s Circle Award (2022). Katrina was also the recipient of the Triumphant Award for Financial Literacy in 2019 by the Girl Scouts of the Sierra. In 2020, Katrina Co-Founded Nevada HIP, a charity established to feed out of work hospitality and service industry workers during the pandemic.
Katrina is a Certified Business Intermediary (CBI) and a Certified M&A Master Intermediary (M&AMI). Katrina’s roots run deep in the Nevada business community and she attributes her Grandma and Grandpa for inspiring her with her love of business and strong work ethics. In her free time, she enjoys racing cars, visiting her 13 nieces and nephews, traveling, cooking, and anything car related!
Charlie Fox
Senior Business Advisor
Phone:
Email:
DRE # 02056712 / 01213652
Professional Affiliations:
California Association of Business Brokers (CABB)
Charlie began his career as a Business Broker in 1996, after the sale of his two outdoor sporting goods stores. During the process of selling, he realized mistakes were made in the process that cost him a lot of aggravation since he did not use an experienced Business Broker. He thus decided to become a Business Broker so others did not repeat his mistakes. Charlie holds a Master’s Degree in Management/Administration from Cambridge College, Boston, and has been a serial entrepreneur since 1990, with multiple successful business ventures to his credit. He recently sold his latest venture, a successful specialty furniture retail business, which he had purchased when the economy crashed in 2008. He was able to triple revenues and increase profits 4x in the first 5-years of ownership. Charlie has also done business consulting, contributing to the turnaround of multiple manufacturing, distribution/wholesale and retail businesses.
Charlie’s keen business mind, understanding of business, attention to detail, and ability to successfully negotiate deals has enabled him to be very successful and highly respected within the business brokerage community.
In his spare time, Charlie is an avid outdoor adventure sports enthusiast, enjoying cycling, skiing, and kayaking.
Please call Charlie for a complementary consultation at 916-201-6687 or
