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 office of M&A Business Advisors, a full-service Business Brokerage and M&A Advisory Firm in the Western US. Bill has 22 years of representing Sellers and Buyers in the CONFIDENTIAL sale of privately owned Businesses in a wide range of industries including Manufacturing, Distribution, Service, transportation, Health Care, E-Commerce, Construction, Automotive as well as other niche industries with revenues between $1M – $20M. As a Managing Director of a previous firm, Bill supervised over 500 transactions and personally completed the sale of over 100 transactions working with companies nationally as well as internationally.
A successful deal process requires the creation of numerous presentations, including deal teasers, confidential business reviews (CBR – deal books) and strategic searches. Bill’s creative experience allows him to present materials that professionally describes the business while also driving the key points home, all to generate the greatest interest from prospective buyers.
Bill’s experience gives him the ability to understand your business in order to find the ideal buyer, while analyzing the psychology of all the players involved which leads to a successful transaction for all parties involved. Bill has a proven track record and the expertise that is needed to manage the entire process in a safe and confidential way. Please contact Bill for a complementary consultation at (916) 203- 3395 or
Katrina Loftin, CBI, M&AMI
Managing Partner/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 co-hosts Bosma on Business with Mike Bosma Saturday mornings at 10AM on 780 KOH. The show also streams at www.kkoh.com, www.bosmaonbusiness.com and iTunes.
Katrina has also 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 27 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, awarded to one individual in each state based on the number and size of Merger & Acquisition transitions they have completed. Katrina was recently 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.
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
Elizabeth Jade
Senior Business Advisor
Phone:
eFax: (916) 290-0160
Email:
DRE # 00426763 / 01527388
Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)
Elizabeth Jade “EJ” is a Senior Business Advisor with M&A Business Advisors, a full-service Business Brokerage and M&A Advisory firm specializing in representing Sellers and Buyers in the CONFIDENTIAL sale of privately owned Businesses in a wide range of industries including Law Firms, Transportation, Manufacturing, Distribution, Service, E- Commerce, Technology, Health Care, as well as other industries.
Elizabeth has been dedicated to working with the best when it comes to selling, buying or marketing businesses. She understands the special needs of every client and the importance of their personal story and objectives. Selling a business can be a complex, intimidating and a time-consuming process. Her knowledge and committed to her clients is shown through her dedication in making this process a smooth, fair and successful experience for all parties involved.
Elizabeth has been a licensed in California since 2006 and is a California Native. She is also an active member of the California Association of Business Brokers (CABB) and the International Association of Business Brokers (IBBA). In addition to her experience, Elizabeth started at a young age in a family of serial entrepreneurs. Elizabeth’s education includes two degrees in Environmental Policy & Law, and Paralegal Studies which includes two decades of her experience in commercial real estate acquisitions, business consulting, public private partnerships consulting, policy compliance, and advising companies from San Francisco to Nevada. Elizabeth is currently attending Law School and anticipates graduating in 2024.
Please contact Elizabeth for a complementary consultation if you are looking to sell or buy a privately owned business in California. She can be contacted at (530) 269-9840 or
