Carolina Business Advisory Services is now Trustmark Mergers & Acquisitions. Same team, same phone number — 704.907.9503.
Award-winning M&A and commercial real estate advisors specializing in Main Street and Lower Middle Market businesses across the Carolinas and nationwide.
A 12-step screening process qualifies buyers so only serious prospects reach the table. That protects your confidentiality and keeps you focused on the business while we manage the transaction.
A refined process that gives you clarity from beginning to end.
We guide you through the intricate parts of the sale so you can close with confidence.
We find a buyer who will treat your people well and honor what you built.
A full analysis of your business and financials to set the highest supportable price.
Confidential outreach across our networks, screening buyers through 12 steps.
We secure the terms, then manage diligence, buyer financing, and landlord consents.
Final approvals, closing documents, and a documented transition to the new owner.
Get a quick, industry-specific estimate of what your business might be worth, in about five minutes.
With a career that includes 35+ years of owning and operating businesses across multiple industries, including extensive franchise experience, I understand the complexities of running and exiting a business.
Selling your business isn't just a transaction; it's the culmination of decades of hard work, sacrifice, and dedication. That's why I take a personal, results-oriented approach to every engagement.
My goal is simple: help business owners like you achieve the successful exit you deserve. Whether you're exploring options or ready to move forward, I'm here to guide you with the expertise, integrity, and attention you expect.
The owners who get the most for their businesses start preparing years ahead. What a 3-year advance plan looks like, year by year.
A step-by-step guide to buying a business, from setting your budget to closing: SBA financing, due diligence, and what to check before you offer.
What happens from the day you list to the day of closing, and how long each step takes.
Schedule a confidential conversation to discuss your business and exit goals.