Confidentiality is of utmost importance to Sunbelt, and we take great measures to maintain confidentiality of the sale of your company. We do not disclose anything about your company that would help Buyers know who you are until we have a signed NDA (non disclosure document

We have found that an educated Seller makes all the difference in getting to the closing table sooner, no matter the size of the business, small or large. We have committed ourselves to educating Seller’s by offering monthly webinars on Exit Strategies to give business owners the tools they need to prepare for the sale of probably one of their biggest assets. We are the first to tell an owner if we think they should hold on to their company for a time to get it to the position to garner the highest price and make it attractive enough to sell their business.

Sunbelt is committed to making sure our agents and brokers are taking continuing education courses and acquiring the highest possible certifications needed to help our clients reach their goals. Our Broker, Joan Young, has the coveted CBI certification (Certified Business Intermediary) and our VP, John Young maintains a Broker’s License and is a FINRA Registered Representative with Investment Banker and Private Placement representative registrations. Mid-market and larger privately held company stock transactions and capital raising activities can be provided through John’s Securities license. This further separates us from the typical business brokerage offices in the Bay Area and California.

Our business brokers pride themselves on working with utmost integrity throughout the process starting with choosing our clients carefully. We work with companies that share our same passion for excellence, starting with good books, using best practices within their firms and caring about the well being of their employees throughout the transition and beyond.

Due to Sunbelt size, as a franchise office of Sunbelt Business Advisors, we have access to other franchise offices in all metro cities in the United States, and offices worldwide this can increase your chances of being seen. This can expose you to investment groups, private equity partners or high net worth individuals worldwide vs. limiting your reach to merely the Bay Area.

Sunbelt works with businesses whose yearly revenues range from $500,000 to $50 Million. Our buyers are high net worth individuals, strategic buyers, and private equity groups.