Providing Creative Solutions
to Complex Business Transactions
is a full-service Mergers & Acquisitions (M&A)
firm. We specialize in the transition of ownership for privately-held
companies; and we provide vital services directly and confidentially
to the Seller. Regardless of your location, we can provide you with
the professional services you need to successfully accomplish a
Equity Financial Associates: We offer a comprehensive suite
of business brokerage services needed for conducting an M&A
business transfer. Importantly, we offer our clients an Integrated
Deal Solution SM that is unique in the industry:
intermediary services, income tax consulting, business valuation
analysis, real estate consulting, negotiations and/or negotiating
support, and trusted advisory.
Find out more… contact us now …
We Represent: We represent Sellers. Mergers, acquisitions,
business sales, and business combinations (together, "M&A
Transactions") of privately-owned companies are qualitatively
different in virtually every respect from the larger traditional institutional
brokerage transactions. Most notably, the active role of the buyer
and seller in an M&A Transaction distinguishes these transactions
from the purchase and sale of securities (i.e., stock) by funds and
other investors for passive investment purposes, which are effected
through the services of a registered securities broker-dealer. EFA
provides services primarily to Sellers of smaller and mid-sized companies.
Seek the most cash, negotiate the best terms,
and demand the greatest security.
You, as the business seller, have one ultimate
objective: to Cash-Out Smart SM. Doing so
properly requires leveraging a myriad of brokerage skills, the focus
of which is to structure the best overall deal as it relates to
cash, terms, and security. The most important matter the seller
initially faces is the choice of a brokerage firm.
EFA’s background, experience, and acumen uniquely
serve the interest of our seller/client. Our broad expertise is
unique, allowing creative solutions to complex transactions.
M&A Transaction Services Certified Business
Intermediary, CBI (1)
Tax & Accounting Matters Certified Public Accountant, CPA (2)
Business Valuation Opinions Accredited in Business Valuation, ABV
Real Estate Transfer Issues Licensed North Carolina Real Estate
(1) Charter Member of the Carolinas-Virginia Business Brokers Association;
former member of the IBBA.
(2) Deloitte & Touche LLP; tax and audit departments.
(3) Accredited by the AICPA; valuation engagements from Agriculture
to Zoos; expert trial testimony.
(4) NC Real Estate Commission; including evaluations of complex
multistate real estate holding companies.
More often than not, a successful deal involves the integration
of all of the above skills. Be concerned about using a broker with
a weakness in one area that may seriously damage the seller’s
overall deal transaction.
= Cash + Terms
Everyone understands Cash,
…watch out for the Terms!
“Leverage our expertise
and deal creativity to your transaction advantage.”
- Christopher S. Whitener, Managing Director
An important first rule: you are always negotiating
when you speak with a Buyer. They will tend to selectively recall
anything that favors their bargaining position, so be careful.
"yes" is the worst word. It betrays fear of failure
and a fear of losing the deal, and it primes you to please the
other side, to compromise early and often, to come to a deal,
Camp; negotiations trainer and coach.
Exclusive Seller Representation
Manufacturing & Supply-Chain Expertise
Access to Private Equity Groups & Public
Reduced Commission Rates to Qualifying Clients
As an "M&A Broker", we are engaged
in the business of effecting asset transactions solely in connection
with the transfer of ownership and control of privately-held companies
through the purchase, sale, or exchange of business assets to a
buyer, who is typically actively involved in the subsequent operation
of the company.
We are located in North Carolina. EFA provides a
variety of business brokerage services to mid-sized companies, including
privately-held corporations, partnerships, limited liability companies,
and larger sole proprietorships.
Our financial and business background makes us a one-stop brokerage
firm. Our suite of in-house services allows us to develop your blind
business profile, discreetly market the availability of your entity,
screen and qualify prospects, obtain buyer non-disclosure statements,
and assist you with all aspects of the buying and selling process,
including assisting your attorney with the buy-sell documents and
closing matters. Our skills encompass accounting, taxation, valuation,
and other specialty areas such as negotiations and real estate services.
brokerage utilizes key financial and economic attributes of the
selling business to initiate the transaction process. The initial
goal of the broker is to discreetly promote the availability of
the business for acquisition and then to qualify prospective buyers.
An objective of the brokerage process is to maintain confidentiality
during the exchange of proprietary information. A successful sale
integrates tactful negotiating, addresses relative tax positions,
and leverages creative deal structuring into a transaction acceptable
to the seller.
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