Katie Piljic is Sunbelt Business Advisors and True North M&A’s Marketing and Data Specialist. She excels in email marketing, Salesforce utilization, and data management, demonstrating expertise honed through over a decade of administrative and business experience. Katie started with Sunbelt in 2015, commencing as an Office Administrator, and was promoted to the position of Senior...
Trish Meredith joined Sunbelt Business Advisors in 2002, initially serving as an office administrator. Over the years, she has risen through the ranks and currently holds the position of Director of Operations. In this role, she leads a dedicated team of Administrators who provide crucial support to over 35 agents within the office. Trish holds...
Mr. Jones is CEO of one of the largest U.S. offices of Business Brokers and M&A Advisors. Experience in hundreds of transactions including: Consumer Products, Manufacturing of Industrial Products, Contract Manufacturing, Outdoor Products, Fishing Tackle Industry, E-Commerce, Digital Marketing, Distribution, Business-to-Business (B2B) Services, IT Services/Managed Services, and Software as a Service (SaaS). Sell-side and Buy-side advisory...
Specialties: Transportation and Manufacturing Dan has over 20 years of experience as a business advisor and broker. He is one of the founding agents at Sunbelt Business Advisors, and although he has significant experience selling businesses in all industry segments, he specializes in transportation and manufacturing. Dan’s practice has been built over the years by...
Nacia and her husband Michael Wheelock have been top producers for Sunbelt Business Advisors since joining the firm in 2003—having assisted hundreds of owners in navigating the often-complex process of transitioning their most valuable asset: their business. The couple has sold businesses in most industries, including, but not limited to, manufacturing, retail, distribution, and service...
Peggy is one of only 3 Sunbelt Hall of Fame inductees. She was Sunbelt Business Advisors Broker of the Year for 2024 and has been a top performer every year since 2012. Peggy brings a unique perspective from operating at senior levels in both large publicly held companies as well as smaller privately held organizations. ...
Bob Harris is an accomplished business broker and mergers and acquisitions advisor and has served business owners since 2008. He has been a member of the President’s Club multiple times and has helped numerous business owners sell their businesses within a variety of industries including manufacturing, construction, services, lumberyards, powersports, and lawn maintenance/landscaping. Over his...
Richard is adept at advising business owners to help them net the highest price possible for the sale of their business, taking into consideration the tax consequences, price and terms. He enjoys guiding the participants to a successful transaction that is a fair, positive, pivotal event for both buyer and seller. Certified Main Street Business...
Randy has over 35 years of experience in Business Ownership, Business Management, Sales and Marketing Management, and Business Consulting. He brings unique insight to buying and selling a business, as he is a former business owner of several small to mid-market sized, privately held companies. As a Sunbelt Business Broker, he is driven by a...
