FOR CPAs, ATTORNEYS, BANKERS AND FINANCIAL ADVISORS
A Partner Your Clients Can Trust
When a client is thinking about selling or buying a business, we work alongside you, not in place of you.
How We Work With Your Clients
- You remain your client’s trusted advisor. We keep you informed at every stage.
- We build value from the tax returns you filed, so the numbers you know are the numbers buyers see.
- Every buyer signs a confidentiality agreement before learning who your client is.
- We bring you in for the tax, legal and financial decisions that are yours to make.
When to Call Us
- A client mentions retirement, health concerns or burnout.
- Partners disagree about the future of the business.
- A client receives an unsolicited offer.
- A client asks “What is my business worth?”
- A client wants to buy a business and needs guidance.
What Your Client Receives
A complimentary, confidential first meeting, an honest conversation about value and timing, and a clear plan, with no pressure and no obligation.
Who We Are
Arlene Sanchez-Vinas, CBI, and Ramon Sanchez-Vinas have helped owners sell and buy businesses since 2011 across Tennessee, Southwest Virginia, Western North Carolina and Kentucky. Arlene is a Certified Business Intermediary and IBBA member.
Refer a client or ask a question.
Call Arlene at (423) 534-9890. Complimentary, confidential and no obligation.