Business Associates
Our network of accountants, lawyers, business valuators, financial advisors, and marketing specialists are available to assist in the sell/buy transaction. Please see below for referrals and contact information.
MICHAEL PFEFFER
BUSINESS VALUATIONS
Michael Pfeffer is a Certified Business Appraiser with over 30 years of Business Ownership and Management experience in retail, real estate, financial services, and accounting. Michael earned his MBA in Finance at the University of Iowa. Michael has a wealth of knowledge in the Business Industry evidenced by his certifications as a Senior Business Analyst and a Board Certified Intermediary. In addition to these illustrious certifications Michael is also a Certified Machinery & Equipment Appraiser and a Certified Exit Planning Advisor. Pfeffer Business Services, LLC. JESSIE JONES
LEGAL
Jesse Jones has forty-five years (and counting) of experience providing legal services to businesses and business people. He was born in Detroit, Michigan, grew up in East Tennessee, did his undergraduate work at the University of Tennessee, and went to law school at the University of Michigan. Jesse began his law career in 1977, doing complex commercial litigation in Miami, Florida. He transitioned from a trial lawyer to a business lawyer, and moved to the Lake Norman region in 2006. He is now the senior business lawyer at The McIntosh Law Firm. Phone
Website
DOUGLAS MARION
WEALTH MANAGEMENT
Douglas is an Independent Advisor Representative and licensed insurance agent who helps his clients work toward an overall comprehensive plan with tax planning as a specialty. This plan focuses on education of both accumulation and income distribution. He is the current President for the LRU Alumni Association, Finance Chair and incoming Chair Elect of the Lake Norman Chamber of Commerce Board, in the Lake Norman Young Professionals, Vice Chair of the Lake Norman Small Business Network, and on the Advisory Board for the Cain Center for the Arts. Phone
Website
MICHAEL BYERS
SBA LENDING
Michael specializes in business loans for owner-occupied commercial real estate, commercial debt refinance, partner buyouts, business acquisitions, and business expansions. He has worked in the commercial real estate and financing industry since graduating from North Carolina State University. His thorough knowledge of SBA lending products has allowed him to assist businesses in all types of industries including manufacturing & distribution, medical, technology, professional service, retail, restaurants, and franchises.
Michael is passionate about making a difference in the lives of business owners and the clients they serve. In addition to his day job, Michael sits on the board of Central Wake High School as Vice President. He is also a board member for Board of Association for Corporate Growth and Junior Achievement of Eastern North Carolina where he works with the next generation of future business owners.
When he’s not at work, Michael enjoys spending time with his wife and two children and thrives in his role as #1 Soccer Dad. Phone
Website