Katrina Loftin, CBI MAMI

Katrina Loftin is the Co-Founder of M&A Business Advisors and has been actively involved in business sales and acquisitions in both Nevada and California since 1992. Over her 30year+ career, she has successfully closed numerous sales of privately held businesses in virtually every industry including manufacturing, logistics, distribution, auto dealerships, service businesses, franchises, restaurants and hospitality. Katrina has owned and operated multiple businesses including an auto dealership, auto pawn business, and others in hospitality and gaming. Katrina served on the Business License Task Force Committee for the City of Reno and the Business Broker License and Test committee for the State of Nevada. Over her 30 years in Business brokerage, Katrina has earned numerous distinctions including Top Producer many times over and, in 2017, Katrina was awarded the Deal Maker of the Year for Nevada from the M&A Insider, M&A Source Executive Club (2020) IBBA Chairman’s Circle Award (2022), IBBA Platinum Chairman's Circle Award (2023) M&A Source Executive Club (2023). Katrina was also the recipient of the Triumphant Award for Financial Literacy in 2019 by the Girl Scouts of the Sierra. In the late 90’s Katrina co-founded the River City Classic car show with her father which raised money for local charities and in 2020, Katrina Co-Founded Nevada HIP, a charity established to feed out of work hospitality and service industry workers during the pandemic. Katrina is also a board member for the National Auto Museum. Katrina is a Certified Business Intermediary (CBI) and a Certified M&A Master Intermediary (M&AMI). Katrina’s roots run deep in the Nevada business community and she attributes her Grandma and Grandpa for inspiring her with her love of business and strong work ethics. In her personal life she enjoys racing cars, visiting her 13 nieces and nephews, traveling, cooking, and everything car related!

Charlie began his career as a Business Broker in 1996, after the sale of his two outdoor sporting goods stores. During the process of selling, he realized mistakes were made in the process that cost him a lot of aggravation since he did not use an experienced Business Broker. He thus decided to become a Business Broker so others did not repeat his mistakes. Charlie holds a Master’s Degree in Management/Administration from Cambridge College, Boston, and has been a serial entrepreneur since 1990, with multiple successful business ventures to his credit. He recently sold his latest venture, a successful specialty furniture retail business, which he had purchased when the economy crashed in 2008. He was able to triple revenues and increase profits 4x in the first 5-years of ownership. Charlie has also done business consulting, contributing to the turnaround of multiple manufacturing, distribution/wholesale and retail businesses. Please call Charlie for a complementary consultation

My passion is working with business owners to navigate the sales process and impart my expertise for maximum results. I am a high-energy and disciplined leader with excellent relational and communications skills adept at driving company growth. Over 30 years of diversified work experience across a multitude of industries lends itself well to guiding business owners on their path to success. Prior experience includes 5 years in commercial real estate as a business development professional and over twenty years in high tech with diversified experience in the areas of business development, sales, procurement, marketing, and merchandising. I have also successfully owned and operated two c-store franchises over 17 years and most recently launched a unique specialty grocery market in downtown Reno. I possess solid working knowledge over a broad range of business sectors including commercial real estate, development, technology, large-scale distribution, franchising, and retail.

I help business owners figure out what their company’s worth and what it could look like to sell—whether that’s now or sometime down the road. I graduated from the University of Nevada, Reno with a degree in finance and I’m currently working toward my CFA designation. I work with owners across a wide range of industries—some are ready to retire, others want to move on to something new, and a few just want to understand their options. Wherever you’re at, I’m here to help make things clear and straightforward. Here’s what I focus on: Valuations – No pressure, no sales pitch. Just helping you understand what your business might actually sell for in today’s market. Marketing & Buyer Outreach – Getting your company in front of serious, qualified buyers while keeping things confidential. Managing the Deal – From first call to close, I walk you through the process so you’re not doing it alone. Selling a business isn’t something most people do more than once, and it can feel overwhelming. My job is to keep it honest, clear, and manageable. If you ever want to talk through what the process looks like—or just want a ballpark idea of value—feel free to reach out. No pressure, just a conversation.

Upon completion of active-duty with the US Army, Bill continued his education at Cal State Hayward and was licensed as a real estate broker in 1974. Bill’s initial entrepreneurial venture was the creation of Paradise Marine Exports on the island of Oahu in Hawaii. The company imported and exported saltwater tropical fish. Following a merger in 1976 with Guaranteed Hawaiian Fish, Bill led the company to become the largest shipper of tropical fish in the Hawaiian Islands. After spending years as a commercial diver, Bill and his wife Jill relocated to the San Francisco Bay Area. Bill spent two years working with an industrial engineering company, learning to develop and install Short-Interval Scheduling systems for large manufacturing and distribution companies throughout the US. The experience gave him the ability to quickly analyze a company’s strengths and weakness. In 1983, Bill and a long-time friend and business associate, opened Pacific Canvas Shops, Inc. in Alameda, California. Their company manufactured stainless steel frames, canvas products, and accessories for the thriving Bay Area marine market including ski boats, yachts, Coast Guard Cutters, and the USS Carl Vinson Aircraft Carrier. Known for their high quality and custom designs they were tapped as the company to support the San Francisco Yacht Club’s entry in the 1987 America’s Cup Race. With the race win, the team, under Captain Dennis Conner, brought the cup back to the US. Expansion followed when Bill and his partner acquired an existing auto business in San Rafael. Adding the auto division, which refurbished auto interiors and auto glass with the focus being high quality Mercedes and Porsche restorations. Besides being a commercial scuba diver for 10 years Bill has a private pilots license with over 1,000 hours as Pilot in Command, he also played 3 years on the Pepsi Golf Tour. All of this practical knowledge built the base that led him to Business Brokerage. In 1995 he joined a large Business Brokerage firm of 150 associates and was awarded Rookie of the year. He remained a top producer and in 1998 was awarded Top Producing Agent of the year and has been a top producer virtually every year since. Bill’s success was not built on a long academic background rather the practical knowledge that he brought to his clients and the ability to work with people under what can be complex and stressful situations. Bill has managed Business Brokerage offices with up to 18 full time sales associates and taken the responsibilities of assisting those associates in managing not only the deal structures and financing of the transactions but the extensive compliance issues that are used to protect his clients from litigation. Bill has done valuations for SBA Lenders in the greater Sacramento area and has a large team in his professional network of the top lenders, CPA’s, attorneys and escrow officers that are seasoned and tested professionals that provide excellent services to his client base. Bill has a long history of working with transaction deal structure to help maximize the liquidity event for his Sellers. His intimate knowledge, having dealt with hundreds of companies also can benefit the buyer in identifying the weaknesses and strengths in specific industries having dealt with most types of businesses. His financial expertise in the analysis of financial statements and operating reports help his Sellers in maximizing their business value prior to going to market. Bill focuses on helping develop an exit strategy and assisting his clients in deciding if this is the right time to sell. It’s his extensive transaction experience and negotiating skills that have led to his result-oriented style. Please contact Bill for a complementary consultation at (916) 203- 3395 or bgarcia@mabusinessadvisors.com

Mr. Elam has been a Nevada licensed business broker since 1990 and is currently a broker associate with the BTI Group. Mr. Elam has lived in Reno, Nevada for over 35 years and also co- owns a residential/commercial cleaning company with his wife of 28 years. In addition to being a licensed business broker and business owner, he and his wife have successfully raised two young men that are graduates of the University of Nevada Reno and recently became a proud grandfather of a beautiful baby girl. In his time off, Mr. Elam enjoys the outdoor activity Northern Nevada offers such as; snow skiing,water skiing, mountain biking, hunting & fishing, along with dirt bike riding with his two sons.

Lucas began his professional career in 1998, originating mortgage loans in his hometown of Eugene, Oregon. He was consistently a top producer in the Eugene area until 2004 when he decided to relocate to the Las Vegas / Henderson, Nevada area. After arriving in Las Vegas, Lucas’ mortgage experience took him deeper into the lending and finance to a position where he was routinely collaborating with a diverse group of independent mortgage brokers. He obtained his mortgage license (NMLS) and is currently licensed in Nevada, Oregon and California. His experience in sales, marketing and negotiation inspired him to obtain his Nevada real estate license (NRED) and he expanded his scope of services into assisting clients with both lending and real estate needs. For the past ten years, Lucas has worked with both of his licenses in tandem to assist clients in negotiations to sell and/or purchase real estate. These transactions have included commercial properties, commercial leases, residential and construction loans. He also created a successful business of purchasing, restoring and selling residential properties. Lucas’ wealth of experience in these fields drew him to business brokerage and assisting his clients in navigating the complex process of selling and/or buying a business. He prides himself on providing a high level of personalized service to each of his clients, and he works closely with them to understand their unique needs and objectives. He has a proven track record of success in completing deals of all sizes and complexities. Lucas found a great fit in joining the M&A Business Advisors’ team. His 25 years of experience and strong work ethic are driving factors in his success as a business broker and facilitator to his clients. In his leisure time, Lucas enjoys spending time with his daughter, golfing, and outdoor activities.