Broker Profile
Joshua Meltzer has spent his career as a small business owner working with other small and mid-size business owners and brings 25+ years of entrepreneurial experience to assist with business transitions. Before joining Sunbelt, as a senior business broker he and his partners bought and sold several businesses eventually growing their company from 10 employees to 200 employees by employing a combination of organic growth and acquisitions. Joshua and his partners sold their business to a large national firm after growing and operating the business for two decades.
Joshua has been providing advice and consulting to small business owners regarding their retirement, financial planning, investment, and insurance needs for over 25 years. Now Joshua is assisting business owners as a professional business intermediary to optimize and sell their businesses in order to transition to another business or into retirement. He also will assist buyers who are looking to buy a business to secure their financial future.
Joshua received his B.S. in Business and Communications from Syracuse University and is a Certified Financial Plannerâ„¢, Certified Life Underwriter, Chartered Financial Consultant and, a Certified Advisor for Senior Living. Joshua holds a Massachusetts Insurance brokers license and Real Estate Brokers license and will sell commercial real estate as part of a business sale.
Joshua is currently a member of the International Business Brokers Association (IBBA) and the New England Business Brokers Association (NEBBA).