About
Joshua Meltzer has spent his career as a small business owner working with other small and mid-size business owners. Because of this background, he is able to bring 25+ years of entrepreneurial experience to assist with business transitions. He has first-hand knowledge of the day to day challenges of being a small business owner. Before joining Sunbelt as a senior business broker, he and his partners bought and sold several employee benefits businesses eventually growing their company from 10 employees to 200 employees. After reaching this milestone, Joshua and his partners sold their business to a large national firm. Joshua has been working as an advisor to small business owners for over 25 years. He is thoroughly familiar with the retirement, financial planning, investment, and insurance needs of these businesses and owners. Now, working with business owners as a professional business intermediary, he can help them to optimize and confidentially sell their businesses so that they can transition to retirement or a second career. He also will assist buyers who are looking to buy a business. Joshua received his B.S. in Business and Communications from Syracuse University and is a Certified Financial Planner™, Certified Main Street Business Broker, Certified Exit Planning Advisor™, 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 in Massachusetts and Rhode Island. He can 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).