For Referral Partners
A Referral Partner
Your Clients Will Thank You For
CPAs, attorneys, wealth advisors, bankers, and business coaches across North Atlanta refer their owner clients to us because we treat their reputation as carefully as our own.
Who We Work With
Your Recommendation is on the Line. We Know.
When you introduce a client to an M&A advisor, you are cosigning the outcome. That is why the professionals we work with — CPAs, attorneys, wealth advisors, bankers, exit planners, business coaches, and fractional executives in Alpharetta and across North Atlanta — refer only to people they know, like, and trust.
We earn that trust the same way every time: a transparent process, honest valuations, no surprises in diligence, and an outcome that reflects well on the person who made the introduction.
What Your Client Gets
Premium Care for the Client You Send Us
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Executive-level execution for seven- and eight-figure Premium Main Street and lower-middle-market transactions
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A financial narrative built from raw data — the analysis that attracts private equity, strategic, and individual buyers
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Absolute transparency on fees, process, and the hard truths, including when we think they should wait
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An advisory team that has owned and operated businesses, backed by Murphy Business Sales’ 150 offices and 225+ associates
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Updates to you along the way, with your client’s permission, so you are never surprised either
How a Referral Works
Three Steps, and You Stay in the Loop
1
Introduce Us
A quick call or email to John. We take it from there — confidentially, and without pressure on your client.
2
We Stay in Our Lane
You remain your client’s CPA, attorney, or wealth advisor. We bring you in at the right moments — tax structure, the purchase agreement, what they will net — and never work around you.
3
A Clean Close, Credit to You
Your client gets a prepared business, competing buyers, and a transaction managed to closing. You get a client who is grateful you made the call.
A Two-Way Street
Referrals Flow Both Directions
Roughly seven in ten owners who call us are two or three years from ready. Those owners need a CPA who can clean up the financials, an attorney for the buy-sell agreement, a wealth advisor to model what they will net, or a coach to reduce owner dependence. We make those introductions from a network we know personally — built through ProVisors, XPX Atlanta, GABB, and years of Alpharetta relationships.
We also partner with buy-side advisors who find owners that don’t fit their buyer, and with larger M&A firms and private equity groups whose minimums a business doesn’t meet. If a client isn’t right for you, they may be right for us — and vice versa.
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CPAs, attorneys, wealth advisors, bankers, and business coaches
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Buy-side advisors with sellers who don’t fit their buyer
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Larger M&A firms and private equity groups handing off deals below their threshold
Meet the Businessmen Who Sell Businesses
The Advisors Behind the Handshake
John Charleston is your point of contact and the financial modeler on every deal. Tony Samples has represented owners with revenues from $3M to $50M in sales to private equity and strategic buyers. Phil Eleson is a Certified Exit Planning Advisor who keeps emotion out of the negotiation. Each has owned a business; each has sat where your client sits.
John B. Charleston, III
MBA, CM&AP
Principal | Business Broker & M&A Advisor
Bought and ran a 200-employee company. Builds the financial model buyers underwrite — so the price you accept is the price you close at.
Read John’s story →
Tony Samples
CMAI, CM&AP, M&AMI
M&A Advisor | Merger & Acquisition Master Intermediary
Thirty years running Walmart’s Atlanta region, sixteen with Murphy, representing sellers with revenue from $3M to $50M. His rule: no surprises after you go to market.
Read Tony’s story →
Phil Eleson
MBA, CM&AP, CBI, CEPA
M&A Advisor | Certified Exit Planning Advisor
Former owner-operator and Certified Exit Planning Advisor. Gets you ready years ahead, then keeps the emotion out of the room.
Read Phil’s story →For Your Clients
Resources Worth Forwarding
Seller Readiness Checklist
The blind spots we find most often — useful for a client who is two or three years out.
Seller Resources →Recent Transactions
The kinds of businesses our advisors have taken to market and closed.
View Transactions →Video FAQ
Short answers you can forward to a client who is starting to think about it.
Watch the Video FAQ →Schedule a Consultation With MBNFC
Transition Your Success Into a Seamless Transaction
Discover and capitalize on market opportunities to secure your exit or acquisition.