Andrew Holtgrewe, C.P.A, C.B.I

(919) 924-8100

Memberships

Indicates membership in the International Business Brokers Association (IBBA). The IBBA is the only certifying organization for Business Brokers and Intermediaries who assists people in buying or selling a business.Indicates membership in the M&A Source. The M&A Source is comprised of highly trained Intermediaries who advise on the preparation, sale and/or purchase of middle market (~$2M+ in revenue) business opportunities.

Certifications

Certified Business Intermediary (CBI) is a professional certification awarded to Business Brokers and Intermediaries that have achieved stringent requirements. CBI's work by an ethical code of conduct when working with business owners and buyers.

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Personable and conscientious brokerage professional w 20 yrs of entrepreneurial & finance experience

Company

The professionals at Legacy have decades of experience, not only as Advisors handling business transactions, but also as business owners. We understand the challenges faced by today's business owners. During our Advisory process, we spend time understanding our client's priorities, which allows us to help them reach their goals. We provide all of the necessary services to list, market, and transact a business form a seller to a buyer.

Legacy offers services including Business Sales, Franchise Sales, Buyer Representation, Business Valuation, and Certified Machinery & Equipment Appraisals.

Business Valuation Exit Planning Transaction Advisory Negotiation Deal Structuring Lease Assignment Assistance Machinery and Equipment Appraisal Business Sales Franchise Sales Project Management Business Listing Services Mergers & Acquisition

I'm a conscientious and personable finance/accounting professional with 15+years experience across a variety of industries. I have an established history of partnering with small business owners and organizational leaders, providing financial guidance and expertise across a wide range of financial responsibilities. Most recently, I managed a portfolio of private equity investments, providing a full range of accounting and financial analysis responsibilities as a fractional CFO/Controller.

I'm currently collaborating with a relatively new company attempting to use the broad knowledge I've obtained over the past two decades in business valuation, financing and financial markets, project management, and private equity transactions to help small business owners in their succession planning and their ultimate exit from their business.

I'm a dedicated father of two great kids, a passionate volunteer baseball coach and a decent piano player. I'm a native of Southeastern Ohio/West Virginia even though I've spent most of the last twenty plus years in North Carolina. I'm a diehard Wake Forest sports fan and I'm tirelessly attempting to figure out how in the world I'm going to afford to send my kids to the greatest school on the planet. Go Deacs!

Here are a few of the testimonial letters from some of my clients:

Testimonial #1The thought of selling our business felt like wading into murky waters – we were apprehensive and quite frankly didn’t even know the right questions to ask. However, after meeting with Andy Holtgrewe, we were immediately put at ease. He completed a thorough market evaluation of our business and walked us through it step-by-step. He answered all our questions in layman’s terms and gave us a clear assessment of the value of our business and what to expect every step of the way. In short, we would highly recommend Andy to anyone considering the end game of selling their business. He was able to simplify an exceptionally complex environment and gave us the peace of mind to make some very big decisions based on a clear and complete picture. Thanks again for your expertise and exceptional customer care!

Dennis

Testimonial #2

For the record, of the brokers we have spoken to over the years, you rank in the top few for attentiveness and knowledge. Your sellers are lucky to have hired you to represent them. You are doing a very fine job

.Craig (Buyer)

Testimonial #3

We would like to take this opportunity to thank Andrew Holtgrewe for the superb handling of the listing, sale and closing of our business located in Southwest Virginia.As a small business in a rather niche market we were most concerned as to the prospects of locating a skilled business broker that could handle our needs. Our accountant and other business executives in our area highly recommended your company that specializes in the sale and acquisition of companies that are under $2M in annual gross sales volumes.To our amazement, the entire transaction from the initial sales listing agreement through the actual closing took just 64 days! Simply incredible!Within a few weeks of completing the construction of our retirement home in another state, I had been diagnosed with an incurable cancer. With Chemo and Radiation Therapy treatments it made it extremely difficult to virtually impossible to make trips regarding the numerous details involved in the sale of our business.Andrew Holtgrewe dove right in from the very beginning in making a trip to our home located in a State different from your offices and in making many trips to the actual business site during both the due diligence and closing phases of the sale. Andrew stayed in constant contact with us both night and day and in many instances through Saturdays and Sundays to assist both the sellers and the Purchaser in obtaining any and all information that was pertinent to the sale. Andrew Holtgrewe is simply a true credit to both your company and entire industry.

John Bachorik-AutoMaster Tire and Service

Testimonial #4

We just wanted to express how much we enjoyed and appreciated working with you on one of your recent business opportunities. Your integrity, professionalism, attention to detail and follow-up “set the standard” for us for M & A brokers. I am disappointed that we did not find this particular business to be a match for our needs, but want you to know we will not hesitate to work with you in the future, and will gladly serve as a reference.

Regards,Rick & Judy Dyer

A summary of my resume:

West Virginia native with Bachelors and Masters Degrees, with honors, from Wake Forest University, Andy brings a broad and extensive financial and entrepreneurial background to the Legacy Business Advisor's team. After three years in Ernst & Young’s Audit and Assurance services division in Washington, DC and Chicago, IL, Andy spent three years as an Internal Auditor and Controller for a multi-billion dollar publicly traded real estate development conglomerate, specializing in internal control testing, process improvement, audit support, and forensic accounting. Upon moving to Raleigh, NC in 2003, Andy purchased and sold multiple child development franchises, raising enrollment nearly 50% during his tenure as owner while also receiving multiple franchisee awards and serving as a member of the national advisory committee. After the franchise sales, Andy joined a large privately-held information services company, primarily responsible for partnering with the firm’s management team and handling all financial analysis and financial reporting functions for a $100M division, including in assisting in the valuation of potential acquisitions. During his three year tenure, Andy received multiple promotions/awards, including the company’s top new contributor award in 2009, and left the company as its Director of Finance in 2011. For the last three years, Andy has provided fractional CFO/Controller services to a portfolio of operating companies and private equity investments with services ranging from bookkeeping and financial reporting to strategic planning, budgeting, forecasting, valuation, and audit management.

Areas Served

  • Union County, NC
  • Mecklenburg County, NC
  • Forsyth County, NC
  • Wake County, NC
  • Durham County, NC

Broker Links

Affiliations

  • North Carolina Association of Certified Public Accountants (CPA License # 28262) International Business Brokers Association member Certified Business Intermediary Masters of Science in Accountancy-Wake Forest University

Established Businesses For Sale

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