Join Bill and his guest Heather Valeri. Heather is the CEO and founder of Meridian Business Advisors, an award-winning business brokerage and advisory firm located in Charleston.
Recently recognized as the top advisory firm in South Carolina, Heather holds the prestigious distinction of Certified Business Intermediary, an elite certification held by less than 10% of brokers worldwide, and even fewer women. Heather has many certifications and has earned many awards. Her greatest satisfaction is making an impact in the lives of her clients.
With over 20 years as an entrepreneur, Heather has a remarkable background consulting Fortune 500 companies and global brands, guiding thousands of entrepreneurs and hundreds of startups. She’s completed over $380 million in deals and is on a mission to empower and transform one million lives through business ownership.
Heather was inspired to start Meridian over ten years ago after realizing that larger firms often sacrifice personalized service for profits. She worked for one of the world's biggest brokerage companies and realize that bigger is not necessarily better.
She is dedicated to building a dream team, working with integrity, and offering a holistic approach that ensures a white-glove experience for each client, setting her apart from the transactional nature common in the industry.
Meridian focuses on business brokerage, consulting, expansion, exit planning. Most of her team are licensed Commercial real estate agents and specialize in business valuations, franchise, int'l Business, construction, technology, etc.
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