Bottom Line Management, Inc., (BLM) provides top quality, proven business brokerage services to buyers and sellers who want to control their own destiny and build future equity for themselves and their families. Since 1987, buyers and sellers have trusted Bottom Line Management, Inc., to provide ethical, professional and personalized business brokerage and consulting services based on the company’s in-depth knowledge of current market and industry conditions.
BLM helps business owners successfully navigate one of the major financial business transactions of their lives, whether that transaction involves selling their own business or buying another business. The company’s headquarters are located in Atlanta, GA.
We Broker Trust
We have established a trusted professional relationship with all our clients, and so can you. Our foundation for client relationships are based on earning your trust through honesty, fairness and integrity. We build strong relationships that last.
This Code of Ethics was enacted by the Board of Directors of the International Business Brokers Association and is a part of the bylaws of the Association. This Code of Ethics is for use by all Business Brokers and Members of the Association as a means of establishing uniform ethical practices when providing business brokerage services for clients and customers.
Bottom Line Management, Inc. strongly adheres to all these ethical principles:
Article One: The business broker should keep himself/herself informed as to trends affecting business opportunities.
Article Two: The business broker shall make a reasonable effort to protect the public and all parties to a transaction against fraud, misrepresentation, or unethical practices in the area of business opportunities.
Article Three: The business broker shall have a responsibility to recommend that clients use attorneys and tax accountants for independent advice on transactions.
Article Four: The business broker should keep in a special bank account, separated from his/her own funds, monies coming into his/her possession in trust for other persons.
Article Five: The business broker, for the protection of all parties with whom he/she deals, should see that financial obligations and commitments regarding business opportunity transactions of which he/she is a part are in writing, expressing the exact agreement of the parties. He/she should also see that copies of such agreements are placed in the hands of all parties involved.
Article Six: A business broker, in accepting employment as an agent, pledges himself/herself to protect and promote the interests of the client. This obligation of absolute loyalty and honesty to his/her client’s interest is primary, but it does not relieve the business broker from the obligation of dealing fairly with all parties to the transaction.
Article Seven: Since the business broker is representing one or another party to a transaction, he/she should not accept compensation from more than one party without full knowledge of all parties to the transaction.
Article Eight. The business broker shall not serve as both principal and consultant on a transaction unless a full disclosure is made in writing to all principals involved.
Article Nine: The exclusive listing of property should be urged and practiced by the business broker.
Article Ten: The business broker, when acting as an agent in the management of a business, should not accept any commission, rebate, or profit on expenditures made for an owner without the owner’s knowledge and consent.
Article Eleven: The business brokers should not undertake to make an appraisal that is outside or beyond the scope of his/her experience without first obtaining the assistance of an authority on such types of property unless the extent or lack or experience of the business broker is fully disclosed to the client.
Article Twelve: A business broker when making a formal appraisal of a business opportunity should not render an opinion without careful and thorough analysis and interpretation of all market and economic factors affecting the value of the property.
Article Thirteen: The business broker should not undertake to make an appraisal or render an opinion of value on any property when he/she has a present or contemplated interest unless such an interest is specifically disclosed in the appraisal when his/her employment or fee is contingent upon the amount of his/her appraisal.
Article Fourteen: The business broker should not submit or advertise business without authority; in any offerings, the price quoted should not be other than that agreed upon with the owners as the offering price. A business broker should always have written authorization to sell or purchase as the case may be from the prospective seller or purchaser. Said in writing shall include all the material of the terms of the sale or purchase, including price, term of the agreement, and compensation to be paid to the business broker.
Article Fifteen: All bona fide written offers will be submitted to the seller. The decision to accept or reject an offer remains with the seller at all times.
Article Sixteen: The business broker will not engage in the practice of disclosing one buyer’s offer to another buyer as a sales technique.
Article Seventeen: The business broker should seek no unfair advantage over his/her fellow brokers, and should willingly share with them the lessons of his/her experience and study.
Article Eighteen: The business broker should conduct his/her business to avoid controversies with his/her fellow brokers, cooperate with the association and its officers in all matters, including investigations, censure, discipline, or dismissal of members who, by their conduct, prejudice their professional status or the reputation of the association.
Article Nineteen: In the best interest of the association, society, and his/her associates, the business broker should be loyal to his/ her community and active in its work.
Article Twenty: The business broker shall not deny equal professional services to any person for reasons of race, creed, sex, or country of national origin. The business broker shall not be a party to any plan or agreement to discriminate against a person or persons on the basis of race, creed, sex, or country of national origin.
Our Expert Team
Let BLM help you realize the best possible outcome for the sale of your business. We have the professional expertise and current market knowledge you need to sell your business to the right buyer, at the right price. Bottom Line Management, Inc. (BLM) offers in-depth knowledge of today’s market and thorough understanding of all business, legal and financial requirements needed to sell your company.
Loren Marc Schmerler, CPC, APC President and Founder
Loren Marc Schmerler is President and Founder of Bottom Line Management, Inc., an Atlanta-based business brokerage and consulting firm. A Summa Cum Laude graduate of the prestigious Boston University School of Management and recipient of the Harold C. Case Scholarship for Academic Excellence, he holds an MBA with Honors from Georgia State University. Prior to entering the business brokerage and consulting field, he served as Chief Financial Officer or Controller for several firms ranging from start-up to Fortune 500 subsidiary.
Mr. Schmerler is a Certified Professional Consultant with experience in over 200 industries and types of businesses and has helped thousands of business owners in his career. He was a 1998 national business seminar presenter for STAPLES, the world’s largest office products chain. Loren was INC. Magazine’s Cash Flow and Negotiation expert for INC. World EXPOs in 1994 and a speaker for that publication’s “Growing the Company” conference in 1991 and 1992.
His workshops and seminars have been offered by more than two dozen colleges, universities, organizations and municipalities including: Entrepreneur Magazine, BellSouth, IBM, John Hancock Mutual Life Insurance Company, Manulife Financial, Virginia Power, Ohio Bell, Ameritech, Builder Magazine, International Association for Financial Planning, Small Business Administration, Atlanta Chamber of Commerce, City of Atlanta, Dekalb County Board of Education, Private Industry Council of Georgia, University of Tennessee, University of Kentucky, Emory University, Kennesaw State University, University of Georgia, University of Miami, Miami-Dade Community College, Oglethorpe University, and Florida International University.
As the former business advice columnist for Wal-Mart’s Sam’s Club, more than 20 million business owners have read his advice. Mr. Schmerler has been broadcast over more than 50 radio stations, and he was selected by the Small Business Administration to conduct “austerity survival” workshops for communities hardest hit by the Persian Gulf War.
Bottom Line Management’s federally registered slogan, “Your Bottom Line Is Our Foremost Concern”, reinforces its constant desire to put the client’s best interests ahead of its own. The firm has saved its clients millions of dollars by showing them how to “work smarter” and use their resources more effectively and efficiently to maximize the value of their businesses when they are ready to exit. Mr. Schmerler is a member of the Georgia Association of Business Brokers (GABB) and International Business Brokers Association (IBBA). The firm also offers a “Buyer’s Broker Program” to assist qualified buyers in their search for business acquisition opportunities.
Antonia Cadete Executive Vice President Responsible for Business Consulting
Strategic Business Planning & Customer Relations Management, Negotiation and Communication skills. Community outreach, problem solving, knowledge of most aspects of Veterinary applications and customer needs.
Respected leader, equipped with powerful communication, coordination and analysis skills. Fully committed to providing and implementing dynamic, compelling solutions for various industries. Contracts specialist managing multiple customer relationships.
Began Upper Newbury Pet and Veterinary Clinic as a corporate entity. The Business was the first of it’s kind in Massachusetts. It housed a “pet” center offering puppies, kittens, small animals, birds and fish to customers. Services included grooming, boarding and a Veterinary Clinic in the same location.
We strategically partner with a select number, like minded professional firms, building long-term and trusted relationships creating a truly integrated service. We work with those who can provide expertise that complements and broadens our own. We have established relationships with professionals in many disciplines, including: legal and accountancy profession and banking professionals.