Dynasty Business Advisors Review

Dynasty Business Advisors is an independent business brokerage firm headquartered at 101 North Tryon Street in Charlotte, North Carolina.

Founded by Greg Barnes, who spent over 25 years as a small business owner before launching the firm, it operates across five regional markets: Charlotte, the Triad NC, Triangle NC, Columbia SC, and Greater Philadelphia.

The company has listed more than 500 businesses and closed over 100 transactions, acting as a confidential intermediary for clients on both sides of a business sale.

The firm's tagline says it plainly: integrity and confidentiality, and that framing carries through every part of how it positions itself.

Greg Barnes is President. His biography on the site notes 25 years as a small business owner and a degree from North Carolina A&T State University, with a focus on negotiation and individualized client strategy.

The rest of the advisor bench is unusually deep for a regional brokerage.

That's a lot of different professional backgrounds under one roof. Banking regulators, petroleum executives, mortgage originators, and insurance brokers don't usually sit at the same table.

For someone navigating a business sale, that cross-disciplinary depth could matter a lot during due diligence or financing conversations.

The core service is business brokerage, split into two tracks.

Selling a business: Dynasty acts as a confidential intermediary. They develop an action plan, market the business to their pool of active buyers, negotiate on the seller's behalf, and manage the deal through close.

Confidentiality is emphasized throughout, which makes sense: most small business owners can't afford for employees, customers, or competitors to know a sale is in progress.

Buying a business: The firm walks buyers through its active listings and connects them with due diligence resources.

Advisors are described as upfront about factors a buyer might overlook, which is a slightly unusual claim for a brokerage that also represents sellers.

In practice this means buyers should still engage independent counsel, but the firm's stated posture is transparency over pressure.

Beyond brokerage, three additional services round out the offering:

• Business valuations: Cedric Scott is specifically named as the contact for valuation requests; the firm positions valuation as a planning tool, even for owners not yet ready to sell.
• Consulting services: Market analysis, transaction guidance, and growth strategy for businesses at various stages.
• Financing guidance: Bill Jordan's NYSE membership and SBA affiliation are called out here; the firm connects clients to financing options rather than providing direct lending.

Five markets. That's a wider geographic spread than most independent brokerages attempt, and Dynasty has built out distinct contact teams and listing pages for each region: Charlotte, Triad NC (Greensboro/Winston-Salem/High Point), Triangle NC (Raleigh/Durham/Chapel Hill), Columbia SC, and Greater Philadelphia.

The Charlotte office at 101 North Tryon Street, Suite 600 is the main hub.

Each regional market has its own contact form and advisory team, suggesting this isn't just one Charlotte office with a few satellite listings but a deliberate multi-market structure.

The firm's search tool covers businesses across categories including Restaurants, Food, Retail, Medical, Transportation, Construction, Fitness, Beauty, Automotive, Child Care, Cleaning, and more.

Listings range in price from under $25,000 to above $2 million.

The Recent Transactions section shows completed deals, though it doesn't publish specific sale prices or multiples, which is standard practice for brokerages protecting client confidentiality.

500 businesses listed and 100+ sold since founding. Those numbers aren't broken out by year, so it's hard to evaluate velocity, but for a regional independent firm, the volume is substantial.

Dynasty runs a structured referral program for attorneys, accountants, financial planners, and others who work with business owners. Referrers can submit a buyer or seller contact, and the firm handles the engagement from there.

The mechanics are straightforward: the referral gets logged, Dynasty works the deal, and the referring party receives compensation on a closed transaction. The site doesn't publish referral fee specifics publicly.

This matters because it signals how Dynasty builds its pipeline.

Word-of-mouth from professional networks is the dominant sourcing channel in small business M&A, and formalizing that structure is a smart operational decision for a firm at this scale.

That's a statistically significant sample for a brokerage. A 5.0 with 161 reviews is harder to maintain than a 5.0 with 20 reviews. 

The reviewer names on the site (Reema, Lorena, Lora, Laquandra, Gary, Freddy, Brian) suggest a diverse client base, though the review content itself isn't displayed in full on the homepage.

Does Dynasty Business Advisors work with businesses outside the Carolinas?

The firm has an active market in Greater Philadelphia in addition to Charlotte, Triad NC, Triangle NC, and Columbia SC. Outside those five markets, coverage isn't specified.

How does the business valuation process work?

Senior Advisor Cedric Scott handles valuations directly. Owners can contact him at 704-606-1899. The firm frames valuations as useful both for immediate sale preparation and longer-term succession planning.

What industries does Dynasty list?

The listing search covers restaurants, retail, medical, transportation, construction, fitness, beauty, automotive, child care, cleaning, lawn/landscaping, machine shops, real estate-related, and specialized services.

Is the initial consultation free?

Yes. The firm offers a free consultation bookable through their scheduling link at thedynastyba.com.

Who handles financing?

Bill Jordan, a Registered Broker and SBA and US Chamber of Commerce member, coordinates financing connections for clients.

The website's consulting page is light on specifics. It describes a wide range of services but doesn't outline process, timelines, or fee structures in detail. 

That's common for brokerages, where terms are negotiated per engagement, but buyers or sellers comparing firms will need to have that conversation directly.

The multilingual capability through Bill Jordan (Loa/Thai and Shan/Kachin) is an unusual asset for a Carolinas-based firm.

For immigrant business owners, that kind of in-language representation during a high-stakes transaction isn't trivial.

The team's administrative side is also more built out than most regional brokerages show publicly: an Office Administrator (Jennifer Reyes), a Marketing Administrator (Taylor Barnes, featured on WBTV), an IT Manager (Dean Villafuerte), and a Virtual Assistant (Quennie Torres).

Running a brokerage operation across five markets requires actual infrastructure, and this team appears to have it.

Dynasty Business Advisors operates as a well-staffed, multi-market brokerage with advisors whose professional histories go well beyond typical real estate crossover backgrounds.

For small to mid-sized business owners in the Carolinas or Greater Philadelphia who want a confidential, structured approach to a sale or acquisition, it's a firm worth a direct conversation.