We understand it’s hard to know what to do. Often times, when we meet with clients they want to sell their business when in reality their business just needs growth capital. A capital injection combined with 24 months of activity can often lead to a 25% increase in company value.
A D V I C E .
G U I D A N C E .
S O L U T I O N S .
We Bring Wall Street to Main Street
Whether You Are Buying, Selling, or Growing A Business - We've Got the Answers
Do I sell or do I need capital?
When It's Time To Sell My Business
With a team of business advisers, attorneys, and valuations specialists we’ve got you covered. Our aim is to make sure you get a fair price for the business. From finding a buyer to making sure all the documents needed to facilitate the transaction are ready – we’ve got you covered.
Looking To Buy A Business
Maybe you already have a business in mind or maybe you are looking for a particular type of business – it’s available under our umbrella. We can help you identify a list of targets, navigate a purchase and provide the expertise to facilitate a smooth transaction.
What Is My Business Is Worth
Determining the value of your business is critical for many situations. We have the knowledge and resources to help you through that process. There are many different factors and determine the business’s value and we have a systematic plan to make sure we consider each factor.
About Us
Decades of Experience with Commitment to Excellence.
Izzy Lozada
Managing Partner
Fidelity Equity Partners, LLC is the result of an amazing relationship. Izzy Lozada and Chad Davidson come armed with experience from Wall Street/Venture Capital to CFO management and business consulting.
Believe it or not, it all started when we became neighbors. Our kids played together for months before we found out we had overlapping expertise. We soon realized that there is something more we could do and Fidelity Equity Partners was born.
Our vision is a commitment to excellence in all that we do. Our aim is to assist entrepreneurs in buying, selling and growing their business with our sole focus on them, by taking the mystery out of the process and guiding them along the way.
Chad Davidson
Managing Partner
Hours of Consulting
In Transactions
Happy Clients
Learn the Basics
Watch a short video that explain more about what we do and how it works.
A Holistic Approach In Every Situation
Our goal is create value by finding solutions that meet eveyone's needs.
Send Us A Message!
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