For CPAs, attorneys, wealth advisors, lenders & M&A professionals in South Central Texas
Your client’s business is likely their most valuable asset. You are the one they should ask first.
When a Texas business owner starts thinking about getting out, the first call should not be to a broker. It should be to their accountant, their attorney, or their financial advisor. For decades, Alamo Brokers of Texas has helped business owners by working with their trusted advisors — not around them — to maximize the value of their business. Send us your qualified clients and we will prepare a complimentary Broker Opinion of Value to start the exit-planning process.
Alamo Brokers of Texas · Business and property sales since 2002 · San Antonio (HQ), South Central Texas
Our standing offer to you
A complimentary Broker Opinion of Value for any client you send us.
No fee. No obligation to list. No engagement letter. Send us an owner who is thinking about selling and wants to know what their company is actually worth, and we prepare it at no charge — a real number instead of a rule of thumb, with you still the trusted advisor in the conversation that follows.
We ask for a short intake first, so the number we produce is worth the paper it is on. Businesses under $100,000 in Seller’s Discretionary Earnings, and businesses with less than five years of documented history, are more difficult to sell and to obtain third-party financing for, and we will tell you that early rather than late.
You make the introduction, and you stay on every conversation from there. We copy you on what we send your client and on what comes back. Nothing about the relationship happens around you.
And no referral fee — in either direction. We do not pay them and we do not ask you to accept one. You are compensated by the client work the deal creates on both sides of it.
What the advisor in the room controls
- 01
Timing.
A business that goes to market unprepared sells for less, or does not sell at all. The advisor who sees the exit coming three years out can fix the file while there is still time. The one who hears about it at closing cannot.
- 02
Structure.
Asset versus stock, purchase price allocation, personal goodwill, installment treatment, entity work. All of it is decided in the first week of a deal, at the letter of intent — not at the closing table.
- 03
The relationship after the sale.
The business does not disappear at closing; it changes hands. The buyer needs the same professional advice the seller did, and the advisor who was already in the file is the obvious answer. One relationship becomes two.
The specifics differ by practice. See how this works in yours.
Find out how this benefits your practice
- CPAs, Accountants & Tax AdvisorsThe exit is a tax event first and a sale second.
- Estate-Planning AttorneysThe plan assumes a number for the operating asset.
- Wealth Advisors & Financial PlannersThe largest asset is not under management yet.
- Business & Transaction AttorneysYou paper the deal; better to see it before the LOI.
- Commercial Real Estate ProfessionalsThe property and the business are one decision.
- M&A Advisors & ConsultantsSub-ten-million deals, run locally in Texas.
- Insurance ProfessionalsBuy-sell agreements funded on unchecked values.
- SBA & Commercial LendersFiles that are ready to underwrite on arrival.
Who is Alamo Brokers of Texas?
A boutique business and commercial property brokerage serving Texas owners and investors since 2002 from San Antonio. Hundreds of businesses sold in Texas and nationwide, with documented experience in manufacturing, distribution, health care, logistics, construction and services.
- Serving Texas since
- 2002 — San Antonio (HQ), South Central Texas
- Transaction focus
- $1 – 10 million
- Valuation credential
- Member, Institute of Business Appraisers (IBA) since 2004
- Affiliations
- International Business Brokers Association (IBBA) · National Association of Realtors (NAR) · Texas Association of Realtors (TAR) · San Antonio Board of Realtors (SABOR)
- Buyer reach
- Email marketing to 4,000+ opted-in contacts, plus broker network
The people your client will work with
Stefan Lagmark
Managing Director, Broker
Over two decades in business and property brokerage with hundreds of closed transactions, preceded by executive management roles with multinational corporations in the U.S. and abroad. Active IBBA member and a member of the Institute of Business Appraisers since 2004, who regularly performs limited independent business valuations. Licensed Texas Real Estate Broker. MS Business Administration, Stockholm School of Economics.
Eduardo Pina, CPA
Broker
Over 35 years in the profession, beginning at KPMG and continuing through his own accounting and tax consulting practice. Also a licensed Texas real estate broker — uniquely qualified on start-ups, business property, Section 1031 exchanges and estate planning. You will be talking to people who speak your language.
“I have worked with Stefan Lagmark for a number of years. As a business broker, I would highly recommend him. His analysis of transactions is excellent. He is diligent and communicates well with the buyer and/or seller in the transaction… He is a true professional.”
How it works
Step 1
Tell us the basics.
A short form: your details, the client's industry, rough revenue, why your client is thinking about an exit, and roughly when. Under a minute. Nothing is shared with your client at this stage.
Step 2
We send the intake questionnaire.
If the business is a fit for what we sell, we ask you to introduce us to the owner so we can discuss their situation and prepare a questionnaire for the valuation work. We keep you in the loop every step of the way.
Step 3
We prepare the Opinion of Value.
At no cost to your client, under confidentiality, once the questionnaire is back and the call has happened. A real number with the reasoning behind it, not a rule of thumb.
Step 4
You stay in the file.
If the owner moves forward, you are on the deal team from letter of intent through closing, where the structure and the tax outcome get decided.
Also free to your clients, any time: our Roadmap to Success guide to selling a business, and a sample Confidential Business Review — the buyer-facing document we produce for every listing.
Let us work with one of your clients. You won’t regret it.
Call 210.418.4840 or email info@alamobrokersoftexas.com
alamobrokersoftexas.com · San Antonio (HQ), South Central Texas
Send us your client