For commercial real estate professionals in South Central Texas
The property and the business are one decision. They are usually sold as two.
An owner-occupied building and the company inside it are typically valued, marketed and negotiated by different people who never speak. That is where value leaks — in financing capacity, in timing, and in a vacancy nobody planned for.
Alamo Brokers of Texas · Business & property sales since 2002 · San Antonio, Austin & Waco
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 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.
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 this is worth to your practice
- 01
Selling the building without the business creates a vacancy.
The tenant is the owner. Marketing the real estate alone can leave a specialized building empty in a market that has few replacement users for it, while the operating company loses the location that made it work.
- 02
Real estate changes what the buyer can borrow.
SBA 7(a) and 504 treat real property differently from goodwill, with longer amortization on the real estate portion. Structured together, a combined purchase is often more financeable than the business alone — and the debt service math decides whether the deal closes.
- 03
Sale-leaseback keeps the asset when the owner wants it.
Some owners want out of the company and want to keep the building as retirement income. That only works if the lease is negotiated as part of the transaction, at market terms a buyer's lender will accept.
- 04
Section 1031 timing runs against the closing calendar.
Identification and exchange deadlines are unforgiving and do not adjust for a business sale that slips. Coordinating the two closings, and the allocation between them, has to be planned early.
- 05
You stay on both sides of the asset.
You keep the real estate representation, and the new owner is a business that will need space, expansion, or an eventual sale. Referring the business side out is how you protect the property relationship rather than lose it.
Who you would be sending them to
A boutique business and commercial property brokerage serving Texas owners and investors since 2002, from offices in San Antonio and Waco. Hundreds of transactions closed in Texas and nationwide, with documented experience in manufacturing, distribution, health care, logistics, construction and services.
- Serving Texas since
- 2002 — San Antonio (HQ) and Waco
- Transaction focus
- $1 – 10 million
- Valuation credential
- Member, Institute of Business Appraisers (IBA)
- Affiliations
- IBBA · TABB · Texas Association of Realtors
- 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
Nearly two decades in business and property brokerage, preceded by executive management roles with multinational corporations in the U.S. and abroad. Active IBBA member, past board member of the San Antonio chapter of TABB, and a member of the Institute of Business Appraisers who 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
Call or email us.
Industry, rough revenue, why they are thinking about it. Ten minutes on the phone is usually enough.
Step 2
We prepare the Opinion of Value.
At no cost, under confidentiality. You decide whether it goes to your client from us or from you.
Step 3
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 are 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.
Questions advisors ask
- Do you co-broke with commercial agents?
- Yes. We routinely work alongside the agent representing the property, and we do not pay or accept referral fees for advisor introductions.
- Can the business and property be marketed together?
- Yes, and usually they should be. We market the operating business confidentially and coordinate the real estate component with the agent already engaged.
- Does the Opinion of Value include the real estate?
- The Opinion of Value addresses the operating business. Where owner-occupied property is part of the transaction, we account for occupancy cost at market rent so the two are not double counted.
- What areas do you cover?
- San Antonio and Austin, within a 100-mile radius — plus the Hill Country and Waco.
Find the version written for 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.
Start with one client.
Call 210.418.4840 or email info@alamobrokersoftexas.com
alamobrokersoftexas.com · San Antonio, Austin & Waco, Texas
Send us one client