How client confidentiality is handled

The business is marketed blind

Public-facing material describes the business generically — industry, general region, revenue and earnings ranges, and the basic shape of the operation. No company name, no street address, no photographs of premises, no customer names, and no detail specific enough that someone in the trade could identify it. Advertising is written with the assumption that a competitor and an employee will both read it.

Buyers are screened before they learn anything

Anyone who inquires completes a buyer profile covering background, acquisition criteria and financial capacity, and signs a non-disclosure agreement. Only after that does the Confidential Business Review — the full buyer-facing document — get released, and it is released to a named individual, not forwarded freely. Buyers who will not identify themselves or will not sign do not receive information.

Owner contact is controlled

Buyers do not call the business, visit during working hours, or approach staff. Meetings are arranged off-site or after hours, and site visits happen at a stage where the buyer is serious and the owner has agreed. Where a landlord, franchisor or lender must eventually be notified, timing is planned with the owner in advance.

What a referring advisor can and cannot be told

The client decides. In most referrals the owner authorizes us to keep the advisor informed, which is the arrangement we prefer — you are more useful in the file than outside it. Where an owner asks that the process be kept between us, we honor that without exception, and we will not confirm to anyone, including the referring advisor, that a particular business is or is not represented.

You will always be told whether we received the introduction and whether an Opinion of Value was completed, because you sent it. Beyond that, our disclosure follows the owner's written instruction.

Information handling

Financial records, tax returns and diligence materials are shared through controlled channels with named recipients, and access is closed when a buyer withdraws or an agreement terminates. Nothing about a client's business is used in our marketing, on this site, or in conversation with other advisors.

Confidentiality survives closing

We do not publish sale prices, buyer or seller names, or transaction details after a deal is done. That is why every deal reference on this site is generic and unattributed, and why our track record is described only as hundreds of transactions closed in Texas and nationwide since 2002. The two named testimonials on this site are published with permission.