Every business client you have will exit eventually. The only question is whether you are in the room when it happens.

What this is worth to your practice

1. 01

   The buyer becomes your client.

   The business does not disappear at closing — it changes hands, and the new owner needs an advisor who already knows the books, the add-backs, the vendors and the seasonality. That is you. We make sure the buyer understands exactly what you are worth to them, precisely because you advised the original owner. One relationship becomes two.

2. 02

   You get in front of the tax-minimization trap.

   You have spent years minimizing taxable income, exactly as you should. Then the business goes to market at a multiple of adjusted earnings and each of those dollars costs three to four times as much in sale price. We show you how buyers and SBA underwriters read a P&L, so the books get positioned years ahead of the sale.

3. 03

   Exit readiness is billable work you are not doing today.

   Books clean-up, add-back documentation, quality-of-earnings prep, sell-side due diligence, entity structuring. A client who wants out in five years is five years of engagements — and we will tell you what the file needs to look like on day one.

4. 04

   Deal structure is decided in the first week, not at closing.

   Asset versus stock, purchase price allocation, personal goodwill, installment treatment, F-reorganization. The advisor in the room at the letter of intent controls all of it; the one who arrives at closing inherits it.

5. 05

   And the seller still needs you on the other side.

   Proceeds planning, installment reporting, estate work, entity wind-down, a new set of personal filings — often a larger engagement than the business return ever was. Between the buyer and the seller, a closing can leave you with more work than you had going in.

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

How it works

1. Step 1

   Call or email us.

   Industry, rough revenue, why they are thinking about it. Ten minutes on the phone is usually enough.

2. 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.

3. 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 pay referral fees to CPAs?

No, and we do not ask you to accept one. Texas law limits who a real estate broker may pay a referral fee to, and it changes the nature of the recommendation. You are compensated by the client work the deal creates on both sides of it.

What does the Opinion of Value cost my client?

Nothing, when it comes through you. There is no engagement letter and no obligation to list.

Will I lose the client after the sale?

The opposite is the goal. The buyer needs an accountant who already knows the file, and we make sure they know that is you.

How long does a sale usually take?

Plan on roughly twelve months from listing to close for a business in the $1–10 million range.

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.