Resource for advisors
How the referral process works
There is no intake system to learn and no paperwork to sign. A referral starts with a phone call, and the advisor decides at every step how visible they want to be.
Alamo Brokers of Texas · Business and property sales since 2002 · San Antonio (HQ), South Central Texas
Step one — the ten-minute call
Tell us the industry, roughly what the business does in revenue, and why the owner is thinking about it. That is usually enough for us to say whether the business is likely saleable, what range it might fall in, and what would have to be true for a buyer to finance it. If the answer is that the owner is three years too early, we will say so — that conversation is often more valuable to your client than a listing would be.
What we need from you: an introduction and permission to speak with the owner. What you get back: a candid read on saleability and timing, at no cost.
Step two — the Broker Opinion of Value
With three years of tax returns, internal statements and an interim period, we prepare a written Broker Opinion of Value under confidentiality. There is no fee, no engagement letter, and no obligation to list. You decide whether it goes to your client directly from us, or through you with your own cover analysis attached.
What we need from you: help getting complete financials, since incomplete books are the single largest source of delay. What you get back: a defensible number you can plan against, plus the list of what a buyer would want fixed before the business goes to market.
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.
Step three — you stay in the file
If the owner decides to move, you remain on the deal team. That matters most at two moments: when the letter of intent is negotiated, because structure and allocation are effectively decided there, and during due diligence, when the quality of the financial record either supports the price or erodes it.
We run the marketing, the buyer screening under NDA, the Confidential Business Review, offer negotiation and the coordination through financing and closing. You advise your client, and we make sure the buyer understands what your continued involvement is worth to them after closing.
What it does not involve
- No referral fee in either direction. We do not pay them and we do not ask you to accept one.
- No obligation for your client to list, and no engagement letter for the Opinion of Value.
- No marketing use of your client's name, ever. Confidentiality survives closing.
- No tax or legal advice from us. That is your work, and we keep it that way.
Timing
Plan on roughly twelve months from listing to closing for a business in the $1 to $10 million range, with the Opinion of Value taking one to two weeks once complete financials are in hand. Preparation work, where it is needed, can add anywhere from a quarter to several years — and it is usually the highest-return time an owner spends.
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
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