Deals under ten million need a Texas broker on the ground.

What this is worth to your practice

1. 01

   Below-market-size mandates get run properly.

   A $2 million EBITDA-light company with owner-dependent operations needs a different process than a sponsor-track auction. We run that process daily in the $1 to $10 million range and are set up for it.

2. 02

   The buyer pool is local and mostly individual.

   At this size the buyer is usually an individual operator, a search-fund style buyer, or a regional strategic, reached through a Texas network and direct outreach rather than a national sponsor list.

3. 03

   SBA financing drives the terms.

   Eligibility, debt service coverage and seller-note requirements shape what the deal can look like. Preparing the file for how an SBA underwriter reads it is the difference between a closing and a stall in credit.

4. 04

   Co-broke arrangements are available.

   Where a formal co-broke fits, we structure it between brokers. For advisor introductions there is no referral fee in either direction.

5. 05

   You keep the relationship and the adjacent work.

   You stay on the file as the client's advisor, and the consulting or integration work on either side of the closing stays yours.

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

What deal sizes do you take?

Our focus is $1 to $10 million in transaction value, primarily in South Central Texas.

How does a co-broke work?

Broker-to-broker arrangements are agreed in writing before the engagement. Advisor introductions carry no referral fee in either direction.

What is your process before going to market?

Broker Opinion of Value, preparation of the Confidential Business Review, buyer screening under NDA, then confidential marketing to our opted-in buyer list and broker network.

How long does a typical process run?

Roughly twelve months from listing to close, with wide variance depending on financials, financing and owner dependence.

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.