Business & Property Sales in Texas since 2002210.418.4840 · info@alamobrokersoftexas.com
Alamo Brokers of TexasSend us one client

For wealth advisors & financial planners in San Antonio and Austin

Your client's largest asset is not in the portfolio yet.

For a business owner, the company is commonly 60 to 90 percent of net worth and produces nothing under management until it is sold. Every retirement projection you run for that household rests on a value nobody has tested against the market.

Send us one clientSee how the Opinion of Value works

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

  1. 01

    The plan is built on an untested number.

    Owners routinely carry a value in their head that is either well above or well below what a buyer would pay. A Broker Opinion of Value replaces it with a defensible figure, which changes the savings rate, the retirement date and the risk budget you are recommending today.

  2. 02

    The sale is the AUM event.

    One closing can move more into managed assets than years of contributions. Being the advisor who helped the client understand the value years before the sale is how that account arrives at your firm instead of somewhere else.

  3. 03

    Pre-liquidity planning has to start before the letter of intent.

    Charitable vehicles, trust funding, installment structures and concentration management need lead time. Once the LOI is signed, most of the useful planning window has already closed.

  4. 04

    Concentration risk is the whole conversation.

    A household with nearly everything in one privately held, industry-specific, geographically fixed asset has a risk profile no allocation model on the liquid side can offset. Quantifying it starts with knowing what the asset is worth.

  5. 05

    The exit is also a household transition.

    Owners underestimate the identity and cash-flow shift that follows a closing. Advisors who prepare the client for life after the business keep the relationship well past the liquidity event.

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.”
— James Montgomery, Montgomery & Associates, PC

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 advisors?
No, 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 sale creates.
Will the client be pushed to list?
No. There is no engagement letter and no obligation to list. Many owners take the Opinion of Value and do nothing for several years, which is a perfectly good outcome.
How long before a sale should we start?
Three to five years is ideal for exit readiness work. Twelve months is roughly the span from listing to closing once the business goes to market.
What size businesses do you work with?
Our transaction focus is the $1 to $10 million range in Texas, primarily San Antonio, Austin, the Hill Country and Waco.

Find the version written for your practice

Start with one client.

Call 210.418.4840 or email info@alamobrokersoftexas.com

alamobrokersoftexas.com · San Antonio, Austin & Waco, Texas

Send us one client