Our Process

From consultation to closing

Every engagement follows a structured, confidential process designed to maximize value and minimize risk for our clients.

  1. 01

    Discovery & Consultation

    We start by understanding your goals, timeline, and financial position — no cost, no commitment.

  2. 02

    Business Valuation

    We review the financials and provide a realistic market valuation based on comparable transactions.

  3. 03

    Strategy & Preparation

    We position the business for sale, or align buyers with the right opportunities in the market.

  4. 04

    Marketing & Outreach

    We leverage our network and national platforms to attract qualified, financially capable buyers.

  5. 05

    Negotiation & Due Diligence

    We structure the deal and manage the entire process confidentially from LOI through diligence.

  6. 06

    Closing

    We coordinate every party — lender, attorney, landlord, escrow — to get the transaction across the line.

Reviewing and signing business acquisition documents

Confidential From Day One

Employees, competitors, and vendors don’t learn about a sale until you’re ready. Buyers are qualified and put under NDA before any sensitive information changes hands.

Before you sell, read these

How Texas owners value, prepare, and position a business for a successful exit.

How Much Is My Business Worth? A Texas Business Owner's Guide to Business Valuation

SDE, EBITDA, add-backs, and multiples explained — plus what raises and lowers the value of a privately held Texas business.

Read more

How to Prepare Your Business for Sale (and Maximize Its Value)

Maximize your business's value with these proven strategies for a successful exit.

Read more

Understanding Commercial Lease Representation

Why having expert representation matters when negotiating your next commercial lease.

Read more

What's your business worth?

Finding out what your business is worth is the first step toward preparing it for a sale. We'll run a market analysis showing where you stand against similar businesses — free of charge.