ServicesMergers and Acquisitions
Mergers and Acquisitions in Leander, TX
We help owners of established companies sell to a strategic buyer, combine with a competitor or buy another business to grow. You get a confidential process, screened buyers or targets, and our scope and fee terms in writing before any work begins.
When a merger or acquisition is the right move
A merger or acquisition is not a simple sale. The buyer is often another company, the price depends on how the two businesses fit, and the deal may include stock, an earnout or a seller note instead of all cash. That takes more preparation and more care with your information.
We work both sides. Owners use us to find a strategic buyer who will pay for what their customers, staff and contracts are worth to someone already in the field. Owners who want to grow use us to find companies that are not openly for sale.
Before we start, you get a written outline of what we will do, how our fee works and what it does not cover. Listing with us costs you nothing at the start. We charge no retainer, and no extra fees show up later.
What our M&A work covers
- Valuation with a buyer's eye
- We start with a free, confidential valuation. Then we look at what a strategic buyer could add, like cost savings or a new territory, so you have a realistic range to work from.
- Screened buyer and target lists
- We build a list of companies and investors that make sense for the deal. Nobody learns your name until they sign a nondisclosure agreement and we have checked they are serious.
- The offering memorandum
- We write the document buyers read first. It covers your history, financials, staff and growth room in plain language, backed by your records.
- Offer review and deal structure
- When letters of intent come in, we lay them side by side. Price is one line. We also compare cash at closing, earnouts, seller financing and how long you are asked to stay on.
- Diligence with your attorney and CPA
- We keep the document list organized and the questions moving so the deal does not stall. We are not your lawyer or tax advisor, so we work alongside them.
Signs it may be time to talk about a merger or acquisition
A competitor keeps asking
If another company has hinted at buying you, that interest has value. Before you answer, find out what the business is worth and whether others would pay more.
Growth needs more than you can fund
A second location or a bigger crew costs money. Joining a larger company, or adding a smaller one, can get you there faster than building from scratch.
You want out, but not all at once
Some owners want to sell a majority stake and stay on for a few years. That kind of deal usually suits a company buyer better than an individual.
Nobody is lined up to take over
No family member or partner is ready. A merger can keep the business running and protect the people who work there.
What affects the cost of an M&A deal
Our fee is paid at closing out of the sale, and its terms are spelled out before we start. The work involved, and what you spend on outside advisors, comes down to a few things. We go over each one on the first call.
Deal structure
Stock, earnouts or a seller note take more negotiation and paperwork than an all-cash sale.
Condition of your records
Clean books and signed contracts move quickly. Missing leases or financials that need rebuilding slow diligence and raise attorney and CPA bills.
Number of parties
Several owners or outside investors mean more people to agree, and each adds meetings and documents.
Financing and real estate
Bank or SBA financing brings its own approval steps, covered on our acquisition financing guidance page. A building in the deal adds a property side, explained under business and property sales.
How a deal moves from first call to closing
- 1
First conversation
We talk by phone, by video or at our office. You tell us what you want, and we tell you plainly whether a merger, an acquisition or a straight sale fits better.
- 2
Scope and fee terms in writing
You get in writing what we will do, how we are paid and what sits outside our role. We only get paid when the seller does, so there is no bill for the months before closing.
- 3
Valuation and marketing package
We review three years of financials, adjust for owner perks and one-time costs, and prepare the confidential offering memorandum.
- 4
Outreach and offers
We contact screened parties, manage NDAs and meetings, and collect letters of intent. You see every offer with our notes on it.
- 5
Diligence and closing
Once you pick an offer, we keep diligence on track and work with the attorneys and lender until the funds move.
Questions about mergers and acquisitions
What is the difference between a merger and selling my business?
In a sale, the buyer takes over and you step away, usually for cash and maybe a seller note. In a merger, two companies combine and you may keep a stake or a role. We help you decide which fits before anyone is approached.
How do you keep this quiet from my staff and customers?
Buyers first see a short profile with no name or location. They sign a nondisclosure agreement before we share details, and we can hold meetings at our office or after hours. You decide when to tell your team.
Can you help me buy a competitor?
Yes. We find companies that fit, make the first contact without naming you, and help you value and structure the offer. If you also want to see businesses already on the market, get on our buyer list with a phone call. People on that list hear about each new listing before it goes out to anyone else.
Do I pay anything before the deal closes?
No. There are no retainers and no hidden fees. Our fee comes from the sale at closing, and the terms are in writing before work begins.
Do you work with companies outside Leander?
Yes. We work with owners and buyers in Cedar Park, Round Rock, Georgetown and across the area, and much of the work happens by phone and video.
Start with a confidential conversation
Tell us if you are thinking of selling to a bigger company or buying a smaller one. We will explain your options and put our fee terms in writing before anything moves.