Refer the deals that outgrow you. Keep the client.
Nothing in a sale moves without the owner's CPA and attorney. So the first question every advisor asks is the right one: what happens to my client? Here's our answer.
You're on the team from day one
Your role is in writing from the first meeting. The attorney coordinates and signs. The CPA validates the numbers and bills the quality-of-earnings and tax work. We build the sale package: EBITDA bridge, data room, memorandum and Q&A.
We take the grunt work, not the work you bill
Schedules, open-item lists and first drafts arrive done. You bill for review and judgment.
The CPA co-signs the valuation
You're in the room when we present it to the owner. We're not there to audit you.
You keep the client
The company sells; the family stays with you, now with real wealth to plan. That is worth more than any referral fee.
Referrals go both ways
We send you tax and legal work from our other deals, and you send us owners. Business brokers who bring us companies above our size floor receive a referral fee under a written agreement, disclosed to the owner.
One call a week, one shared tracker
A 15-minute call each week and a tracker of open items and dates, agreed with the owner in the engagement letter.
Which clients to send us.
Owner-led Texas companies worth roughly $5–30M, thinking about a sale in the next few years. Industrial services, distribution, manufacturing, logistics and specialty construction are our core, but call us about any client in that range.
Not ready to sell yet? We'll help them see where they stand today, so the eventual sale goes faster and closer to the price they want.
Introduce us to an owner.
Tell us about the client in a few lines. We'll set up a three-way call, and you'll hear from a senior banker directly.