ServicesMergers and Acquisitions
Mergers and Acquisitions in Lockhart, TX
Joining forces with another company, buying out a competitor or selling to a larger firm is a big step. We help small and mid-sized business owners value the deal, find the right counterpart and keep every conversation confidential through closing.
When a merger or acquisition is the right move
Most of the deals we work on look nothing like the mergers in the news. They are a supply company buying a smaller competitor, two professional practices combining under one roof, or a regional firm acquiring a family business to grow into a new market. The dollars are real, and so are the employees and customers on both sides.
Our job is to be the broker who keeps the deal moving. That means a clear valuation of what each side brings, a quiet search for the right fit, and steady help through offers, due diligence and closing. Plenty of owners in Kyle and Luling start with a phone or video call and visit our office later, once there is something worth sitting down over.
We handle your company the way we would want a neighbor to handle ours. No pressure, straight answers, and nothing goes to a buyer until you say so.
What our M&A work covers
- 01
Valuation of both sides
Before anyone talks price, we value the company being acquired and, in a merger, the one it is joining. We look at earnings, owner add-backs, customer concentration, equipment and lease terms. The goal is numbers that hold up when the other side's accountant reviews them.
- 02
Confidential outreach
We write a blind profile that describes the business without naming it. Interested parties sign a nondisclosure agreement before they see the name, the financials or the location. Your staff, vendors and customers do not hear about it secondhand.
- 03
Finding and screening counterparts
We look for competitors, strategic buyers and investors who fit, and we check that they can fund the deal before you spend an afternoon with them. New listings go to registered buyers first.
- 04
Deal structure
Cash at close, seller notes, earnouts, asset versus stock sale, an owner staying on for a transition period. We show how each option changes what you take home and how much risk you keep, and we work alongside your attorney and CPA on the fine print.
- 05
Due diligence and closing
We organize the documents a buyer will ask for, keep the request list moving and raise problems early, while they are still easy to explain. Near the end we coordinate with attorneys, lenders and landlords so lease assignments and payoffs are ready on closing day.
Questions about Mergers and Acquisitions?
Call(512) 337-8573Signs it is time to talk about a merger or acquisition
A competitor has asked if you would sell
Get a valuation before you answer. First offers are usually built on the buyer's math, not yours.
Growth has outrun your capacity
You are turning down work because you lack the staff, systems or capital to take it on. A larger partner may already have all of that in place.
Buying looks faster than building
Adding a service line or a new territory from scratch can take years. Acquiring a company that already has the customers, crew and reputation can shorten that to months.
No one is lined up to take over
If the next generation or a key employee is not stepping in, selling to a strategic buyer can protect your people and your customers. Our Exit Planning service helps you get ready first.
One customer carries too much of the load
When a single contract makes up a large share of revenue, combining with another firm spreads that risk and often makes the whole company worth more.
How a deal comes together with us
- 1
A confidential first conversation
You call, and we talk through your goals, your timeline and what matters to you beyond price, such as keeping your staff or the company name. There is no cost and no obligation.
- 2
Valuation and preparation
We gather recent tax returns, profit and loss statements and key contracts, then give you a written valuation in plain language. If something would worry a buyer, we tell you now so there is time to address it.
- 3
Quiet matching
We share the blind profile with qualified buyers or partners, collect signed nondisclosure agreements and pass along only the serious, funded interest. You decide who gets a closer look.
- 4
Offers and due diligence
We help you compare letters of intent side by side, negotiate terms and manage the document requests that follow. Most surprises in a deal show up here, and we work to catch them early.
- 5
Closing and handoff
We coordinate with attorneys, lenders and landlords through closing day, then stay in touch through the agreed transition so both sides start off on good footing.
What shapes the fee on a merger or sale
There are no retainers and no hidden fees with us. We Only Get Paid When The Seller Does, so our fee comes out of a closed deal rather than out of your pocket along the way. Listing costs nothing at the start, and on the first call we explain how the fee would be figured for your situation.
- Size and complexity of the deal
- A single-location company with clean books takes less work than a multi-entity group with shared ownership and intercompany loans.
- Deal structure
- Earnouts, seller financing and partial-interest sales need more negotiation and more paperwork than a straight cash purchase.
- Condition of the records
- Organized financials move quickly. Mixed personal and business expenses or missing years add time to the valuation and to due diligence.
- Real estate in the deal
- When the building or land is part of the transaction, appraisals, title work and lease terms come into play. Our Business and Property Sales service covers that side.
Mergers and acquisitions questions
What is the difference between a merger and an acquisition for a small company?
In an acquisition, one company buys another and the seller usually steps away after a transition. In a merger, two companies combine and the owners often share ownership of the new business. For most small firms the paperwork looks similar, but the valuation of both sides matters more in a merger.
Will my employees find out I am talking to buyers?
Not from us. Buyers see a blind profile first and sign a nondisclosure agreement before they learn your name. We plan with you when and how to tell key staff, usually close to signing.
Should I sell assets or stock?
Buyers often prefer an asset sale because it limits the liabilities they inherit, while sellers sometimes come out ahead with a stock sale. The right answer depends on your entity type and tax picture. We lay out the tradeoffs, and your CPA confirms the tax effect.
How long does a merger or acquisition take?
Many small and mid-sized deals take six months to a year from first conversation to closing. Clean records and a well-funded buyer shorten it, while financing approvals and lease assignments can stretch it.
Can you help me buy a competitor instead of selling?
Yes. We help buyers find and evaluate companies, review the numbers and structure an offer. Our Acquisition Financing Guidance service covers lenders, seller notes and how to fund the purchase.
Do I still need an attorney and a CPA?
Yes, and we encourage it. We handle valuation, matching and negotiation, and we work closely with your attorney on the purchase agreement and your CPA on taxes so nothing falls between the cracks.
Know what your company is worth before you talk terms
Call for a free, confidential business valuation and an honest read on the deal in front of you. We will walk through your numbers and goals with no obligation.