Jonestown, TX Business Broker Serving Sellers and Buyers
Owners come to us to sell, plan their exit or pass the business to a partner. Buyers come to us for an established business or franchise. Every valuation is free and kept private. Our clients are in Jonestown, Lago Vista and Leander, and we stay in touch after closing.
Where We Work
Jonestown is our home base, and the owners and buyers we represent come from all around it. On the lake side that means Lago Vista, Hudson Bend, Lakeway, Steiner Ranch and Bee Cave. Farther inland, we cover Leander, Cedar Park, Brushy Creek, Liberty Hill and Santa Rita Ranch. If you're shopping for a business from out of town, we're glad to hear from you as well.
- Jonestown
- Lago Vista
- Hudson Bend
- Leander
- Cedar Park
- Lakeway
- Steiner Ranch
- Brushy Creek
- Liberty Hill
- Bee Cave
- Santa Rita Ranch
Most of our sit-downs are at our office or over phone and video, so a longer drive is rarely a problem. When we visit the business itself, we time it so nobody on site wonders why.
Brokerage Services for Sellers and Buyers
Most of our work is helping a business owner sell, or helping a buyer find the right business and close on it. Around that we handle business valuation, exit planning, franchise resales, and sales that include the building. We also take on partner buyouts and succession, smaller mergers and acquisitions, and acquisition financing guidance for buyers. Every deal starts with a phone call and stays confidential from there.
Sell a Business
A confidential sale from first valuation to closing day, with screened buyers, clear paperwork and check-ins once the keys change hands.
Business Valuation
A free, confidential look at what your business could sell for, built from your own numbers and walked through with you line by line.
Buy a Business
We help buyers find a business worth owning, check the numbers before signing, and stay in touch through the first months after closing.
Exit Planning
A step-by-step plan to get your business ready for a sale or handoff, with a clear timeline and check-ins once the deal closes.
Mergers and Acquisitions
Help buying, merging with or selling to another company, from valuation and deal structure through check-ins past closing.
Franchise Resales
Help selling or buying an existing franchise unit, from the transfer clause and franchisor approval to the first months under the new owner.
Business and Property Sales
When you own the building as well as the business, we price both, help you decide whether to sell or lease, and carry the deal through closing.
Acquisition Financing Guidance
We help buyers line up the money for a business purchase, from SBA loans to seller notes, and we check back once the deal closes to keep the payments on track.
Partner Buyouts and Succession
Neutral help when a partner wants out or an owner is handing the business to family or staff, from valuation and terms to check-ins after closing.
How We Work With You
A deal doesn't stop mattering the day the papers are signed. The first months of new ownership are where most problems show up, so we stay in touch through that stretch.
Check-ins once the deal closes
We call both sides in the weeks following closing. We ask how the handoff is going, whether staff and customers have settled, and whether anything in the agreement needs attention. Small problems are easier to sort out early, before they turn into a dispute.
A written handoff plan
Before closing, we put in writing what the seller owes the buyer in training and introductions, and when. That covers key vendor accounts, permits that need to transfer and the lease assignment. Both sides know what to watch for once the keys change hands.
Confidential by default
Buyers sign a confidentiality agreement before they see the business name or the numbers. Your employees, customers and competitors don't hear about the sale from us.
Our fee waits for your sale
Listing with us costs you nothing up front. We don't ask for a retainer, and there are no extra charges tucked into the fine print. Our pay comes when the seller gets paid, so the only result that works for us is a deal that closes.
Straight answers on value
If the numbers don't support the price you have in mind, we tell you and show you why. Sometimes the honest advice is to wait a year and clean up the books first.
What Shapes a Business's Price
Buyers pay for dependable cash flow. The clearer a business makes that case, the better the price and the easier the deal. We start every valuation with these points.
We value your business free and in confidence. Then we walk through the figures with you and point out which of these items raised or lowered the range, so you understand exactly where the number came from.
- Earnings and the paper trail behind them
- Your tax returns and P&L statements need to agree. Owner perks and one-time expenses can be added back, as long as there are records to prove them.
- How much depends on you
- When customers ask only for you and no one else knows the pricing, buyers get nervous. A manager in place and written procedures raise what the business is worth to them.
- Reliance on a few customers
- When one customer accounts for a large slice of revenue, value drops. A broad customer base holds its value better.
- Property and lease
- Owning the building changes how a deal gets put together. If you rent, lenders care a great deal about how long the lease runs and whether it can be assigned.
- Equipment and stock
- Equipment age and condition, plus the inventory on hand at closing, are counted and settled in writing.
- What buyers can borrow
- Plenty of buyers rely on an SBA loan, a seller note or both. The amount a lender will finance often caps the price in practice.
A Broker That Stays On Past Closing
Selling a business is often the biggest financial move an owner makes. Buying one can be the same for the buyer. We keep the work plain: real numbers, clear terms and no pressure to sign anything you don't understand.
We learned early that the closing table isn't the finish line. A buyer who loses the best employee in month two, or a seller whose note payments start running late, needs someone to call. That's why we stay in touch after every deal and explain what each side should keep an eye on.
What Sellers and Buyers Ask Us
Something not covered here? (512) 955-5966
How much will it cost me to sell through you?
Nothing when you list. There is no retainer and no fee that shows up later by surprise. We are paid at closing, at the same time the seller is, never earlier. On the first call we go over exactly how the fee works.
Could my staff or customers learn that I'm selling?
They won't learn it from us. Our listings leave out the business name, and every buyer signs a confidentiality agreement before seeing details. Visits are timed so they don't raise questions.
How do you arrive at a value for my business?
We begin with recent years of tax returns and financial statements, adjust for owner perks and one-time expenses, and then weigh owner dependence, customer mix, the lease and what a buyer can finance. The valuation is free and kept private.
How long does selling usually take?
That turns on how big the business is, how tidy its records are and how quickly the buyer's financing lands. Organizing your books before listing does the most to speed it up. Once the valuation is finished, we give you a realistic timeline.
I'm looking to buy. How can I see what's for sale?
Call us and we'll add you to our buyer list, which gets first notice every time we take on a new business to sell. Once you sign a confidentiality agreement and show you have the money or financing to close, we send details on the listings that fit what you're after.
Can buyers get a loan to buy a business?
Frequently. A lot of deals combine the buyer's cash with an SBA loan, a seller note or both. We explain how lenders judge a deal so buyers know their footing before they make an offer.
What do you do once the deal has closed?
We stay in contact. In the first weeks under the new owner we call both parties to see how the handover is going and whether training, introductions and any seller note payments are on schedule. When something needs fixing, we help deal with it early.
The Steps of a Sale, Beginning to End
No two deals are identical, yet most move through these stages. We meet at our office or over phone and video.
- 1
An opening phone call
We cover the business, your timing and your goals for the sale. The call is free and private, and you are under no obligation to list.
- 2
Pricing and getting ready
We go through your returns and statements, settle on a realistic price range and explain how we reached it. Anything a buyer's lender would question gets flagged so you can address it before listing.
- 3
Private marketing to vetted buyers
Our registered buyers see each new listing first. Every one of them signs a confidentiality agreement and proves they can pay for the deal before receiving details.
- 4
Offers, diligence and closing day
We help you weigh offers beyond the price: terms, seller financing, training time and the non-compete. Then we keep buyer, lender and attorneys working toward the closing date.
- 5
Staying in touch after the handover
Through the early months of the transition, we check with both parties. We review the handoff plan, remind the seller of agreed training and help the buyer hold on to key employees and customers.
Get an Honest Read on Your Business
We'll put a free, confidential value on your business and talk plainly about your options, including whether now is the right time to sell. Buyers can register for current listings on the same call.