ServicesBusiness and Property Sales
Business and Property Sales in Bee Cave
When you own both the company and the building it operates from, the sale has more moving parts. We start by reviewing each one on its own, tell you plainly what we find, and only then talk about how to structure the deal.
One sale, two assets, each judged on its own
Buyers and lenders price an operating company and its real estate by different rules. The company is worth what it earns for an owner. The building is worth what comparable properties sell for, what shape it is in and what a market tenant would pay to occupy it. Mix those numbers too early and one side of the deal usually gets priced wrong.
That is why we pull them apart first. We go through your financials, then review the property: the deed, any survey, the zoning, the building's condition and the rent your business pays now, if it pays any. You get a written summary of what we found before we recommend anything.
From there you can sell both together, sell the business and keep the building as a landlord, or offer the buyer a lease with an option to purchase later. Each path changes who can buy, how they finance it and what you walk away with.
What we handle in a business and property sale
- 01
Separate business valuation
We build a valuation of the operating company from your tax returns, profit and loss statements and owner benefits. This number stands apart from the real estate so buyers can see what the business itself earns.
- 02
Property review and market rent
We look at the building's condition, zoning and title paperwork, and estimate a fair market rent. That rent matters even if you sell both, because lenders and buyers use it to judge the business's true profit.
- 03
Deal structure options
We lay out the sell-both, sell-and-lease and lease-with-option paths side by side, with the tradeoffs in plain language. You choose; we do not push one.
- 04
Screened buyers and quiet marketing
New listings go to registered buyers first. Anyone who wants your name or address has to sign a confidentiality agreement and show they can finance a deal this size.
- 05
One closing schedule for both assets
Your attorney, CPA, the buyer's lender, the appraiser and the title company all have pieces of this sale. We keep them talking so the company and the property transfer on the same day.
Questions about Business and Property Sales?
Call(512) 881-7039When a combined sale makes sense
Your company is your tenant
If the business pays rent to you, or to an entity you control, the property is part of the conversation whether you planned it or not.
You want a clean, full exit
Some owners would rather not become a landlord after they retire. Selling both lets you walk away with no ongoing tie to the property.
Your current rent is below or above market
A related-party lease that was never set at market rate can make the business look stronger or weaker than it is. We sort that out before buyers notice it.
Buyers keep asking about the real estate
If early conversations stall because buyers want the building, a combined sale may open the door to more qualified offers.
You are weighing income against a lump sum
Keeping the property and leasing it to the new owner can provide steady rent. Selling it brings cash at closing. We help you compare the two honestly.
How the process runs
- 1
A free consultation
We talk through your business, the property and your goals by phone, by video or at our office. No cost and no commitment.
- 2
Review and plain findings
We examine the financials and the property paperwork, then walk you through what we found, including anything a buyer or lender is likely to question.
- 3
Pricing and structure
Once you have the findings, we recommend an asking price for the business and a value or rent for the property, plus the deal structure that fits your goals.
- 4
Confidential marketing and offers
We present the opportunity to screened buyers in Bee Cave, Lakeway, Dripping Springs and beyond, field their questions and help you compare offers on terms, not just price.
- 5
Due diligence and closing
We keep inspections, appraisal, lender requests and title work on track until both the business and the property change hands.
What affects the cost of a combined sale
Signing a listing agreement with us costs you nothing at the start. We are paid from the proceeds once a sale actually closes, so no invoices arrive while buyers are still looking. Outside costs tied to the real estate are a separate matter, and we walk you through each one well before it is due.
- Appraisal and inspections
- Lenders financing real estate usually require an independent appraisal, and buyers often order a building inspection or an environmental report. These are typically paid by whoever orders them.
- Title and survey work
- Title insurance, a current survey and closing costs are normal in a property transfer. Who pays which item is negotiated in the contract.
- Condition of the records
- Clean, organized financials and property documents shorten the review. Missing leases or unclear books add time for everyone involved.
- Deal structure
- A lease with an option to buy, or seller financing on part of the price, adds drafting and negotiation compared with a straight sale of both assets.
What owners ask about combined sales
Is it better to keep the building and rent it to the new owner, or sell it outright?
That comes down to whether you want a complete exit or a steady income stream, and how well the property would hold up as a long-term rental. After our review we put the numbers for each option in front of you. Most owners find the choice gets clearer once they can compare them directly.
Will a lender cover the company and the building in one loan?
In many cases a lender will package the acquisition and the property it occupies together. The real estate still gets underwritten against its own appraisal. We can point buyers to our Acquisition Financing Guidance so they show up ready.
How is the price split between the business and the property?
The purchase price is allocated between the business assets and the real estate, and that split affects taxes for both sides. We provide the valuation work to support it, and your CPA advises on the tax side.
Will buyers learn my business is for sale just by seeing the building?
No. We describe the opportunity without naming the business or its address, and only buyers who sign a confidentiality agreement and pass screening get the details. Building tours are scheduled discreetly, often after hours.
Are there fees before the sale closes?
No retainers and no hidden fees. The outside costs tied to the property, like an appraisal or survey, are the only items that may come up earlier, and we tell you about each one in advance.
What if a buyer wants the business but not the building?
That can still work. You can lease the property to them at a market rent, and we help set terms that protect you as the owner of the building. If you would rather focus on the company alone, our Sell a Business page explains that path.
Talk through your company and your building with us
A free consultation is the first step. We listen, look at what you own and share plainly what we see before suggesting anything.