Mergers and Acquisitions in Bee Cave

Is combining or buying companies right for you

Buying or combining with another company works differently than a straight sale. You might be picking up a competitor, folding in a supplier, joining forces with a firm that serves the same customers, or selling to a buyer who wants your staff and contracts more than your equipment. Every one of those deals rests on how two businesses fit together, not only on a number.

That is why we start with a careful review of both sides. Before we recommend a structure or a price, we go through financials, contracts, staffing and customer concentration, and we tell you what we found in plain language. Sometimes the findings say the fit is strong. Sometimes they say slow down, and we will tell you that too.

Owners from Bee Cave, Lakeway, Dripping Springs and nearby communities sit down with us in person, talk with us over the phone or meet on a video call, whichever suits them. Everything you share with us is kept confidential.

What our M&A work includes

Side-by-side financial review

We recast earnings for both companies, backing out the owner's salary and perks, costs that will not happen again, and personal spending that landed on the business books. You get comparable numbers instead of two sets of tax returns that tell different stories.

Fit and overlap findings

We map where customers, vendors, staff and systems overlap. Then we separate the savings that are real from the ones that only look good in a spreadsheet.

Valuation of each company

Each side needs its own defensible value before anyone talks about a combined one. Our business valuation work gives you that starting point, and it stays confidential.

Deal structure options

Asset or stock purchase, seller financing, an earnout, or rolling equity into the combined company. We lay out the tradeoffs of each in plain terms and work alongside your attorney and CPA.

Confidential outreach

Whether we are finding a buyer or a target, names stay private until the other side signs a nondisclosure agreement. Nobody learns who you are from a cold call.

Negotiation through closing

We help shape the letter of intent, organize due diligence requests and keep both parties moving toward a closing date.

Signs a merger or acquisition belongs on your radar

• A competitor has reached out

  An unsolicited offer is flattering, but the first number is rarely the best one. A careful look at what they actually gain from your business tells you what it is worth to them.

• Growth has stalled at your current size

  If you keep hitting the same ceiling on staff, capacity or territory, buying or combining with another company can get you past it faster than building from scratch.

• You have a letter of intent and questions

  Terms like working capital targets, earnouts and holdbacks can quietly shift value from one side to the other. We will walk through each clause with you before you sign anything.

• Your customers or suppliers are consolidating

  When the businesses around you get bigger, staying small can mean weaker pricing power. A merger can put you back on even footing.

• The business still runs through you

  A strategic buyer with management already in place may value your company more than an individual buyer would. This often pairs well with exit planning.

How an M&A engagement works with us

1. 1

   A free, confidential consultation

   We start with a conversation about what you want: growth, an exit, a partner, or simply a fair answer to an offer you received. No commitment is needed to have this talk.

2. 2

   Review and plain findings

   We gather financials, key contracts, staffing details and customer data, then review them closely. You get a straightforward summary of strengths, risks and anything a buyer or partner would question.

3. 3

   Strategy and valuation

   Based on those findings, we recommend whether to proceed, what each business is worth and which deal structures fit. If the honest answer is to wait, we say so.

4. 4

   Outreach and negotiation

   We approach the right parties under nondisclosure, compare interest and negotiate the letter of intent with you.

5. 5

   Due diligence and closing

   We coordinate document requests, keep attorneys, CPAs and lenders on schedule, and help resolve the issues that come up late in a deal.

What shapes the cost of a merger or acquisition

For sellers, the starting point is simple: you pay nothing up front when you list your business with us. You will not see a retainer or any fee tucked into the fine print, and our own payment waits for the closing table, because We Only Get Paid When The Seller Does. The total cost of a transaction still depends on outside professionals and how the deal is shaped, so we walk through those factors early and nothing catches you off guard.

Size and complexity of the deal

Two small companies with simple books close differently than a deal with several locations, many employees and long-term contracts.

Condition of the financial records

Clean, organized books shorten due diligence. Records that need rebuilding add time for you, your CPA and the other side.

Deal structure

Earnouts, seller financing, equity rollovers and included real estate each add documents and negotiation.

Outside professionals

Attorneys, CPAs and lenders bill separately from us. We help you plan for their involvement early so their work is focused.