ServicesMergers and Acquisitions
Mergers and Acquisitions in Leander
Joining forces with another company, buying a competitor or selling to a larger player can change everything you have built. We walk business owners through each step, explain what every term means and keep the talks confidential from first call to closing.
What a Merger or Acquisition Means for Your Business
In an acquisition, one company buys another, either its assets or its ownership shares. In a merger, two companies combine into one, and the owners usually share the new business in some agreed split. For small and mid-sized private companies, most deals are really acquisitions, even when people call them mergers.
This is the right path when a sale to an individual buyer is not the best fit. Maybe a larger company wants your customer list, your team or your location. Maybe you want to grow by buying a competitor, or two owners see that they would be stronger together. Each of these is a different deal with different risks, and we help you see which one you are actually in.
We have handled over $5 million in businesses sold, and we bring that experience to the table on your side. We work alongside your attorney and CPA so the legal and tax pieces are covered by the right people.
What Our M&A Help Includes
- 01
A confidential valuation
Before any talks start, we work out what your business is worth based on its earnings, assets and market. That number shapes every conversation that follows.
- 02
Finding the right counterpart
We identify companies that make strategic sense as buyers, sellers or merger partners. Every approach goes out under a nondisclosure agreement, and your name stays private until a party is qualified.
- 03
Deal structure explained
Asset sale or stock sale, cash at closing, a seller note or an earnout tied to future results. We lay out what each option means for your money, your taxes and your risk, in plain language.
- 04
Letter of intent and negotiation
We help you read and negotiate the letter of intent, which sets price, terms and the timeline. Most of the important points get settled here, so we take our time with it.
- 05
Due diligence support
We organize the documents the other side will ask for, such as tax returns, leases, contracts and payroll records, and help answer questions before they turn into price cuts.
Questions about Mergers and Acquisitions?
Call(512) 883-6802Signs a Merger or Acquisition Is Worth Exploring
A company has approached you
Getting an offer out of the blue feels good, but the first number someone puts in front of you seldom reflects what the business could bring. A second set of eyes on the terms, measured against a real valuation, keeps you from leaving money behind.
Growth has stalled
If you have hit a ceiling on staff, equipment or reach, buying a competitor or combining with a complementary business can get you past it faster than building from scratch.
A competitor is ready to retire
When a rival owner wants out, their customers and trained employees may be worth more to you than to anyone else. That gives you a real advantage at the table.
You want out but want your team protected
A strategic buyer often keeps staff because they need the people. That can be a better exit for your employees than closing or selling to someone new to the industry.
How an M&A Deal Moves Forward
- 1
Talk it through and get valued
We start with a confidential conversation about your goals and a free valuation. You leave knowing what the business is worth and which kinds of deals fit.
- 2
Prepare and approach
We put together a summary of the business and quietly reach out to qualified companies, from the Round Rock area and beyond, under signed nondisclosure agreements.
- 3
Negotiate the terms
We compare offers side by side, explain the structure of each and negotiate the letter of intent with you. You decide; we make sure you know what you are agreeing to.
- 4
Diligence and closing
We manage the document requests and keep the timeline on track while your attorney drafts the final agreement. On closing day, funds change hands and ownership transfers.
What Shapes the Cost of an M&A Deal
Listing with us costs nothing up front. Our fee comes out of a closed deal, because we only get paid when the seller does, and you will not run into retainers or hidden charges along the way. What else you spend depends mostly on the size and complexity of the transaction.
- Size of the deal
- Larger transactions involve more parties, more documents and usually more outside review. That affects both our work and your advisors' time.
- Deal structure
- A simple asset sale is more straightforward than a stock sale or a merger with shared ownership. Earnouts and seller financing add terms that need careful drafting.
- State of your financials
- Clean, well-kept books move faster through diligence. If records need to be rebuilt or a buyer requests a quality of earnings review, that adds time and accounting cost.
- Outside advisors
- Your attorney and CPA bill separately for contracts and tax planning. We help you know when you need them so you are not paying for work too early.
Mergers and Acquisitions Questions
Is my business too small for a merger or acquisition?
Usually not. Many acquisitions involve companies with a handful of employees, especially when the buyer wants a customer base or a trained crew. A valuation will show whether a strategic buyer would likely pay more than an individual buyer.
Should I sell my company's assets or its shares?
Selling assets means the buyer picks up the equipment, inventory, customer lists and goodwill while you hold on to the legal entity. Selling shares hands over the company itself, along with its past and any obligations attached to it. Buyers tend to lean toward buying assets, while sellers tend to lean toward selling shares, so expect this point to be negotiated. Ask your CPA how each route affects your taxes.
How do you keep the deal confidential?
Every interested party signs a nondisclosure agreement before learning your company's name. We share details in stages, so sensitive numbers only go to serious, qualified parties. Your employees, customers and competitors should not hear about it from the market.
What is an earnout?
With an earnout, a slice of the purchase price is held back and paid over time, and only once the company reaches performance goals both sides signed off on. Sellers and buyers often reach for one when they cannot settle on a single number. We walk you through how those goals will be counted and who keeps the books afterward, so the deferred money is realistic rather than a hope.
How long does a deal usually take?
Many take several months from the first conversation to closing, and some take longer. Clean financials and a clear sense of what you want are the two things that speed it up most.
Find Out Where You Stand
Before you answer an offer or approach a competitor, know what your business is worth. We will talk through your options confidentially, with no cost and no obligation.