Highly Reputable M&A Advisory/Business Brokerage

Business Overview:

Business Description
• The Industry: We are delighted and honored to present the rare opportunity to own a market-entrenched, long-established, reputable Lower Middle Market M & A Advisory/Business Brokerage firm in the business-friendly state of Texas. The company represents successful business owners who desire to exit their business and reap the financial rewards of their years spent growing their business. The firm represents the business owner in the sale to both High Net Worth individuals as well as institutional buyers.

• Texas has more business owners than almost any other state, and with many of these owners being baby boomers at retirement age, the timing is ideal to enter this industry. According to multiple sources, somewhere close to half of those are small business owners and prospective clients. On the other side, Buyers are attracted to Texas as it is so business friendly, especially with no state income taxes, and the cost of living in most areas is quite affordable.

• Who would be interested in this awesome acquisition? An ideal Buyer for this M&A Advisory/Business Brokerage firm may be an accountant, CPA, MBA, CFO, Financial Advisor, a current business broker who would like the rewards earned from owning their own firm; or an astute, personable individual who has business ownership or sales experience.

• This firm enjoys a robust CRM system to manage engagements and utilizes expert marketing providers.

• A new owner will enjoy years of buyer/seller data included in their CRM system, which can kick start a marketing campaign for Sellers or prospective buyers of one of their listings. This business is not a franchise. The company enjoys top Google placements under multiple key words.

• Facilities: The firm operates out of a centrally located, functional office in a small office building. The space of approximately 2,000 sf includes a conference room with plenty of space to host meetings.

• Available for Lease or CRE purchase: Real Estate is available for purchase in addition to a purchase of the business for $700,000. Total for both the business and the real estate would be $1,650,000. Alternatively, one could purchase the business and lease the offices for the same $6,000/month the Seller is paying.

• Cash flow above is based on Seller’s average discretionary earnings (SDE) of $500k for the past 6 years ended 2024.

• NDA from qualified, prospective Buyers required before learning more about this opportunity.

Growth Opportunities
• Expand the area served to include the entire state of Texas. Currently, the firm only markets to a limited area in the state. According to the Secretary of State, as of February 4th 2025, there are approximately 2,964,180 registered business entities in the State of Texas. According to a number of sites, small businesses in Texas make up between 98% and 99% of all Texas businesses. With much of the baby-boomer generation at or approaching retirement age, there will be a plethora of business owners who will transition their business to a third party versus to their family in the near future.

• New ownership could additionally bring on more agents, with some working remotely using the robust CRM system. Currently, the number of agents is limited due to Seller preference.

• Many business brokerage firms also act as franchise consultants, which matches buyers with new franchise opportunities, which could increase revenue if the new owner chose to add that service.

This business is not a franchise.

This is not a solicitation or offering to sell securities.

Listing Broker Erin Bonner, Transaction Intermediary, Consultant & Business Broker.

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Property Features and Assets:

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Market Competition and Expansion:

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Reason for Selling:

Additional Details:

Relevant Links:

• View more Texas businesses for sale
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