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Articles
Woolsacks
Woolsacks, a cornerstone of Texas’ wool and mohair industry, transitioned to new ownership after 40 years. We facilitated a seamless handover.
Read moreMarshall Hatfield
Mar 14, 2025 • 2 min read
Smokin' Joe's
We facilitated the sale of the largest food truck equipment dealer in the Central U.S. - seamlessly transitioning a business fueling the mobile culinary industry.
Read moreMarshall Hatfield
Mar 14, 2025 • 1 min read
Hometown Hero Card
Hometown Hero Card needed the perfect buyer to continue its mission of supporting local Texas businesses. We proudly facilitated this values-driven transition.
Read moreMarshall Hatfield
Mar 14, 2025 • 1 min read
Post-Acquisition Integration: How to Transition Smoothly
Mergers and acquisitions often promise growth, innovation, and synergy. But the reality of integration can be far less glamorous. So, how can you make sure to take all the right steps that are necessary for a successful acquisition?
Read moreClint Fiore
Mar 12, 2025 • 12 min read
How to Sell Your Business For Sale By Owner [FSBO]
When you decide to sell your business For Sale By Owner (FSBO), you’re taking on the task of independently marketing and negotiating without a broker. So, how do you make sure your business is priced correctly and ready to attract potential buyers?
Read moreClint Fiore
Mar 12, 2025 • 14 min read
The Hidden Costs of Buying a Small Business
When you’re buying a small business, you’re not just paying the purchase price. You’re also taking on a host of hidden costs that can strain your resources and impact your financial health. But where do these hidden costs begin, and how can you prepare? This article will help you answer that.
Read moreMarshall Hatfield
Mar 12, 2025 • 12 min read
How to Secure Financing for Small Business Acquisitions
Securing financing for a small business acquisition starts with a clear plan — identifying your ideal target, assessing its financial health, and outlining growth strategies. From SBA loans to seller financing, there are many options to explore. But navigating the complexities of acquisition financing takes more than just a solid starting point. This guide will walk you through the process, step by step.
Read moreMar 13, 2025 • 12 min read
How to Position Your Small Business for Strategic Acquisition
If you’re considering selling your small business, you’ll need more than just attractive financial statements to command premium acquisition offers. Today’s strategic buyers look for more than the numbers to evaluate your company’s market position, scalability potential, and operational efficiency. Let's dive into what makes your business valuable to potential acquirers. It will help you make the right moves to maximize your eventual exit price.
Read moreMar 13, 2025 • 12 min read
Falkenberg Construction
Family and relationships have always come first for Falkenberg Construction, and recently, they went through the process of transitioning ownership of the company to the next generation.
Read moreMarshall Hatfield
Mar 12, 2025 • 2 min read
Exit Planning for Small Business Owners: Timing Is Everything
The truth is, selling a business isn’t something you can wing. It’s a complex process that demands foresight, careful planning, and a clear understanding of the market. By starting your exit planning journey 2-3 years ahead, you can tackle potential challenges, fine-tune your operations, and elevate your business’s appeal. Curious about how to pull this off? Let’s dive into the strategies that can make your business stand out and ensure your exit is not just smooth, but successful.
Read moreMar 13, 2025 • 12 min read
Blinded by Delight
What does an established window covering business taking over the San Antonio market with world-class products and deep values have to do with a top-tier exteriors company specializing in windows, siding, and doors with a family-first approach?
Read moreMarshall Hatfield
Mar 12, 2025 • 1 min read
Common Pitfalls in the Acquisition Process - and How to Avoid Them
Acquisitions can promise growth and expansion, but they’re riddled with potential pitfalls that derail even the most promising deals. From Google’s costly Motorola misstep to hidden liabilities and cultural clashes, the risks are real — and often underestimated. This guide breaks down the most common acquisition mistakes and equips you with actionable strategies to sidestep them. Whether you’re navigating due diligence, assessing valuations, or planning post-merger integration, these insights will help you turn acquisition uncertainty into a strategic advantage.
Read moreMarshall Hatfield
Mar 11, 2025 • 12 min read
BioGardener
Holistic Austin landscaping business lands itself in new caring hands
Read moreMarshall Hatfield
Mar 11, 2025 • 2 min read
The Essential Checklist for Selling Your Small Business
So you’ve decided to sell your small business, and now you’re facing a challenging task - a smooth changeover that maximizes your sale price. You’ll need to assemble a team of professionals, including an attorney, accountant, and business broker, to guide you through the process. This article will help guide you through everything you need to know (and do) when selling your small business. Let’s go.
Read moreClint Fiore
Mar 11, 2025 • 13 min read
How to Evaluate a Small Business for Acquisition
Since you’re reading this, it’s fair to assume that you’re considering acquiring a small business, but how do you go about this?
Read moreMarshall Hatfield
Mar 11, 2025 • 11 min read
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