ServicesMergers and Acquisitions
Mergers and Acquisitions in Taylor, TX
A merger or acquisition can keep a good business going long after one owner steps back. You might buy a competitor, join a larger company or bring in a partner with capital. We help business owners find the right match, price it fairly and close a deal that holds up.
What a merger or acquisition does for your business
Most small companies do not need to be torn down and rebuilt to grow. They need more customers, more hands, better buying power or a new owner who will keep the doors open. A merger or acquisition puts two businesses together so what already works gets to last longer.
We work with sellers and buyers on both sides of these deals. That means valuing each company, finding the right counterpart, setting terms that protect the staff and customers, and keeping the whole thing confidential until it is time to tell people.
Our record so far is over $5 million in businesses sold. We bring that deal experience to every merger and acquisition we take on, and we work alongside your attorney and CPA rather than in place of them.
What our M&A work covers
- 01
Valuation of both companies
We look at earnings, assets, customer mix and how much the business depends on the owner. When two companies combine, both get valued so neither side pays for what it already has.
- 02
Finding the right counterpart
We look for buyers, sellers or merger partners whose operations fit yours. A good fit means the same kind of customers, compatible equipment and a culture your people can live with.
- 03
Confidential outreach
Prospects sign a nondisclosure agreement before they see your name or numbers. Your employees, vendors and competitors hear about it when you decide, not before.
- 04
Deal structure
Cash at close, seller financing, an earnout, a stock swap or a mix. We lay out what each option means for your taxes, your risk and your role after closing, then you pick.
- 05
Due diligence support
We help gather the records a serious buyer asks for, such as tax returns, leases, contracts and payroll. Getting this organized early keeps the deal from stalling halfway through.
- 06
Transition planning
We put the handoff in writing: how long the owner stays, who keeps the key accounts and how staff are told. This is the part that decides whether the combined business lasts.
Questions about Mergers and Acquisitions?
Call(512) 920-5626Signs a merger or acquisition is the right move
You have hit a ceiling
Sales are steady but flat, and growing further would take more capital or people than you can add on your own.
A competitor is struggling
A nearby company has good customers or staff but weak management. Buying it can be cheaper than winning that business one account at a time.
You want out, but slowly
You are not ready to walk away tomorrow. Merging with a larger firm lets you step back over a few years while the business keeps running.
Someone has approached you
An unsolicited offer is worth looking at, but you need to know what your company is actually worth before you answer.
Your business depends on one person
If you are the only one who knows the key customers and suppliers, a merger can spread that knowledge and protect what you built.
How an M&A deal runs with us
- 1
First conversation
We talk by phone, by video or at our office about what you want: growth, a partial exit or a full sale. Nothing is listed and nobody is contacted at this stage.
- 2
Valuation and goals
We review your financials and put a realistic value on the business. We also write down what matters beyond price, like keeping staff or staying on for a while.
- 3
Search and screening
We reach out quietly to likely partners or targets, including companies in Hutto, Round Rock and Georgetown where a fit makes sense. Only qualified, signed-NDA prospects see details.
- 4
Letter of intent and diligence
Once a party makes an offer, we help negotiate the letter of intent. Then both sides check the books, contracts and operations before anything is final.
- 5
Closing and handoff
Attorneys draft the final agreements and the deal closes. We stay involved through the transition plan so the first months after closing go as written.
What affects the cost of an M&A deal
Listing your company with us costs nothing at the start. There is no retainer to sign and no extra charge that shows up later. Our fee is paid at closing, so we are only paid once the seller is. What moves that fee and the overall cost of the deal comes down mostly to how complex the transaction is.
- Size of the companies
- A larger deal involves more records, more buyers to screen and usually more negotiation. The fee is tied to the size of the transaction.
- Deal structure
- A straight cash sale is simpler than a merger with a stock swap, earnout or seller note. Each moving part adds legal and accounting work.
- State of the books
- Clean, current financials speed things up. If records need to be rebuilt or recast, expect more time from your CPA before buyers will commit.
- Outside professionals
- Your attorney and CPA bill separately for contracts, tax planning and closing documents. Lenders may also require a formal appraisal if financing is involved.
Questions about mergers and acquisitions
What is the difference between a merger and an acquisition?
In an acquisition, one company buys another and takes control. In a merger, two companies combine and the owners usually share the new entity. For small businesses the line is often blurry, and the structure is something we work out with you.
Is my business too small for M&A?
Probably not. Plenty of these deals involve companies with a handful of employees, like a service firm buying a smaller competitor. What matters is steady earnings and a reason the two businesses are worth more together.
Will my employees find out?
Not from us. Every prospect signs a nondisclosure agreement before seeing anything that identifies your company. We plan with you when and how staff are told, usually close to or after closing.
Can I stay on after the deal?
Yes, and many buyers want that. A transition period, a consulting role or an employment agreement can all be written into the deal. We help set the length and terms so expectations are clear on both sides.
How long does a merger or acquisition take?
It depends on the size of the deal, how ready the books are and how quickly financing comes together. Finding the right party is often the longest stretch. We give you a realistic timeline after the first review.
Talk through your options before you decide
A first conversation costs nothing and stays confidential. We will tell you what your business is likely worth and whether a merger, an acquisition or a straight sale fits your plans.