Mergers & Acquisitions
The buyer across the table has done this ten times.
You will sell one business in your life. I have closed more than $250 million in transactions, and I represent one side of the table. Yours.
Start where you are
Three owners, three different problems
Most firms ask you to book a call before they have told you anything. Pick the one that sounds like you.
Selling in a few years
What you do in the three years before the sale moves the price more than anything you negotiate at the table.
Exit planning →Ready to go to market
The whole process in order, from deciding you are ready to the day the escrow releases.
How to sell a business in Texas →An offer on the desk
The letter of intent is where your leverage dies. Most owners sign it before they call a lawyer.
Read this before you sign →Who you would be working with
Jim Montgomery
I have bought and sold businesses for thirty years. Audio visual, point of sale, specialized metals, dental practices, government contracting, engineering, fitness franchises, laser manufacturing. Deals from $1.5 million to $45 million, with private equity, strategic and individual buyers.
What owners hire me for is the part that decides what they keep. Structure, the letter of intent, the purchase agreement, the allocation schedule. On one transaction, catching a lost step-up in basis saved the seller more than $700,000 in tax.
I work on fixed fees, not the clock. And I will tell you when you should not sell yet.
Written for owners
Guides
Everything below is free, and none of it asks for your email first.
Not ready to book an hour?
Tell me where you are and I will tell you honestly whether you need a lawyer yet, whether you need a broker first, or whether you should wait.
No charge for that answer, and no sequence of emails afterward.
When you are ready
Sixty minutes on the phone. $1,000. Most business owners get one shot at their exit.
Book the $1,000 Cup of CoffeeAsk a question
Goes straight to me, not to a service.
Sending this does not make me your lawyer and does not create an attorney-client relationship.
22211 IH 10 West, Suite 1206
San Antonio, Texas 78257
210-690-3700 · fax 210-568-4550