ServicesMergers and Acquisitions
Mergers and Acquisitions in Taylor, TX
Joining two companies, or buying one to grow your own, moves a lot of sensitive information between people you do not know yet. We run mergers and acquisitions so that nothing about your business leaves our office until the other side is screened, signed and serious.
When a merger or acquisition is the right move
A straight sale hands your company to a new owner. A merger or acquisition is different. You might combine with a competitor to share overhead, buy a smaller firm to add a service line, or sell to a larger company that wants your customers, your crew or your territory. Each path changes who controls the business and how the money changes hands.
These deals are where careless handling does the most damage. A competitor who learns your margins and walks away still knows your margins. Staff who hear rumors start looking for other jobs. We treat confidentiality as the first piece of work on any deal, then build the valuation, the outreach and the negotiation on top of it.
Our office works with owners across Taylor and the surrounding area, including Hutto, Round Rock and Georgetown, and we meet by phone and video when that suits you better.
What our M&A work includes
A fit assessment before anything else
We look at why you want to merge or acquire, what the other company would need to bring, and whether a sale, a merger or a partner buyout fits your goals best. Sometimes the honest answer is a different route.
Valuation of both sides
In a merger, the split depends on what each company is worth. We prepare a valuation grounded in earnings, assets and the realistic market, so the conversation starts from numbers both parties can test.
Staged release of information
Interested parties sign a nondisclosure agreement before they learn your name. Financial detail comes later, and customer lists and employee records come last, only once a letter of intent is signed.
Screening the other party
We confirm that a would-be acquirer has the funds or financing to close and a real reason to buy. Fishing expeditions by competitors are stopped early.
Deal structure and negotiation
Cash at closing, seller notes, earnouts, stock swaps and transition terms all carry different risks. We lay out what each one means for you and negotiate on your behalf, alongside your attorney and CPA.
Signs a merger or acquisition deserves a closer look
A competitor has made an approach
An unsolicited offer can be real or can be a way to learn your numbers. Before you share anything, let us help you find out which.
Growth has stalled at your current size
If adding a location or service line would take years on your own, acquiring a company that already has it may be faster and less risky.
Overhead is eating your margin
Two similar companies often carry duplicate rent, software and back-office staff. Combining can free that money up.
You want out, but gradually
Merging into a larger firm can let you step back over a set period instead of leaving on closing day. Our exit planning page covers that timeline in more detail.
How an M&A engagement runs
- 1
A confidential first conversation
You tell us what you have in mind, by phone, video or at our office. Nothing you say leaves the room, and there is no cost for this call.
- 2
Valuation and strategy
We value your company, and the target where we can, then agree with you on the deal you are aiming for and the terms you will not accept.
- 3
Quiet outreach
We approach suitable parties with a blind profile that hides your identity. Only those who sign an NDA and pass our screening move forward.
- 4
Letter of intent and due diligence
Once terms are agreed in principle, the other side reviews records in a controlled order. We keep the data room organized so diligence stays focused and you keep running your business.
- 5
Closing and handoff
We work with both sides' attorneys, lenders and accountants through closing documents, then help plan how staff and customers will hear the news.
What shapes the cost of an M&A deal
Listing your business with us costs nothing at the start, and we never ask for a retainer. Our fee is earned only from a completed deal, at the point the seller is paid, and nothing is tucked away in the fine print. We explain exactly how that fee is worked out on the first call.
- Size and complexity of the deal
- A merger of two small firms with clean books moves differently from an acquisition involving several owners, multiple locations or real estate.
- How the price is paid
- Earnouts, seller financing and stock exchanges take more structuring and more review than an all-cash closing.
- Quality of the records
- Tidy tax returns and profit and loss statements shorten diligence. Gaps mean extra time reconstructing figures before any buyer will commit.
- Outside professionals
- Your attorney, CPA and any lender bill separately. We coordinate with them so work is not duplicated, and our acquisition financing guidance can help you plan the lending side early.
Questions owners ask about mergers and acquisitions
Something not covered here? (512) 402-3803
How is a merger different from just selling my business?
In a sale you hand over the company and usually step away. In a merger you combine with another firm and often keep an ownership share or a role. The valuation, the tax picture and your involvement after closing all look different, so we compare both before you choose.
Will my employees or customers find out?
Not from us. Your name stays off every early document, and parties sign an NDA before they learn who you are. We also plan when and how staff are told, usually close to closing, so the news comes from you.
A competitor wants to buy us. Should I talk to them directly?
We suggest letting us make the first contact. We can confirm the competitor's funding and intent and control what they see. If the interest is genuine, a broker in the middle also tends to keep the price conversation calmer.
How long does a merger or acquisition usually take?
It depends on the size of the companies, the state of the records and how the deal is financed. Diligence and lender review are often the longest stretches. We give you a realistic timeline once we have seen your numbers.
Do I still need an attorney and an accountant?
Yes. We handle valuation, finding and screening the other party, and negotiation. Your attorney drafts and reviews the legal documents and your CPA advises on tax treatment, and we work alongside both.
Start with a private conversation
Tell us what you are weighing and we will give you a straight read on whether a merger, an acquisition or another route fits. The consultation is free and stays confidential.