Bee Cave, TX
Bee Cave Business Broker Helping Owners Sell, Buyers Buy and Companies Change Hands
Selling, retiring or passing your company to a partner takes a plan, and buying one calls for the same care. We handle valuations, exit planning, franchise resales and acquisition financing guidance, and we check licenses and state filings before a deal goes on the market. Our clients are owners and buyers in Bee Cave, Lakeway and Dripping Springs.
- Over $5 million in businesses sold
- No retainer to list
- Your name kept private
- Our fee comes at closing
Selling, Buying and Everything Between
Selling and buying established companies is the core of what we do. We also handle business valuation, exit planning, franchise resales, business and property sales, and partner buyouts and succession. Bigger transactions run through our mergers and acquisitions work. If you plan to borrow, our acquisition financing guidance shows you what a lender will want before you put in an offer.
Sell a Business
We price your business, find qualified buyers in confidence, and get the lease, licenses and tax clearances sorted before closing day.
Business Valuation
A plain-English value for your business, built from real cash flow and records, with the license and transfer questions a buyer will raise flagged early.
Buy a Business
Find an established business, then check the books, the lease and every license before you close, so the deal you sign is the deal you get.
Exit Planning
A step-by-step plan to get your books, filings, lease and value in shape before you sell, retire or hand the business off.
Mergers and Acquisitions
Combine with another company or buy out a competitor, with the licenses, leases and tax clearances sorted out before anyone signs.
Franchise Resales
We sell operating franchise units and handle franchisor approval, transfer paperwork and the license changes that come with a new owner.
Business and Property Sales
For owners who also own the building or land: we price the business and the real estate, check zoning and occupancy records early and set up a deal buyers can finance.
Acquisition Financing Guidance
Learn how buyer cash, bank or SBA loans and seller notes fit together, and what lenders will want to see before you make an offer.
Partner Buyouts and Succession
We help partners agree on a fair price, set the terms and get the agreements, lender steps and transfers lined up when one owner leaves or a successor steps in.
What Sets Our Brokerage Apart
Price is seldom what kills a deal. An unread lease or a license that won't transfer usually is. We hunt for those issues at the start.
- 01
Records checked before you list
We review all that a buyer would inherit: the lease, city and county permits, health or liquor permits, professional licenses and the state sales tax account. We flag anything that won't carry over well before a buyer's attorney spots it.
- 02
Free to list
Listing your company with us costs nothing ahead of time, and you sign no retainer. We are paid from the sale, so our goal matches yours: a deal that closes.
- 03
Your identity kept private
Staff, customers and competitors don't need to learn of a sale until you're ready. Our ads leave out the company name, and buyers sign a nondisclosure agreement before seeing financials or finding out who you are.
- 04
Buyers checked for funding
Registered buyers get new listings first. We ask early about available cash and loan readiness, so you spend time only with people able to close.
- 05
An honest valuation
We won't inflate a number to get your listing. If your asking price is out of reach, we show you what's keeping it down and what could raise it. Some owners list right away, while others take a year to clean up the books.
From First Call to Closing Day
Each deal has its own wrinkles. The order of the steps does not change much.
- 1
A private first call
Tell us about the business and what you want out of a sale. Nothing leaves the conversation. We send you a short list of records to pull for the valuation.
- 2
Valuation and transfer review
We study your financials and give you a value range with the reasoning laid out. Alongside it, we list every license, lease and tax account a buyer must take over.
- 3
Marketing that hides your name
Our listing describes the industry, size and earnings but never the company name. Registered buyers get the first look. Anyone who wants more signs a nondisclosure agreement and shows proof of funds.
- 4
Offers and due diligence
We help you weigh offers on terms, timing and financing, not just price. During due diligence we answer lender questions and keep each transfer filing on schedule.
- 5
Closing and handoff
Attorneys and the closing agent prepare the final documents. We line up the sales tax clearance, license transfers and lease assignment so the new owner can unlock the door the next morning.
Where We Work
We are based in Bee Cave and work with owners and buyers throughout western Travis County and the nearby Hill Country, including Lakeway, Steiner Ranch, Barton Creek, Belterra, Hudson Bend and West Lake Hills. Owners in Lago Vista, Dripping Springs, Shady Hollow and Jonestown work with us too.
- Bee Cave
- Lakeway
- Steiner Ranch
- Barton Creek
- Belterra
- Hudson Bend
- West Lake Hills
- Lago Vista
- Dripping Springs
- Shady Hollow
- Jonestown
A lot of our meetings take place over video or the phone, so you do not need to be next door. Our Service Areas page has more detail.
What Drives the Value of a Business
A buyer is paying for future cash flow. The more reliable that cash flow looks, and the less it leans on you, the higher the price. Here is what we weigh when we put a number on your company.
Your valuation is free and confidential, and you get the reasoning along with the number. No retainers and no hidden fees; our fee is earned when the sale closes.
- True owner earnings
- We begin with the real profit an owner takes home. Your salary, personal perks and one-time expenses get added back, with records a lender can verify.
- Books that agree
- Tax returns, monthly profit and loss statements and bank deposits need to match. When they do not, buyers lower their offer or walk away.
- Licenses that change hands
- Some licenses move to a new owner with a short filing. Others, such as a Texas liquor permit, mean the buyer applies from scratch. A gap here can push back closing or thin out the field of buyers.
- The lease
- Buyers want years left on the lease and a landlord who will assign it. A short term or a hesitant landlord pulls the price down.
- How much rides on you
- When every key customer calls your cell and only you know the suppliers, buyers see risk. Written procedures and a capable manager push value up.
- Fit with lenders
- Most buyers finance part of the price. A business that meets common loan guidelines draws more offers and moves faster than one only a cash buyer could take on.
A Small Brokerage That Reads the Fine Print
We are a small brokerage working with sellers and buyers in and around Bee Cave. You can meet us at our office or talk by phone or video. Many of the owners we work with spent decades building their company, and we take the sale as seriously as they do.
We like to get the dull work done first. We read your lease line by line. We ask whose name is on each permit. We confirm the state sales tax account is current, since Texas can hold a buyer liable for sales tax the previous owner never paid. Finding those issues early is what keeps a deal alive in its final weeks.
- Certifications
- Over $5 million in businesses sold
What Sellers and Buyers Want to Know
- How much is my business worth?
- Largely it depends on what the company earns for its owner, how consistent those earnings are and whether it could run without you. We go through your tax returns, financial statements and lease. The valuation is free and private, and we point out which numbers raised the value and which pulled it down.
- How much does listing my business cost?
- Nothing at the start. You sign no retainer and face no hidden fees. We are paid only when the seller is, from the proceeds at closing.
- How is the sale kept confidential?
- Our listings omit the company name and anything that would identify it. Buyers are vetted and sign a nondisclosure agreement before hearing more. You choose when staff and customers are told.
- Do my licenses go to the buyer?
- It varies. Some city and county licenses transfer with a filing, but a Texas liquor permit means the buyer must apply under their own name. We work this out before listing so the closing date doesn't slip.
- How long does a business sale take?
- Many small business sales take from several months to a year between listing and closing. Tidy books, a strong lease and a buyer with financing lined up all shorten that. Once the valuation is done, we give you a candid estimate for your company.
- Where do I begin if I want to buy a business?
- Call us and sign up as a buyer. We'll ask what kind of business you want, where you'd like it to be and whether you'll pay cash or use a loan. Registered buyers get the first look at new listings, and we can walk you through what lenders typically want.
- Can a buyer finance the purchase of a business?
- Yes. Most buyers borrow part of the price, usually from a bank or through a government-backed small business loan. Lenders want proven earnings, a down payment and cash flow that can cover the payments. Our acquisition financing guidance gets you ready for those questions before you make an offer.
Learn What Your Business Is Worth
Start with a free, confidential valuation. You will hear where the business stands, what buyers will look for and which licenses or filings to tackle first.