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1. Any information Broker provides about a business was obtained from the business owner, and Broker makes no representations or warrantees as to its accuracy or completeness. Buyer is solely responsible for investigating all aspects of the business and obtaining any legal, tax or other counsel Buyer deems necessary, prior to purchasing the business. 2. Any information Buyer is given about a business, including its availability for acquisition, shall be treated as confidential and proprietary. Buyer shall not disclose, without prior written permission, any such information to any third party except Buyer's representatives/affiliates engaged in evaluating the information and shall obtain the agreement of such third parties to maintain confidentiality. If Buyer decides not to purchase the business, Buyer shall promptly notify Broker of this fact and shall promptly return all documentation without retaining copies, summaries, analyses or extracts. Any unauthorized disclosure shall constitute a material breach of Buyer's duty to the seller and Broker and could result in their seeking recourse against the Buyer. Buyer shall indemnify, defend and hold Broker harmless from any liability resulting from such unauthorized disclosure.

3. The Seller of each business about which a Buyer shall be given information by Broker of Texas has entered into an agreement providing that Seller shall pay a fee to Broker if, during the term of that agreement or within eighteen months thereafter, the business is transferred to a Buyer introduced by Broker. Should Buyer, Buyer Family Member or anyone with whom Buyer is connected acquire any interest in or become affiliated in any capacity with such a business, Buyer shall protect Broker's right to a fee from the Seller.

4. Buyer shall conduct all inquiries into and discussion with any business about which Broker provides information solely through Broker, and shall not directly contact the owner, employees or other representatives of the business except by prior arrangement with Broker.

5. If Buyer breaches the terms of this Agreement or in any way interferes with Broker's right to a fee, Buyer shall be liable for such fee and any other damages, including reasonable attorney's fees. Any controversy or claim arising out of or relating to this Agreement or its breach shall be settled by binding arbitration in accordance with the Commercial Arbitration Rules of the American Arbitration Association by one or more arbitrators appointed in accordance with those rules. Any arbitrator so selected need not be a member of the American Arbitration Association.

6. Broker may act as a dual agent representing both Buyer and Seller.

7. Buyer Acknowledges receiving a copy of this Agreement.

8. The undersigned executes this Agreement on behalf of Buyer and warrants that he/she is duly authorized to do so.

We operate in a full spectrum of industries:

As every entrepreneur knows, selling a business is a big event, a milestone toward the next phase of life.The majority of business sales are triggered by unexpected events in the owner’s lives. If you don’t prepare to sell a business, it is more likely that your transaction will be at a greater disadvantage, potentially reducing your overall valuation or causing a more problematic sale.

It is very easy to get caught up in the daily business operations, leaving you more vulnerable should an unexpected event occur. Plan ahead with an exit strategy.

Make certain your financial statements (for at least 3 years) are accurate, accounting practices are consistently applied year-to-year and all of the assets and liabilities on the balance sheet are accurate. Here’s a good guide to what’s important in your business accounting.

Dispose of no longer used equipment. Scrap it, auction it but get rid of it. You’re selling a business, no need to have useless equipment lying around.

Business owners often think that obsolete inventory doesn’t cost anything to keep on hand and maybe one day, in the next 5 – 10 years, you’ll get a call from a customer needing that exact item. Get an accurate count of all your inventory, then get rid of the slow-moving or not moving items.

Make sure your employment practices are documented and applied properly. Is overtime being paid properly? Are your 1099 independent contractors classified properly? Have your employees been screened appropriately for their jobs?

Make sure your expenses booked on your financials are all legitimate business expenses. The cleaner the books the higher the price.

Make sure your tax payments are all up-to-date. Sales tax, FICA, etc.

Have a business valuation or business appraisal done on the business so you can determine if the value of the business is adequate to provide the cash needed to secure your future.

Look at your corporate structure and determine what tax issues will need to be resolved to maximize the after-tax proceeds in a sale. Are you still a C Corp? If so, talk to your accountant to see if changing to an S Corp would benefit you in a sale. Clean up any old partnership or ownership issues

Because they reduce the risk to a buyer of a business….lower risk for the buyer equals a higher price for seller. Contact us to learn more about how to best prepare to sell a business in Texas.

3 years of tax returns (business or business portion of personal tax returns)

Any lease agreements if applicable

Balance sheet

3 years of bank statements

Any additional Bank Records (Credit card statements, etc.)

Asset List - Inventory, DBA, equipment, etc. that is transferable with the business

Business/Owner Bio - How long has the business been in operation? How long have you owned the company? (Etc.)