Selling a Business In
Houston, TX

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Generational Equity regularly holds complimentary executive conferences in locations across North America. Here we thoroughly prepare business owners on how and when to sell a business in Houston.

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Interested in selling your company in Houston, TX? Contact a senior business advisor

Everyone will exit their company at some point in their lives. Whether it's by choice, chance or circumstance, timing is everything. Even if you don't know when you're going to do it, you need you know how. Our professional team have years of experience helping business owners prepare to sell their companies for the optimal price.

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conference agenda

Business in Houston - A Snapshot

  • GDP of $478 billion, with real GDP growth of 3.1 expected to 2040
  • Fourth most populous city in the U.S., with the population expected to exceed 2.4 million by the end of 2018
  • 3.1 million available jobs, with a low unemployment rate of 4.6%
  • Home to 125,000 businesses, including Phillips 66, Sysco, ConocoPhillips, Plains GP Holdings, Halliburton and Kinder Morgan
  • Contains 20 Fortune 500 headquarters, as well as 85 companies on the Inc. 5000 list
  • Overall cost of living is 21% below the average among the 20 most populated metro areas
  • 31% of the metro area’s businesses minority-owned
  • 75,000 jobs expected to be added during 2018
  • Ranked best city to start your career (Bankrate, 2017)

Now is the Time:
Why Sell Your Business in Houston


There is no question that Houston is a high priority for expanding companies with an active acquisition strategy. The area’s entrepreneurial spirit, global transportation, low cost of doing business, expressive diversity and much, much more ensure Houston will continue to grow and provide a welcome home for some of the world’s most successful and celebrated businesses.

Houston’s consistent success, even in the face of adversity, may not immediately cause you to consider your exit strategy. But, at these boom times for locations across the country, it could represent the ideal conditions for an advantageous exit. Even if you are not there yet, if you eventually want to receive the optimal return on your investment, you should consider the exit strategy for your business sooner rather than later. Get in touch with one of our M&A professionals today to start your journey to successfully selling a business in Houston.

We are leaders in M&A Over 50 awards and counting

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards

Generational Equity has closed more deals in the middle market than any M&A firm, business brokers or other organization in the past decade. Coupled with our numerous awards from trusted authorities like The M&A Advisor and Inc. 500, we are firmly established as leaders in our industry.

If you want to know how to sell a business, or how to value a company, don't settle for any less than our award-winning M&A professionals.

Attend a conference in Houston

Everyone will exit their company at some point in their lives. Whether it's by choice, chance or circumstance, timing is everything. Even if you don't know when you're going to do it, you need to know how. Our complimentary conferences offer must-have knowledge and professional insight to help you successfully sell a business in Houston. View our videos to learn more.

The
Test

Do you know how to secure the optimal deal for your business at exit?

Start the quiz

If you were to exit your business tomorrow, do you have the knowledge to secure the optimal deal? Would you be ready?

Take just 5 minutes out of your day to complete our business test and find out.

Putting aside market conditions, when would be the optimal time to sell your business?

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To receive the optimal value for your company, it’s vital that you time your sale wisely – ideally during a strong growth period. When talking to buyers, you will need to show them historical financial documents and then five years of projections. The higher the numbers in your base year, the higher your projections will be. However, even if your revenues and profits are growing, market activity can impact valuations, so to maximize your value it is essential you also consider market conditions to identify the right time to sell.

You have received an offer from a buyer to purchase your company. It’s the first one on the table and the number looks attractive. What should your next move be in order to maximize your value?

Correct

Incorrect

The simplest way to maximize your exit value is to offer your company to a wider market of buyers. In order to receive the optimal deal for your business it’s wise to keep your options open, as increased competition for your business can enhance your valuation as interested buyers battle to make you the best deal. As we like to say, “One buyer is no buyer”.

Based on your knowledge and experiences in business, which of the following buyer types do you think would be most likely to offer you the best deal?

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Also known as synergistic buyers, strategic buyers look for synergies between their company and yours, in order to maximize profit that could not be achieved by one company alone. Along with financial buyers, who are able to offer you a full or partial sale, strategic buyers possess the capital to offer you an optimal deal.

There are lots of reasons why business owners choose to enlist the help of an M&A professional when selling their companies. But without one, how might a ‘DIY’ sale affect your exit value?

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Without professional guidance it could take you up to 1000 hours to prepare your business for buyer scrutiny. Meanwhile, as your focus on day-to-day operations suffers, you risk damaging your profits and worse still your sales price. By selling your business yourself you also risk significantly undervaluing your company and also selling to the wrong buyer at a reduced price.

Money can be left on the deal table for a number of reasons, including not having the right knowledge or the right buyer at the time of exit. What is the percentage of sellers who are estimated to sell their business for less than its potential worth?

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Astonishingly, 75% of business owners who do not use professional M&A advisors leave money on the table at exit for reasons including choosing the wrong buyer, undervaluing their business or exiting at the wrong time.

Packaging your selling documents can be complex and time-consuming, so it’s vital you do it right. What should you not do when creating your documentation for buyers?

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As long as you can demonstrate how any issues can be solved, being honest about your company’s weaknesses actually strengthens your credibility with potential buyers. No business is perfect and if buyers realize you are hiding your problems they may begin to question the validity of other areas of your sales proposal. Accuracy and honesty should be your main priorities when crafting your sales proposal.

As a business owner it is inevitable that one day you will have to think about moving on and selling. What is the very first step you must take when you decide to sell your company?

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Ensuring you receive a professional valuation could be the difference between obtaining the optimal deal or settling for less than you deserve. Before you move forward with the exit process, a thorough evaluation of your business should be your top priority. A valuation plays a pivotal role in the selling process as it not only protects you from undervaluing your business, but it also sets the foundation from which you can structure and negotiate a successful deal.

What might you agree to do for the buyer after the sale of your business that could improve your deal structure/valuation the most?

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If you are willing to stick around for a while and help your buyer with the transition, you are more likely to enhance both your valuation and deal structure. In fact, most buyers expect you to stay on for the transition period and could lower their offer or pull out altogether if you’re unwilling to assist. By signing a consulting or employment agreement you’re more likely to secure the optimal deal.

What are three key factors for determining whether it’s the right time to sell your business?

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If you have capital gains tax rates, interest rates and buyer activity in your favor, you could obtain a higher valuation and retain more cash at closing. Many business owners believe that their personal circumstances and the position of their company will influence when to sell, but ultimately it’s the market, determined by buyer activity, that decides if and when the time is right.

Do you realize how revenue can affect your ability to sell your company for the optimal deal? From the following options, choose which best describes your annual sales level and find out how the current market is affecting your ability to sell.

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In the current market, salable companies are usually in line with a revenue of over $1m. At Generational Equity, we specialize in preparing businesses in the middle market with a revenue of $1- $100m and beyond for sale. Having already generated nearly $4 billion of wealth for our clients, those that choose to align with our advisors receive invaluable knowledge and guidance on how to maximize their value and most importantly obtain an optimal deal at exit.

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So what's next?

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Your results…

You clearly know what to expect when it comes to exiting your business, but to achieve the optimal deal your next move should be to seek further guidance from M&A professionals. The M&A process is complex, so even the most seasoned business owners can benefit from professional advice when it comes to selling their biggest asset.

There are some areas of your knowledge on selling a business that you should refine before you take your company to market. If you want to secure the optimal deal, you will need to know the M&A process inside and out. It’s also wise to bear in mind that while you may not be equipped with the knowledge just yet, your business might actually be ready to sell.

Business owners typically are experts at running their company, but not when it comes to selling it. So even if you’re not quite prepared with the right knowledge, there are professionals out there whose job it is to educate you on the exit process and guide you to a successful sale. Even if you haven’t thought about your sale just yet, the more prepared you are for exit, whether this year or five years from now, the better the deal you’ll achieve.


Selling a business in Texas

We’re not only excited about the opportunities for business owners in Houston; our team of M&A professionals can help businesses throughout the state and entire country prepare for exit. Check the map below for the location of your nearest executive conference.

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We're coming to Houston, TXReserve your seat today

Find an executive conference near you

We regularly hold conferences across North America to keep up with demand. See when we’re next in your area.

Not sure what to expect at the Houston, TX conference?

View a full breakdown of the day’s agenda, find out exactly what you’ll learn, and read all about our key speakers with our dedicated conference page.

Conference Agenda
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Conference
I must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
We will highly recommend Generational Equity and Musa Jagne to any business owner about to embark on the same process.
Karen S. Williams, CFO, BW Manufacturing
Thanks again Phil and feel free to have a future client call me if they would like a referral. You are a true professional!
Andy Graham, Vice President, Modern Heating & Plumbing
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
We are extremely pleased with the way Generational Equity handled the sale of our company. Your associates, Tom and Chris, did an outstanding job of getting us (me) through the process.
Michael J Polarek, President, Paragon Packaging
I wanted to write you a quick letter to express our appreciation and our delight on the outcome of helping us through the process of our recent sale. We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Terry D. Wickman, President, Keytroller
The process was much more involved than I expected and your help, experience and advice was a big factor in making the negotiations go as smoothly as possible.
Terry D. Wickman, President, Keytroller
Michael worked tirelessly, He followed every lead meticulously and urgently to make sure nothing was missed.
Robert Evans, President and CEO of Mealtracker Dietary Software
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
Greetings Mike. Thank you for the captivating and compelling presentation you made at the Phoenix presentation last week. Over many years in business yours was the most informative and well-presented presentation, on any subject, that I have ever attended! Your energy and enthusiasm combined with your concise and captivating support of your positions with easily understood examples and data was compelling.
Pete L.
We were happy to see the interest in our company and what we cherished has not just a valuable company but an important company to the communities we served in.
Larry Moore, Owner, A Company Portable Restrooms
Bruce and I wanted to take this opportunity to thank Generational Equity for assigning Musa Jagne to our transaction. In Bruce’s words, “Musa did one hell of a job for us!”
Karen S. Williams, CFO, BW Manufacturing
Tom Staszak is one of the most professional people I have dealt with in my last forty years of business. You’ve got a great group of people and you have built a truly professional organization.
Michael J Polarek, President, Paragon Packaging
Thank you again for all your guidance and support. Any company will achieve what they intend, if they have you on their team!
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
The help you provided us during each step of this process made us feel very comfortable and confident we were selecting the right approach to transition our Company.
Andy Graham, Vice President, Modern Heating & Plumbing
I couldn’t have asked for a better team than Michael and Deborah. We couldn’t have done it without them.
Robert Evans, President and CEO of Mealtracker Dietary Software
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
I quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
We knew it would be a difficult task to have someone really understand our business and our market, prior to researching a possible buyer, so it was imperative that we found someone of your caliber, with definite proven experience in this area.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse