Lone Star Mergers & Acquisitions

Business Brokerage

Main Street · Under $1M

Expert sell-side representation for Main Street businesses. We handle the entire process — from confidential marketing to buyer qualification to closing — so you can focus on running your business until the day you hand over the keys.

• Confidential business marketing to 10,000+ qualified buyers
• Professional business valuation and pricing strategy
• Buyer screening and qualification
• Negotiation and deal structuring
• Due diligence coordination
• Closing support and transition planning

★ Most Popular — Lower Middle Market M&A Advisory ★

M&A Advisory

Lower Middle Market · $1M–$50M

Institutional-quality M&A advisory for established businesses. Our process mirrors what investment banks provide for larger companies — rigorous preparation, targeted buyer outreach, and competitive deal dynamics — at a fee structure designed for the lower middle market.

• Comprehensive Confidential Information Memorandum (CIM)
• Strategic buyer and financial sponsor outreach
• Management of the full sale process
• Letter of Intent (LOI) negotiation
• Due diligence management
• Deal structuring and closing coordination

Business Valuations

Know What You're Worth

Credible, defensible business valuations for selling, financing, estate planning, or simply understanding the value you've built. We offer three tiers to match your needs and budget.

• Free Broker's Opinion of Value (BOV) for qualified sellers
• Certified Business Valuation report ($3,000–$7,500)
• USPAP-compliant formal appraisal ($7,500–$20,000)
• Detailed analysis of value drivers and detractors
• Comparable transaction analysis
• Written report suitable for legal and financial use

Exit Planning Retainer

2–5 Years Before You Sell

The best exits are planned years in advance. Our exit planning retainer engages Dr. Rodriguez as your strategic advisor to systematically increase your business value, clean up your financials, and position you for a premium sale.

• Monthly strategy sessions with Dr. Rodriguez
• Business value assessment and gap analysis
• Financial statement normalization and cleanup
• Owner dependency reduction strategy
• Customer concentration risk mitigation
• First right of refusal when you're ready to sell

Value Enhancement Consulting

Maximize Your Multiple

A targeted project engagement to address the specific factors that are suppressing your business's transaction multiple. We identify the issues, build the plan, and work with you to execute — increasing your sale price before you go to market.

• Comprehensive value driver analysis
• Financial reporting and EBITDA optimization
• Operational documentation and SOP development
• Management team assessment and development
• Customer and revenue diversification strategy
• Pre-sale due diligence preparation

Deal Size	Fee Structure	Typical Fee
Under $500K	10–12% of sale price	$25,000–$60,000
$500K–$1M	10% of sale price	$50,000–$100,000
$1M–$3M	Lehman-based (8–10%)	$80,000–$300,000
$3M–$10M	Lehman-based (6–8%)	$180,000–$800,000
$10M–$25M	Lehman-based (4–6%)	$400,000–$1.5M
$25M–$50M	Lehman-based (3–4%)	$750,000–$2M

Our Services