For CPAs, attorneys, wealth advisors, lenders & M&A professionals in South Central Texas
Your client’s business is the biggest transaction of their life. You are the one they will ask first.
When a Texas business owner starts thinking about getting out, the first call is almost never to a broker. It is to their accountant, their attorney, or their financial advisor. Alamo Brokers of Texas works with those advisors — not around them — and prepares a complimentary Broker Opinion of Value for any client you send us.
Alamo Brokers of Texas · Business & property sales since 2002 · San Antonio, Austin & Waco
Our standing offer to you
A complimentary Broker Opinion of Value for any client you send us.
No fee. No obligation to list. No engagement letter. Send us an owner who wants to know what their company is actually worth and we prepare it at no charge — a real number instead of a rule of thumb, with you still the trusted advisor in the conversation that follows.
And no referral fee — in either direction. We do not pay them and we do not ask you to accept one. You are compensated by the client work the deal creates on both sides of it.
What the advisor in the room controls
- 01
Timing.
A business that goes to market unprepared sells for less, or does not sell at all. The advisor who sees the exit coming three years out can fix the file while there is still time. The one who hears about it at closing cannot.
- 02
Structure.
Asset versus stock, purchase price allocation, personal goodwill, installment treatment, entity work. All of it is decided in the first week of a deal, at the letter of intent — not at the closing table.
- 03
The relationship after the sale.
The business does not disappear at closing; it changes hands. The buyer needs the same professional advice the seller did, and the advisor who was already in the file is the obvious answer. One relationship becomes two.
The specifics differ by practice. Find the version written for yours.
Find the version written for your practice
- CPAs, Accountants & Tax AdvisorsThe exit is a tax event first and a sale second.
- Estate-Planning AttorneysThe plan assumes a number for the operating asset.
- Wealth Advisors & Financial PlannersThe largest asset is not under management yet.
- Business & Transaction AttorneysYou paper the deal; better to see it before the LOI.
- Commercial Real Estate ProfessionalsThe property and the business are one decision.
- M&A Advisors & ConsultantsSub-ten-million deals, run locally in Texas.
- Insurance ProfessionalsBuy-sell agreements funded on unchecked values.
- SBA & Commercial LendersFiles that are ready to underwrite on arrival.
Who you would be sending them to
A boutique business and commercial property brokerage serving Texas owners and investors since 2002, from offices in San Antonio and Waco. Hundreds of transactions closed in Texas and nationwide, with documented experience in manufacturing, distribution, health care, logistics, construction and services.
- Serving Texas since
- 2002 — San Antonio (HQ) and Waco
- Transaction focus
- $1 – 10 million
- Valuation credential
- Member, Institute of Business Appraisers (IBA)
- Affiliations
- IBBA · TABB · Texas Association of Realtors
- Buyer reach
- Email marketing to 4,000+ opted-in contacts, plus broker network
The people your client will work with
Stefan Lagmark
Managing Director, Broker
Nearly two decades in business and property brokerage, preceded by executive management roles with multinational corporations in the U.S. and abroad. Active IBBA member, past board member of the San Antonio chapter of TABB, and a member of the Institute of Business Appraisers who performs limited independent business valuations. Licensed Texas Real Estate Broker. MS Business Administration, Stockholm School of Economics.
Eduardo Pina, CPA
Broker
Over 35 years in the profession, beginning at KPMG and continuing through his own accounting and tax consulting practice. Also a licensed Texas real estate broker — uniquely qualified on start-ups, business property, Section 1031 exchanges and estate planning. You will be talking to people who speak your language.
“I have worked with Stefan Lagmark for a number of years. As a business broker, I would highly recommend him. His analysis of transactions is excellent. He is diligent and communicates well with the buyer and/or seller in the transaction… He is a true professional.”
How it works
Step 1
Call or email us.
Industry, rough revenue, why they are thinking about it. Ten minutes on the phone is usually enough.
Step 2
We prepare the Opinion of Value.
At no cost, under confidentiality. You decide whether it goes to your client from us or from you.
Step 3
You stay in the file.
If the owner moves forward you are on the deal team from letter of intent through closing, where the structure and the tax outcome are decided.
Also free to your clients, any time: our Roadmap to Success guide to selling a business, and a sample Confidential Business Review — the buyer-facing document we produce for every listing.
Start with one client.
Call 210.418.4840 or email info@alamobrokersoftexas.com
alamobrokersoftexas.com · San Antonio, Austin & Waco, Texas
Send us one client