
3 Steps to Sell Your Business Quickly and Efficiently
Before delving into the specific steps that benefit business owners who are looking to sell quickly, it’s crucial to understand the buyer’s viewpoint. For many buyers, purchasing a business is a once-in-a-lifetime event, often involving significant personal and financial risk. Therefore, sellers must take proactive steps to ensure their business is as appealing and risk-free as possible.
There are three key areas to focus on for a successful exit:
- Prioritizing Pre-Diligence
- Reducing Perceived Risk
- Engaging the Right Professionals
By focusing on these areas, you can instill buyer confidence while increasing the likelihood of a smooth transaction.
Step 1: Prioritizing Pre-Diligence
The first step to preparing a business for sale is to view the process from the buyer’s perspective. Buyers will conduct due diligence to assess the financial health, legal standing, and overall stability of the business. If you are able to anticipate and address potential issues beforehand, you can streamline the process.
Well in advance, business owners should work with qualified professionals to ensure that all documentation is in order, financials are accurate, and the business complies with all relevant regulations. This pre-diligence process will create fewer hurdles during the buyer’s due diligence and provide a smoother transition to closing the sale.
Step 2: Reducing Perceived Risk
One of the most effective ways to make a business more appealing to buyers is to minimize perceived risks. Buyers are naturally cautious about purchasing a business, and any factors that raise concerns can hinder a sale.
Here are a few areas where sellers can reduce risk before listing:
- Revenue Concentration: If the business is overly reliant on a few key clients or customers, consider diversifying the customer base or developing long-term contracts that mitigate this risk.
- Employee Contracts: Secure and well-structured employee agreements can provide stability and reassure buyers that the business has a reliable workforce.
- Clear Customer Contracts: Well-drafted and easy-to-understand customer agreements can reduce legal uncertainties and increase buyer confidence.
- Addressing Legal or Financial Liabilities: If there are outstanding legal issues, potential liabilities, or financial discrepancies, it’s wise to resolve these before listing the business.
By addressing these concerns in advance, sellers can significantly increase how attractive buyers will perceive their businesses to be.
Step 3: Engaging the Right Professionals
The right team of professionals can make all the difference when selling a business. Business brokers, M&A advisors, accountants, and legal experts help guide sellers through the complexities of the sale process. They can assist with everything from developing an exit strategy to ensuring that the sale adheres to all legal and financial standards.
Engaging professionals early in the process ensures that the seller has the right advice and support to navigate negotiations, minimize risk, and maximize the business’s value. These experts can also help identify and address potential red flags that might otherwise hinder the sale.
Copyright: Business Brokerage Press, Inc.
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The Power of Collaboration – Celebrating the Successful Closing of an M&A Deal
At PGP Advisory, we believe that the cornerstone of any successful M&A transaction is collaboration. It’s not just about putting the pieces of a deal together—it’s about fostering partnerships that maximize value and drive mutual success. Today, we’re thrilled to celebrate the successful closing of a landmark transaction of a recent deal that underscores the transformative power of teamwork.
The Provisors Network was instrumental in crafting the right team. Know, Like, Trust are pillars of the Provisors network. One of the unique strengths of this group is connection to high quality advisors working with small and medium sized businesses across the country. Provisors was our first stop when selecting a transaction attorney for a sell-side client on this deal.
In this case, our strategic partnership with, Zach Evangelista, and the team at SER & Associates, played a pivotal role. Their unmatched expertise, combined with a proactive and solution-oriented approach, ensured that this complex deal progressed smoothly, from initial negotiations to final agreements.
The Role of Collaboration in M&A Success
In every deal we undertake, our approach is built on the foundation of collaboration—not just internally, but across all stakeholders. Whether it’s partnering with legal experts, financial advisors, or the leadership teams of the businesses involved, we understand that a transaction’s success depends on cohesive and aligned efforts.
In this recent transaction, Zach provided critical legal insights that helped navigate regulatory challenges, protect client interests, and streamline the closing process. His dedication to understanding the broader business objectives aligned perfectly with our commitment to delivering value-driven outcomes for our clients. Together, we turned potential hurdles into opportunities for growth.
Why Collaboration Matters More Than Ever
In today’s fast-paced and complex business environment, no single entity can master every aspect of a deal. The most successful transactions result from a network of professionals who bring unique perspectives and specialized expertise to the table. At PGP Advisory, we prioritize building strong, trust-based relationships with all stakeholders, ensuring that each deal we facilitate is greater than the sum of its parts.
Our process involves not only acting as advisors but also as integrators—bridging gaps between parties, fostering communication, and maintaining focus on the shared vision. This collaborative ethos extends beyond individual deals, forming the core of how we conduct business and how we continue to build enduring success for our clients.
Looking Forward
As we reflect on the success of this recent transaction, we’re inspired by the power of partnership and the possibilities it unlocks. We are grateful for the trust our clients place in us and for the exceptional professionals, like Zach and his team, who share our commitment to excellence.
At PGP Advisory, we remain dedicated to leveraging collaboration as the key to delivering outstanding results. Every deal tells a story, and every partnership adds another chapter to our success. We look forward to continuing this journey, forging new alliances, and helping our clients achieve their most ambitious goals.
Read MorePGP Advisory’s Business Beat – November 2024
Successful Closing of Professional Service Business in the Real Estate Industry
Closing Alert: PGP Advisory served as the exclusive sell-side advisor for a professional services business in the real estate industry who was acquired by a private equity-backed strategic in the space. Deals are more than dollars. Our client successfully executed an exit to an acquirer with similar values and views on talent and client relationships.
This transaction underscores PGP Advisory’s commitment to facilitating strategic growth and value creation through M&A deals. PGP Advisory specializes in guiding clients through the complexities of business sales and acquisitions, offering expertise in valuation, negotiation, and transaction management. The firm is dedicated to ensuring that each deal aligns with our client’s strategic objectives.
We wish both the seller and buyer success in the next phase of their journey!
Discover Global Markets: The Americas – Austin, TX
PGP Advisory and the Texas Camino Real District Export Council (TCRDEC) supported the US Commercial Service’s Discover Global Markets event in Austin, TX last month. Jason moderated a fireside chat with Assistant Secretary of Commerce for Global Markets, Arun Venkataraman at the Discover Global Markets- Austin (DGM) event hosted by the U.S. Commercial Service where we explored the potential economic impact going global has on small and medium sized businesses and their communities. This event focused on building relationships with U.S. Commercial Service representatives in Central and South America as a primer for the upcoming Trade Winds trade mission to Brazil in 2025.
As companies in central and south Texas continue to consider avenues for growth, selling your products and services into markets outside the US is one of the less talked about pathways. The US is the world’s largest economy with a Gross Domestic Product (GDP) of ~$27 trillion, but we account for only about 25% of the global GDP which exceeds $100 trillion. There is a huge opportunity for companies and communities to grow by tapping into the entire global economy; imagine finding new markets with strong demand for the products and services you already deliver! Explore new avenues for value creation because they can have a substantive impact when it’s time to exit your business.
Become Your Own Boss: A Roadmap to Success as a Business Advisor
Join us on this webinar- TODAY- where Jason will be a featured guest alongside Karl Barham at Transworld Business Advisors of Atlanta Peachtree discussing the journey to becoming a successful Business Advisor.
📅 When: November 7th, 4:00-5:30 pm (Central Time)
📍 Where: Online (Zoom link provided upon registration)
🔗 Sign up here: https://bit.ly/3BNv0yV
This session will help professionals who are considering a career shift into business advisory services. Participants will discover the opportunities in areas like mergers and acquisitions (M&A), business brokerage, business valuation, exit planning, and growth strategies. Learn how you can successfully make the leap. Spots are limited— Secure your seat now!
PGP Advisory is thrilled to be featured in the TCRDEC’s Next Level Exporters digital publication. This publication is shared around the world with U.S. Embassies every month, through May 2025. Our Managing Partner, Jason Brown is the Executive Chair of the TCRDEC.
PGP Advisory Featured in Next Level Exporters Publication
The Texas Camino Real District Export Council’s primary objective is to support economic development and job creation in the Central/South Texas region through education, community outreach and trade policy advocacy related to international trade. Thanks to guidance from the U.S. Commercial Service, PGP Advisory began to intentionally engage in cross-border transaction activity. The Next Level Exporter digital publication features successful small and medium sized businesses who export products or services overseas. The publication will be distributed to U.S. Commercial Service representatives in embassies around the world creating, connecting the innovative companies and capabilities in our region with new customers globally.
Are you a central/south Texas company that currently exports overseas and are looking to enter additional markets? Reach out to learn more about how to have your profile added to the Next Level Exporter.
Click Here to View the Next Level Exporter Publication.
Active Deals
Off-Market Med Spa Transaction
UNDER CONTRACT
PGP Advisory is currently facilitating the sale of a multi-site Med Spa business.
Exclusive Opportunity: Two Profitable SA Bars with Multiple Income Streams for Sale
Price: $750,000
Location: Northeast San Antonio
Cash Flow: $383,000
MOTIVATED SELLER – REFERRAL FEE FOR PARTNERS WHO BRING BUYER
A unique opportunity to start or scale a bar portfolio with these two (2) profitable neighborhood bars located ~20 minutes apart. Both venues feature multiple income streams. A welcoming atmosphere, well-trained bartenders, and exciting entertainment keep loyal patrons coming back for more.
San Antonio Ice Cream and Retail Location
COMING SOON
Please let us know if you would like to be added to our exclusive preview group for this business. Ideal for a buyer looking for a lifestyle business, potential E-2 visa candidate, or existing owner of a d looking to expand. The ability to manufacture product on-site combined with an attractive retail location make this an opportunity you don’t want to miss.
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How to Know You’re Charging Enough
Most business owners fret about whether they are asking too much or not enough for their goods or services. This dilemma keeps many prospective sellers up at night. Ask too much, and you may fail to attract enough customers; ask too little, and you’re cutting yourself short. In this article, we’ll examine how to determine if you are charging the right amount for your goods and services.
Many business owners begin working with an M&A advisor or business broker only to learn that a small increase in their pricing can lead to substantial increases in profit. Best of all, with the right pricing strategy, it is possible to raise your prices without your customers noticing. The fact is, you may be leaving a significant amount of money on the table right now. Having a coherent and well-thought-out pricing strategy is the first step to boosting your profits, and it can be done in surprisingly little time.
In Rafi Mohammed’s book “The Art of Pricing,” he observes that a key fallacy in business is that a product’s price should always be based on its manufacturing cost. Mohammed offers several interesting observations and suggestions. One suggestion, specifically aimed at restaurants, is that they should keep their entrée prices attractive and expect their profits to come from items like drinks, desserts, or other add-ons. He notes that McDonald’s profit margin on hamburgers is small, but they have a considerable profit margin on French fries and drinks. In short, profits and pricing should be viewed as part of a larger overarching strategy.
Another example can be found in the world of investment banks, which charge a relatively modest accomplishment fee as a percentage of total consideration. However, they then insert a substantial minimum fee.
Better pricing and better pricing strategies lead to more profits. Through better pricing, Mohammed argues that companies can increase their profits and achieve growth. He notes, “Smart pricing is like hidden profits.”
The more time you, as a business owner, invest in your pricing strategy, the greater the chances are that you’ll boost the value of your business. The facts are that small pricing increases can significantly enhance overall profits. Don’t be afraid to adopt a new pricing strategy. If your new pricing strategy fails, you can adjust your plan. The benefits of exploring new pricing options are simply too great to ignore.
Copyright: Business Brokerage Press, Inc.
The post How to Know You’re Charging Enough appeared first on Deal Studio.

PGP Advisory Announces Sale of San Antonio Adult Day Care Center
San Antonio, TX (December 2023) – PGP Advisory is delighted to announce the sale of an established San Antonio Adult Day Care Center to a private buyer with ties to the local community. This transaction marks not only a successful business transfer but also an opportunity to build upon the exceptional care and support for adult populations and their families in the San Antonio community.
This well-established adult day care center has been an integral part of the San Antonio community, providing exceptional care and services to its patrons. The acquiring team brings complimentary experience in education, business, and a strong their local presence with a shared commitment to the center’s values and mission. The buyers intend to build upon the facility’s rich legacy, expand its reach, and continue to positively impact lives.
Thank you to all parties involved in completing this sale.
For more information on how PGP Advisory can assist you in buying or selling a business, please contact us at (210) 580-4178. We look forward to helping you achieve your business objectives.
About PGP Advisory:
PGP Advisory is a leading business brokerage and M&A Advisory firm dedicated to helping entrepreneurs buy and sell businesses across various industries. With a team of experienced professionals and a commitment to exceptional service, we partner with business owners to navigate the complexities of the sale process to achieve their desired outcomes.
Disclaimer: This announcement is for informational purposes only. Any information regarding the sale of the adult day care center business is subject to the terms and conditions agreed upon by the parties involved.
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