

Celebrate 2021 & Look Ahead to 2022 With PGP Advisory
Taking Your Business to the Next Level
We unlock value for owners by helping you prepare for and successfully sell your business. We guide entrepreneurs through the exit process from evaluating options through closing the transaction. PGP Advisory also advises individuals and businesses seeking to grow through acquisition. We are an M&A Advisory firm and Business Broker in San Antonio who works with clients of various sizes across a wide range of industries and geographies. We are excited to support your 2022 exit or acquisition goals!
Looking Back on 2021
Thank you for your contribution toward our success last year. Here’s a summary of what we accomplished:
Crushed Goals in 2021
- Software Consulting Firm Acquisition (Sell-Side Advisor)
- FedEx Trucking Acquisition (Buy-side Advisor)
- Kickboxing Gym Acquisition (Sell-side Broker)
- Flower Store Acquisition (Sell-side Broker)
Total Closed Deal Value: $2.3M
Increased Our Scope
- Executed a strategic partnership with Transworld Business Advisors of Atlanta Peachtree to provide brokerage services in the Georgia market.
- In negotiations with a strategic partner to support M&A Advisory work in Charlotte, NC.
- Working with a partner who assesses business cost-out opportunities. Click here to learn more.
We Remain Committed to:
- Supporting clients through successful merger and acquisition transactions.
- Educating and preparing business owners for successful exits.
- Connecting owners with the resources to increase cash flow and the value of their businesses.
Hyper-Focused on Challenges Ahead
PGP Advisory is here to help you navigate the M&A landscape in the face of obstacles, such as:
- Talent retention in a tight labor market.
- Product availability during supply chain disruptions.
- Input costs and margins in an inflationary environment.
- Debt levels, capital investments, and available deal capital amidst rising interest rates.
Your Business Journey
Regardless of where you are in your business journey (growth, maturity, exit), it’s important to focus on increasing the value of your business (i.e. growing operational cash flow). It is the lifeblood for growth, the discretionary income to support personal expenses, retirement, etc., and the driver of your business’ exit value.
Can you identify where your business lands in the life cycle chart?
More in Store for 2022
Be on the lookout for more content from us. PGP Advisory will continue to keep you informed on trends, information and challenges that impact your business. Let our team of trusted advisors help you crush your business goals this year and beyond.
Interested in learning more about the sale process? Download a free white paper here.
Schedule a consultation for your business valuation here.
Read MorePGP Advisory’s Software Implementation Client- Westward Consulting- Completes Sale
PGP Advisory, a leading mergers and acquisition advisory practice and San Antonio business broker, is pleased to announce that it served as the exclusive M&A advisor to Westward Consulting LLC, a strategic Ultimate Kronos Group workforce software implementation partner, in its sale to Mosaic Consulting Group on July 1. With this acquisition, Mosaic Consulting Group, a long-time Ultimate Software partner focused on human capital management (HCM) support and service, is adding Westward Consulting’s Kronos experience and focus on workforce management, to their services.
“We worked with John West, Founder and CEO of Westward, over the past few years to prepare his company for this significant milestone. The cultural fit of the combined organization paired with enhanced solutions offerings into the marketplace position Mosaic to create and deliver increased value to its clients, employees, and partners.” Jason Brown, Managing Partner, PGP Advisory
John West, Westward CEO adds, “This is an exciting time. Two best-in-class teams are coming together to offer a full suite of services to our clients. Now, we will be able to help our clients seamlessly optimize and hone their team related strategy, processes and technologies”
Westward Consulting was founded in 2015 as a workforce consulting company with a mission that guides organizations to exceptional workforce performance. The Westward team exemplifies their team’s values: Family, Ethical, Fun and Generous. They deliver an exceptional client experience by focusing on thinking outside the box. Finding innovative solutions for their clients is at their core.
About PGP Advisory
PGP Advisory is a M&A advisory firm that helps our clients create value in the transaction process by offering Fortune 500 experience, tools, and strategies to small and midsized businesses. We seek out, identify, and solve problems for our clients throughout the entire transaction process. We leverage both our deal and operational expertise and experience to support our clients’ desired deal outcomes.
A Listing Agreement is More than Just a Piece of Paper
In order to sell one’s business using the services of a business broker, a listing agreement is almost always required.
For the owner of the business, signing the agreement legally authorizes the sale of the business. This simple act of signing represents the end of ownership. For some business owners, it means heading into uncharted territory after the business is sold. For many it also signifies the end of a dream. The business owner may have started the business from scratch and/or taken it to the next level. A little of the business owner may always be in that business. The business, in many cases, has been like a part of the family.
For buyers, the signed listing agreement is the beginning of a dream, an opportunity for independence and the start of business ownership. The buyer looks at the business as the next phase in his or her life. Pride of ownership builds.
So, that simple piece of paper – the listing agreement – is the bridge for both the seller and the buyer. The business broker looks at that piece of paper through the eyes of both the buyer and the seller, working to help both parties progress through the business transaction process into the new phase of their lives.
Read MoreWhy Use a Business Broker
A professional business broker can be helpful in many ways. They can provide you with a selection of different and, in many cases, unique businesses, including many that you would not be able to find on your own. Approximately 90 percent of those who buy businesses end up with something completely different from the business that they first inquired about.
Business brokers are also an excellent source of information about small business and the business buying process. They are familiar with the market and can advise you about trends, pricing and what is happening locally. Your business broker will handle all of the details of the business sale and will do everything possible to guide you in the right direction, including, if necessary, consulting other professionals who may be able to assist you.
Your local professional business broker is the best person to talk to about your business needs and requirements.
Read MoreSeize the Moment — Tips for Sellers (Option B)
If you have made the decision to sell your business, the wisest first move is to contact a qualified business broker professional, who can . . .
- Advise you on pricing and structuring the sale of your business.
- Prepare the marketing strategy, using professional resources.
- Determine the right buyer for your particular business.
- Educate buyers in the business-buying process.
- Keep you informed about market reaction.
- Present offers and point out strengths and weaknesses.
When it comes time to sell, one of the best decisions a business owner can make is to continue managing his or her business efficiently (and profitably), while depending on the services of a business broker to forge the steps of the sale. The business broker professional is an invaluable advisor during the entire process, offering both objectivity and negotiation skills honed through years of experience in the buying and selling of businesses.
Read More