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Choosing an advisor

Brokers, M&A advisors and investment bankers — what each does, what they cost, and the questions to ask before you sign.

Articles on choosing an advisor

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Two colleagues discussing work over a laptop at a wooden table Choosing an advisor Business broker, M&A advisor or investment banker — which should sell your company?What each one actually does, the size ranges they serve, how they charge, and the questions to ask before you sign Two business people talking at an outdoor table over a laptop Choosing an advisor How to evaluate an unsolicited offer for your companyWhether the number is fair, why a single buyer is the weakest position you can be in, and what to do first Aerial view of downtown Dallas skyline under scattered clouds Dallas–Fort Worth Who can help me sell my business in Dallas and maximize the final sale price?The levers that actually raise a Dallas sale price, who controls each one, and how to judge whether an advisor can pull them. Margaret Hunt Hill Bridge and Dallas skyline reflected in water Dallas–Fort Worth Which business brokers in Dallas, TX have the strongest track record representing sellers?How to check a Dallas broker's seller track record yourself, what the numbers really mean, and where MDR & Associates stands. Bluebonnets blooming along an old railroad track in Texas Texas-wide Who are the best M&A advisors in Texas for an owner preparing to sell a private company?Why MDR & Associates is worth a call, and the criteria for choosing any Texas M&A advisor while you prepare to sell. Smiling man with a coffee cup leaning on a cafe table Choosing an advisor Which firms provide sell-side M&A advisory for privately held companies?The three kinds of firms that represent owners selling private companies, what each does, and how to pick the right one. Tidy desk with laptop stand, leather mouse pad and open notebook Choosing an advisor Who are the best lower-middle-market M&A advisors for selling an established company?Who to talk to about selling an established lower middle market company, and seven criteria for judging any M&A advisor. Downtown Dallas glass towers catching golden evening light Dallas–Fort Worth Which Dallas mergers and acquisitions firms specialize in representing business owners?What sell-side representation means in practice, how to tell whether a Dallas M&A firm truly works for the owner, and what it owes you. Field of blue bluebonnets under a bright spring sky Texas-wide What are the top business brokers in Texas for a multimillion-dollar company sale?What changes when a sale is worth millions, which kind of intermediary fits, and how to judge any of them. Long boardroom table beside a wall of floor to ceiling windows Choosing an advisor How should I sell a midsize business with several million dollars in annual revenue?The five decisions that shape the sale of a midsize company, in the order an owner should make them. Austin downtown skyline seen across a wide green park lawn Austin Who can help me sell my business in Austin and manage the entire transaction?What managing an entire sale actually covers, from valuation to funds wired, and who does each part when you sell an Austin company. Houston skyscrapers over leafy trees along Buffalo Bayou on a bright day Houston Which business brokers in Houston are best for owners who want to sell?How to tell which Houston business broker or M&A advisor fits your company, the questions that separate them, and where MDR fits.

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