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National advisor directory

M&A advisors and exit planners in Texas

Compare M&A advisors, exit planners, and business brokers with published Texas offices. Browse cities, industry focus, source links, and contact details.

Start with firms that have a published office in Texas, then narrow your shortlist by city, advisor type, and the business transition you are considering. This collection brings planning and transaction firms together so you can compare their stated roles before contacting them.

158 published profiles match this collection. These firms have a listed office in this state. Office location is separate from engagement coverage; firms that only advertise statewide or nationwide coverage are not counted here. Counts describe this directory, not the entire market.

Published office cities in Texas

Build a shortlist for your business

  • Check the profile's representation focus: sellers, buyers, or both.
  • Compare the published summary, industry focus, source links, and review date with your needs.
  • Ask the firm to confirm relevant experience, engagement coverage, team, deliverables, and fees.

The selections below are alphabetical within each category. These are not rankings or endorsements. Firms listed as both brokers and M&A advisors appear in the M&A group. Search the directory for more matching profiles; geographic searches can also include firms with published engagement coverage.

M&A advisors and brokers with M&A services (93)

Adam Noble Group logo

Adam Noble Group

Arlington, TX

Business broker and M&A advisorBuy-side and sell-side

Adam Noble Group is a business advisory firm based in Sacramento, CA providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Business Valuation. The firm has experience in Manufacturing, Construction, Technology, Retail and Distribution & Wholesale. The firm states: “businesses typically valued between $1 million and $50 million.”

Engagement coverage
Arlington, TX
Industry focus
Manufacturing and industrial · Construction and home services · Technology and software
Typical business value / transaction range
$1 million–$5 million · $5 million–$20 million · $20 million–$100 million

Jeff Adam

Reviewed

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A

Alamo Corporate Group, Inc.

Arlington, TX

Business broker and M&A advisorBuy-side and sell-side

Alamo Corporate Group, Inc. is a business advisory firm based in Arlington, TX providing Business Brokerage, Sell-Side Advisory and Buyer Advisory. The firm has experience in Manufacturing and Home & Field Services.

Engagement coverage
Arlington, TX
Industry focus
Manufacturing and industrial · Construction and home services

Don Hankins

Reviewed

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A

Anchorpoint Associates

Dallas, TX

Business broker and M&A advisorSell-side

Anchorpoint Associates is a business advisory firm based in Dallas, TX providing Business Brokerage, Sell-Side Advisory and Business Valuation. The firm has experience in Manufacturing, Professional Services, Technology, Transportation & Logistics and Distribution & Wholesale.

Engagement coverage
Dallas, TX
Industry focus
Manufacturing and industrial · Professional services · Technology and software

Paxton Smith

Reviewed

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A

ATK Ventures

Richardson, TX

Business broker and M&A advisorBuy-side and sell-side

ATK Ventures is a business advisory firm based in Richardson, TX providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Buyer Advisory. The firm has experience in Healthcare, Manufacturing, Construction, Professional Services and Technology.

Engagement coverage
Richardson, TX
Industry focus
Healthcare and medical practices · Manufacturing and industrial · Construction and home services

Dale King

Reviewed

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A

Azul Business Advisory

San Antonio, TX

Business broker and M&A advisorSell-side

Azul Business Advisory is a business advisory firm based in San Antonio, TX providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Business Valuation. The firm has experience in Transportation & Logistics and Retail.

Engagement coverage
San Antonio, TX
Industry focus
Distribution and logistics · Consumer, retail, and e-commerce

Drew Whelchel

Reviewed

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B

Balcones Advisory

Austin, TX

M&A advisorBuy-side and sell-side

Balcones Advisory is a business advisory firm based in Austin, TX providing Sell-Side Advisory, M&A Advisory and Buyer Advisory.

Engagement coverage
Austin, TX
Industry focus
Generalist / multiple sectors

Mark Austin

Reviewed

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Exit advisors and exit planners (39)

AMG Wealth Advisors logo

AMG Wealth Advisors

Austin, TX

Exit advisor or exit plannerSell-side

AMG Wealth Advisors is a exit planning and business-transition advisory firm based in Austin, TX.

Engagement coverage
Austin, TX
Industry focus
Generalist / multiple sectors

Lori Morris CIMA CeFT

Reviewed

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A

Assay Wealth Partners LLC

Dallas, TX

Exit advisor or exit plannerSell-sideNationwide

Assay Wealth Partners LLC is a exit planning and business-transition advisory firm based in Dallas, TX. The firm serves clients nationwide.

Engagement coverage
Nationwide
Industry focus
Healthcare and medical practices · Technology and software · Other specialized sectors

Vatsal Assar

Reviewed

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Assurance Wealth Management logo

Assurance Wealth Management

Woodlands, TX

Exit advisor or exit plannerSell-sideNationwide

Assurance Wealth Management is a exit planning and business-transition advisory firm based in Woodlands, TX. The firm serves clients nationwide.

Engagement coverage
Nationwide
Industry focus
Healthcare and medical practices · Professional services · Distribution and logistics

Jaimin Garabedian

Reviewed

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Avanssara LLC logo

Avanssara LLC

Houston, TX

Exit advisor or exit plannerSell-side

Avanssara LLC is a exit planning and business-transition advisory firm based in Houston, TX.

Engagement coverage
Houston, TX
Industry focus
Construction and home services · Technology and software

Reviewed

View profile
Avidian Wealth Solutions logo

Avidian Wealth Solutions

Austin, TX

Exit advisor or exit plannerSell-side

Avidian Wealth Solutions is a exit planning and business-transition advisory firm based in Austin, TX.

Engagement coverage
Austin, TX
Industry focus
Healthcare and medical practices · Technology and software

Michael Smith

Reviewed

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Centrix Wealth Partners logo

Centrix Wealth Partners

Houston, TX

Exit advisor or exit plannerSell-side

Centrix Wealth Partners is a exit planning and business-transition advisory firm based in Houston, TX.

Engagement coverage
Houston, TX
Industry focus
Generalist / multiple sectors

Lori Siegel

Reviewed

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Business brokers (26)

AI Exit Advisors logo

AI Exit Advisors

Austin, TX

Business brokerSell-side

AI Exit Advisors is an Austin-based Main Street business brokerage. Its website describes transactions from $100,000 to $10 million and a process covering valuation, sale preparation, buyer matching, negotiations, and closing. Preparation includes financial presentation, a growth narrative, and transaction positioning. The firm emphasizes seller confidentiality and buyer qualification. The stated transaction range describes its advertised focus, rather than revenue, profit, or a guaranteed valuation.

Engagement coverage
Austin, TX
Industry focus
Generalist / multiple sectors

John Bela

Reviewed

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B2B CFO logo

B2B CFO

Sugar Land, TX

Business brokerSell-side

B2B CFO is a business advisory firm based in Sugar Land, TX.

Engagement coverage
Sugar Land, TX
Industry focus
Technology and software

Kim Sherman

Reviewed

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B

Baynes Investment Counsel llc

Worth, TX

Business brokerSell-side

Baynes Investment Counsel llc is a business advisory firm based in Worth, TX.

Engagement coverage
Worth, TX
Industry focus
Generalist / multiple sectors

James Bertram

Reviewed

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B

Budget Business Brokers & Intercap USA

Houston, TX

Business brokerSell-side

Budget Business Brokers & Intercap USA is a business advisory firm based in Houston, TX providing Business Brokerage.

Engagement coverage
Houston, TX
Industry focus
Generalist / multiple sectors

Lou Sabbagh

Reviewed

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E

EATS Broker

Dallas, TX

Business brokerSell-sideNationwide

EATS Broker is a business advisory firm based in Dallas, TX providing Business Brokerage, Franchise Services and Commercial Real Estate. The firm has experience in Restaurants & Food. The firm works with clients nationwide. The firm states: “transactions ranging from $100,000 to $5,000,000.”

Engagement coverage
Nationwide
Industry focus
Food, hospitality, and franchise

Dominique Maddox

Reviewed

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First Choice Business Brokers - Fort Worth logo

First Choice Business Brokers - Fort Worth

Fort Worth, TX

Business brokerSell-side

First Choice Business Brokers is a Fort Worth business brokerage office helping owners prepare for and navigate business sales.

Engagement coverage
Not yet confirmed
Industry focus
Generalist / multiple sectors

Richard Fosman

Reviewed

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M&A advisorsExit plannersBusiness brokers