SELL-SIDE ADVISORY
When it's time to sell, you need a Houston M&A advisor who understands valuation, deal structure, tax implications, and the preparation required for a thoughtful sale process.
We help owners prepare for a sale with financial analysis, valuation support, buyer-positioning materials, and tax-aware deal planning. Any legal, brokerage, or transaction services remain with the appropriately engaged professionals.
Whether you're acquiring a competitor, a complementary business, or a platform company, we provide Houston buy-side M&A advisory — target identification, valuation, due diligence support, and deal negotiation.
The best Houston M&A deals start with planning 1–3 years before closing. We help business owners in Houston TX structure ownership and operations to minimize taxes on exit and maximize after-tax proceeds.
A merger combines two companies into one, typically to expand market share, acquire capabilities, or accelerate growth. Michelet Financial provides sell-side merger advisory for business owners ready to exit or consolidate, structuring transactions that maximize value and minimize tax exposure.
A Houston M&A advisor and business broker for small and mid-market companies. Whether you’re buying a business, want to sell your business, or are planning your exit, we bring institutional, Fortune-500 deal experience — led by a strategist who ran finance for one of America’s largest private companies.
Experience That Closes Deals
When you sell a business, you are negotiating against buyers and brokers who do deals every day — so you want a Houston merger and acquisitions advisor who has operated at the highest level of corporate finance. Our founder, Brandt Michelet, served as a financial strategy lead at Landry’s, Inc. under Tilman Fertitta — one of America’s largest privately held restaurant, hospitality, and entertainment companies, with 600+ venues and billions in annual revenue.
That means your M&A advisor and business broker has structured, valued, and pressure-tested transactions at a scale most local business brokers never touch — and brings that same discipline to selling your business, acquiring a competitor, or planning your exit. We pair institutional deal experience with the tax strategy of Michelet Financial, so your transaction is structured to keep more of the proceeds in your pocket.
Whether you need a sell-side advisor to take your company to market, a buy-side partner to evaluate an acquisition, or business exit planning to maximize value before you sell, you work directly with a senior advisor — never a junior associate. Call (225) 396-5511 for a confidential consultation.
M&A Advisory Services
Most M&A advisors work exclusively on large deals. We bring institutional-quality M&A thinking to small and mid-market business owners — whether you’re buying, selling, or merging. Brandt Michelet’s background managing acquisitions and financial strategy for a Fortune-500 company translates directly to deals at your scale.
Preparing your business for sale: valuation, financial statement normalization, deal structure analysis, buyer identification, negotiation support, and tax optimization of the transaction. We represent your interests through close.
Finding, evaluating, and acquiring businesses. Target identification, due diligence financial analysis, valuation, deal structuring, and integration planning. We help you avoid paying too much for the wrong business.
Quality-of-earnings analysis, financial statement review, working capital normalization, debt and liability identification — the financial due diligence that determines whether the deal is worth doing and at what price.
Asset sale vs. stock sale, earn-out structures, seller financing, rollover equity — deal structure has enormous tax implications for both buyer and seller. We optimize the structure to maximize after-tax proceeds.
SBA 7(a) loans, seller financing, PE partnerships, bank acquisition financing — we help you understand and access the capital needed to complete an acquisition without over-leveraging the acquired business.
The deal is done — now what? Financial systems integration, cultural alignment, operational consolidation, and performance tracking to realize the synergies that justified the acquisition in the first place.
The Process
We start by understanding the strategic rationale — why this deal, why now, what does success look like. Acquisitions made without clear strategic logic rarely create value.
Deep analysis of the target’s historical financials — quality of earnings, normalized EBITDA, working capital requirements, off-balance-sheet liabilities, and cash flow reliability.
Independent valuation of the business, pricing strategy, and negotiation support. We make sure you know what something is worth before you offer a dollar for it.
Structure the transaction for maximum tax efficiency, coordinate with legal counsel, navigate closing conditions, and get you to a successful close with no surprises.
FAQ
Business broker and M&A advisor for Houston businesses — energy services, healthcare, construction, and distribution. Business broker Houston searches start here.
Merger and acquisition consultant for New York business owners. M&A advisory for professional services, media, and B2B companies. Business broker New York engagements handled remotely.
M&A advisory and business brokerage for LA businesses — entertainment services, consumer brands, and tech-adjacent acquisitions and sales.
Business broker services in Miami — acquisitions and sales in hospitality, logistics, and Latin American trade businesses. M&A advisory firms serving the Miami market.
M&A consulting and business brokerage for Chicago — manufacturing, distribution, professional services, and mid-market transactions.
Two companies combine into a single entity without a clear acquirer. Both parties exchange equity or assets as partners. Common when companies of similar size want to consolidate market share, eliminate redundancy, or combine complementary capabilities.
One company purchases and absorbs another. The acquirer retains its identity; the target is absorbed or operated as a subsidiary. Common when a buyer targets a specific product, customer base, technology, or market position.
M&A Advisory Markets
Michelet Financial is Houston-based and works remotely with qualified business owners nationwide. Explore market-specific transaction considerations or start with the national advisory process.
Sell-side preparation, valuation, buyer positioning, and tax-aware deal structure for DFW owners.
Advisory for healthcare, hospitality, professional-service, and other qualified Nashville businesses.
Remote transaction planning and sell-side advisory for Colorado business owners.
Start with a confidential conversation. We’ll assess your situation and tell you what we think the right move is — no commitment required.
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Michelet Financial provides M&A advisory, buy-side and sell-side representation, and exit strategy planning nationwide.
IRS: Sale of a Business · IRS Form 8594: Asset Acquisition Statement
Deal structure, allocation, securities, legal, tax, and financing consequences require coordinated professional advice based on the transaction. Educational information only; not individualized legal, tax, investment, audit, or valuation-attestation advice. Updated August 21, 2026.
Michelet Financial services
M&A advisory, business valuations, P&L management, cash-flow optimization, investment advisory, and tax strategy — Houston-based, nationwide remote. Call (225) 396-5511.