“I think the seller is quite fortunate to have Alamo Brokers of Texas represent her. I have sessions like today 3 times per week and found you to be more buttoned up than most. Well done!”
Thomas O'Brien
Business Investor

Building a solid plan to sell a business and handling multiple offers

The scenario

SBS Adminstrative Services | Alamo Brokers of Texas Case Study
SBS Administrative Services  is a third party administration business established in 1995 that administrates Section 125 Cafeteria plans and COBRA to major employers and smaller businesses throughout Texas and in several other states. The owners had successfully grown the business over the years, but had reached a point where they felt it needed someone with new ideas and capital to take it to the next level. They contacted Alamo Brokers of Texas to discuss the sale of their business in the next couple of years.

The solution

Alamo Brokers of Texas provided a limited valuation of the business and acted as the advisor to SBS Administrative Services prior to the sale. When the time was right, we put together a presentation package and conducted a search for the right buyer. We found several potential buyers and ended up receiving multiple offers. The best candidate proved to be a local investor team with prior experience in the health insurance business. Alamo Brokers of Texas negotiated all facets and worked closely with the buyer to obtain financing and guidance throughout the legal documentation process. The seller was cashed out at closing, and the new owner has been able to continue the growth trend of the business.


"Stefan worked with us around our schedules, was extremely easy to get along with and made what could have been a very stressful event a very smooth experience. He is experienced, reliable and has integrity. We closed on the sale of our company within a few months of listing it. We have since used Stefan to advise us and help us review paperwork in the purchase of anew company. We highly recommend Stefan to anyone thinking of selling or buying a business".

Mike & Lisa Wilson, Sellers of SBS Administrative Services

"Stefan's presentation of the business was very professional and comprehensive, and he made it ease for us to get through the due diligence process. We felt very comfortable with the entire process".

Javier Elizalde, Buyer of SBS Administrative Services

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