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OE Consulting LLC

Lower-Middle-Market Deal Origination And Valuation Boutique For Sale

Austin, Texas, US
Asking Price:
$200,000 Furniture / Fixtures included
Sales Revenue:
$100K - $250K
Cash Flow:
$140,000

Boutique M&A advisory support and deal origination firm focused on lower-middle-market transactions (typically $1M–$10M enterprise value). The firm specializes in sell-side preparation deliverables and advisory support: CIM creation, normalized EBITDA/SDE adjustments, valuation ranges, buyer lists, and managing initial buyer outreach. Revenue is a blend of fixed-fee prep projects and success-fee participation on select mandates.

The business is designed to be lean: the owner runs relationships and deal strategy; an analyst contractor supports comps, financial models, and buyer research. Strong referral sources include attorneys, accountants, and wealth advisors.

Property Information

Living Accommodation:

N/A

Location:

Primarily remote with clients concentrated in the greater Austin metro. The business can be operated from a home office anywhere in Texas (or beyond), with in-person meetings needed for select clients.

Premises Details:

No leased premises required. Currently run from a home office with cloud-based accounting and reporting tools. Buyer may choose to maintain a coworking membership for client meetings, but it is not necessary.

Size in square feet:
N/A
Planning Consent:

N/A

Business Operation

Management type:
This business is owner operated.
Expansion Potential:

Add additional fractional CFO capacity and increase client count without changing the model

Create tiered advisory packages (basic bookkeeping oversight → CFO advisory → strategic finance)

Establish referral partnerships with CPAs, payroll providers, and business attorneys

Offer add-on services: AR/AP management, profitability analysis, pricing strategy, cash planning intensives

Competition / Market:

Competitive landscape includes local bookkeeping firms, CPA firms offering CAS (client accounting services), and individual fractional CFOs. The business competes by offering bundled, repeatable monthly advisory deliverables, faster close cycles, and industry-specific KPI reporting.

Reasons for selling:

Owner retiring

Years established:
6

Other Information

Furniture / Fixtures value:
$5,000 - included in the asking price
Home based:
This business can be run from home