Capstone Consulting

Sell Side Advisory
in the lower mid market

and founders of the ValuePath Framework.
Business Valuation
Seller Representation
ValuePath Exit Planning
Get In Touch
What is Capstone Consulting?

Expert Consulting for Valuation, Selling, and Exit Planning

Business Valuation
Accurate, honest valuations tailored to your business, providing clarity and actionable insights for confident decision-making and planning.
Seller Representation
Step-by-step guidance to navigate the complex sales process, ensuring realistic expectations and successful outcomes for your business.
ValuePath Exit Planning
Strategic support through valuation tracking and confidential buyer feedback to help you prepare years in advance for a successful business sale.
Business Valuation Services

Understanding the true value of business.

Every engagement begins with a business valuation, establishing a data-based foundation at the beginning.

Once your valuation is complete, we align it with current market trends and buyer data to create a Strategic Game Plan tailored to your personal goals, whether that's going to market, exploring interest from industry buyers, or building a long-term exit strategy through our ValuePath Framework.

Comprehensive Analysis: We evaluate your financials, industry trends, and market potential to deliver an accurate valuation.
Straight Talk: No inflated numbers or sugarcoating—just an honest assessment based on real data.
Buyer Insights: We’ll help you understand what buyers are looking for and how your business stacks up.
Actionable Recommendations: Beyond the numbers, we’ll provide guidance on how to maximize your business’s value before selling.
Seller Representation Services

Selling your business is tough. But we don't cut corners.

It's a challenging and emotional journey, but with Capstone Consulting, you don’t have to navigate it alone.

We offer step-by-step guidance, combining strong leadership with years of expertise to ensure you achieve the best possible outcome.

From valuation to closing, we manage every detail, so you can focus on your future.

Immediate Sale - Full Service
Immediate Sale - Facilitation
ValuePath - Exit Planning

Immediate Sale - Full Service

Once the business valuation is complete and we have determined to officially put your business on the market, the process is as follows:

‍1. Prepare the Marketing Package (2 weeks)
‍
2. Present to market and filter through buyers (3-6 months)
‍
3. Negotiate and accept an offer (1 month)
‍
4. Complete buyer’s due diligence (2-3 months)
‍
5. Complete legal and Closing (1 month)
‍
Depending on various factors, the process typically takes 9-12 months to complete.

Immediate Sale - Facilitation

Our Facilitation Service is designed for situations where you already have one or more interested buyers.

‍In this role, we represent you with the primary goal of facilitating a successful transaction with the prospective buyer(s) you’ve identified.

Most prospective buyers come in the form of top level employees, local competition, family & friends, or industry buyers who have reached out to you.

This service is offered at a significantly reduced fee, and the transaction timeline is generally expedited, often taking approximately half the time of the standard process.

Exit Planning - ValuePath

Perfect for the entrepreneur who wants to leverage the next few years to maximize their business value for an eventual sale.

‍In partnership with our sister company, Brazos Bookkeeping, we strategically integrate accounting and business valuation guidance to grow and sell your business.

‍Expert accounting oversight
‍Offers the availability and cost-effectiveness typically not found with a CPA. We prepare your books for a future sale, whether that’s overseeing month-end closes or if you need the full gamut of bookkeeping services.

‍Quarterly Valuation Guidance
‍Enables you to monitor your business’s value on a regular basis. We provide strategic advisory on actionable steps to increase your business’s value, helping you stay focused on growth and improvement over time.

Real Buyer Feedback
We’ll confidentially showcase your business to hundreds of pre-vetted buyers and gather real feedback from them. This invaluable insight empowers you to make strategic improvements to maximize your business’s value and sale-ability before selling.
Past Clients

Positive Client Feedback

Jacob and his company are true professionals. Their program got us the information we needed about selling our business. They proceeded to come with a professional appraisal and what we could expect for potential buyers. We agreed on an asking price and got it in a few weeks. I have nothing but good thoughts about this company.
Larry Nowicki - Entec Pest Control
We really enjoyed working with Jacob! He was very professional and was great working around our busy schedule. He clearly explained the process and kept us updated along the way. We would definitely recommend using their services!
Lisa Brooks - Strike Water Services
I found Jacob to be very personable and professional during our numerous meetings on talking about the future of selling my business. After thoroughly reviewing the business valuation report we both agreed it was not the right time to sell my business. I understand how it is hard to trust someone to speak with about this type of transaction. Jacob did an outstanding job all the way around.
Delton Glass - Glass Drilling
We had a really positive experience working with Jacob. He was a huge help throughout our entire process. Jacob has a clear way of explaining things, which made decision-making a lot easier for us. He was always quick to respond to any questions we had, and his guidance was practical and straightforward. It was reassuring to have someone so reliable and knowledgeable by our side. We really appreciate all of Jacob’s efforts and would definitely recommend him to anyone looking for dependable professional assistance. Thanks, Jacob!
Luke Adams - Senior Living Pros
Exit Planning Services

Long term planning to maximize the eventual sale of your business.

Preparing to sell a business can feel overwhelming, but with Capstone Consulting on your team, you can take control of the process—well in advance.

Whether your exit is three years or ten years away, we’ll help you build a stronger, more sellable company that commands a premium valuation when the time comes.

With clear planning, proactive improvements, and experienced guidance, you’ll be equipped to exit on your terms and timeline.

Strategic Guidance: We help you identify key value drivers and build toward a more attractive business.
Comprehensive Support: From readiness assessments to buyer outreach, we guide you through the entire exit plan.
Flexible Services: Whether you're years out or already in motion, we tailor our process to your needs.
Risk Mitigation: Avoid common pitfalls and preserve value with proactive planning and expert insight.
Capstone By The Numbers

Our Results Speak for Themselves

$200m
In Total Valuations
We have a proven track record of delivering high quality valuations across a breadth of industries.
$12m
Average Deal Size
With some exceptions, we work primarily with companies with revenues of $5m-$50m.
5
Client Pool Size
We're dedicated to 5 or less clients at a time, ensuring each one gets the attention and expertise they deserve.
About Capstone Consulting

Meet Jacob

Jacob received his Bachelor’s in Business Administration degree from Sam Houston State University. He lives in College Station, TX with his wife and five kids, and volunteers his time at Central Church.

Capstone Consulting is a boutique Mergers & Acquisitions firm dedicated to delivering exceptional results through a quality-over-quantity approach.

By working with no more than five clients at a time, we ensure that each client receives white-glove service, with every detail handled meticulously. This commitment to focused, high-quality service drives our success rates well above industry standards.

Our straightforward, no-nonsense approach is equally vital to our effectiveness—we tell clients what they need to hear, not just what they want to hear. We value your time as much as our own, and we believe that setting realistic expectations from the outset is essential to achieving meaningful, successful outcomes.

Contact Us

Take the next step.

Exploring the idea of selling your business, preparing for growth, or looking for expert advice on acquisitions, we’re here to help.

Fill out the form to schedule a consultation or ask any questions—we’ll get back to you promptly.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Resources from our team.

Position Papers
Case Studies
Recent Deals
Capstone FAQs

Frequently Asked Questions

Get clear answers to common questions about our services. If you need more details, we’re here to help!

Business Valuation FAQs
Seller Representation FAQs
Buyer Consulting FAQs
How much does a valuation cost?

If you’re sincere about the selling process, you need a valuation that is strong enough to withstand the rigors of the selling process, yet not so overblown as to waste unnecessary resources.

Our valuations are not the cheapest, but they’re not the most expensive either.
‍
The cost of a quality business valuation varies from $5,000 to $25,000.

How long does it take?

A business valuation typically takes 4-6 weeks to complete, depending upon how quickly we receive all requested information.

Why not have my CPA do it?

A CPA’s work usually focuses on areas other than preparing a business for sale. They don’t have a strong sense of the current buyer’s market. Additionally, CPAs typically skip over some of the smaller but important adjustments to earnings. As a result, their valuations many times do not reflect the true market value of the business.

What’s the first step in selling my business?

It all begins with a valuation. This helps us determine your business' value and if selling is the best course of action.

How long does it take to sell a business?

On average, a full-service sale takes 9-12 months, though this can vary depending on market conditions and complexity.

Who handles the legal and financial aspects of the sale?

We coordinate with trusted professionals, including lawyers, bankers, and CPAs, to ensure every detail is handled seamlessly.

Can you help me find businesses to acquire?

Yes!

What does the due diligence process involve?

We help you review financials, operations, and risks to ensure you’re making an informed decision before proceeding with a purchase.

Is ongoing advisory right for me?

If you’re planning multiple acquisitions or want long-term strategic guidance, our on-retainer service is ideal.

Expert guidance, honest valuations, personalized support—Capstone Consulting simplifies selling or buying your business. Let’s talk.
© Copyright powered by 72HourSites