Capstone Consulting

What is Capstone Consulting?

_{Sell side advisors for companies with $5m-$100m revenue, specializing in the following industries.}

Distribution & Supply

We work with wholesale and supply companies providing essential products across industries, helping owners maximize value in fragmented markets experiencing rapid consolidation and strong private equity interest.

Industrial Services

Our experience spans service providers supporting companies delivering maintenance, compliance, logistics, and specialty solutions critical to industrial operations and highly attractive to strategic and financial buyers.

Construction & Subcontracting

We advise contractors and specialty subcontractors in commercial and industrial construction, where skilled labor, safety standards, and trusted relationships drive value in a competitive, consolidating market.

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.

Business Valuations

At Capstone, every engagement begins with a thorough business valuation.

We have completed hundreds of valuations across a wide range of industries, giving you an accurate picture of where your company truly stands. This six week process helps determine whether selling is the right step now or if building value through exit planning is the better path.

Our valuations are more than numbers; they are grounded in deep knowledge and upfront honesty. We approach the process like a pre-due diligence, delivering clear, data-driven insights that cut through assumptions and prepare you for the realities of the market.

Seller Advisory Services

Once a valuation confirms that selling is the right move, we can either source strategic buyers on your behalf or represent you with a buyer already identified.

From there, we provide hands-on leadership throughout the transaction, applying our own intellectual capital and deal experience to strengthen your position. We manage the process end to end: engaging with buyers, negotiating offers, and coordinating the efforts of CPAs, attorneys, wealth managers, and other professionals.

Our role is to control the process from end to end, driving momentum and ensuring you reach a closing that reflects the true value of your business.

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, fractional CFO, and business valuation guidance to grow and sell your business.

‍Monthly Financial Oversight
We combine bookkeeping with fractional CFO support on an ongoing basis. From month-end closes to full-service accounting, we prepare your books for sale while providing modeling and forecasting to predict future valuation and guide smarter decisions.

‍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.

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.

Proactive buyer sourcing

_{We identify and engage strategic buyers who align with your business's vision and long-term value.}

Strategic Contacts

We maintain regular contact with thousands of private equity groups, family offices, and investors, giving your business targeted exposure to serious buyers who have both capital and proven acquisition experience.

Private Deal Networks

Through exclusive marketplaces, we connect our clients with vetted buyers outside of public listing sites. These private networks ensure your business reaches qualified, motivated acquirers who value discretion and deal quality.

Industry Organizations

As active members of respected groups like M&A Source and other lower-middle and middle-market associations, we access a steady flow of qualified buyers while staying connected to the pulse of industry trends.

Capstone By The Numbers

Our Results Speak for Themselves

Total Years Experience

We have a proven track record of desirable outcomes for business sellers.

$30m

Average Client's Revenue

With some exceptions, we work primarily with companies with revenues of $5m-$100m.

Client Pool Size

We're dedicated to 10 or less clients at a time, ensuring each one gets the attention and expertise they deserve.

Former 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

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.

Our Team

Jacob Davis

Founder | Managing Director

Jacob is the Founder and Managing Director of Capstone Consulting. A graduate of Sam Houston State University with a degree in Business Administration, he brings trusted leadership to clients throughout the business sale process.

Jacob specializes in guiding buyer negotiations and facilitating transactions from start to finish to achieve the best possible outcome for clients.

Hensay Qualah

Valuation Director

Hensay leads and performs all business valuations for Capstone Consulting. He holds a bachelor’s degree in Finance from the University of Texas at Dallas and brings extensive experience to his role.

Over the course of his career, Hensay has completed hundreds of valuations across a wide range of industries, giving him deep expertise in assessing business value.

Brent Daily

Fractional CFO

Brent is a Fractional CFO at Capstone Consulting. He holds a Finance degree from the University of Indiana and works with growth-oriented businesses to provide financial modeling and forecasting.

Brent helps our ValuePath clients project future cash positions and build anticipated valuations, giving them the insight to plan strategically and make confident decisions.

Dana Schmucker

Accounting Director

Dana received her Bachelor of Business Administration in Accounting & Finance and her Master’s in Professional Accounting from West Texas A&M University.

She has over 10 years of experience as a small business controller and in tax preparation at a CPA firm. Dana is the Lead Bookkeeper at Capstone’s sister company, Brazos Bookkeeping, and also provides accounting support at Capstone throughout the valuation and due diligence processes.

Tabby Salazar

Senior Bookkeeper

Tabby has over a decade of experience in accounting and payroll, gained while working in a CPA office.

She specializes in QuickBooks Desktop and Online. At Capstone, she provides bookkeeping support for our ValuePath clients and steps in during the selling process to address and resolve any bookkeeping issues that may arise.

Contact Us

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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!

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.