Best Business Brokers in Plano, Texas
Plano has the highest density of profitable owner operated businesses in North Texas and a buyer pool that lives within twenty minutes of it. Here is how to choose an M&A advisor and what a $1M to $20M Plano company is worth.
An honest note about this page. This is Kingdom Broker's own page, not a directory and not a ranking. We do not score other firms and we are not going to pretend a list with our name at the top is research. What follows is the criteria we would use to hire an advisor for our own company, what a Plano business is realistically worth right now, and a plain description of how we work so you can decide whether we fit.
Plano: corporate density, professional buyers
Plano is where the corporate relocation wave landed, and the downstream effect is a business base that looks different from the rest of DFW. Professional services, B2B services, healthcare, technology enabled companies and high end residential services all cluster here, serving both the corporate campuses along the Tollway and one of the highest income residential bases in Texas.
That produces two things a buyer likes. Customers who do not shop on price, and owners who tend to run better books than the DFW average. It also produces sellers who are themselves financially sophisticated, which changes the advisor relationship. Plano owners generally do not need to be sold on the concept of a process. They need to see the buyer list and the fee math.
The practical risk in Plano is complacency about competition. Because good buyers are physically nearby and approach directly, a lot of Plano companies transact without ever going to market. Convenience is expensive.
The Plano tell: management depth is worth more here than anywhere else in DFW, because the buyer pool skews toward financial buyers who will not run the company themselves. A Plano business with a general manager, a controller and a sales lead who all stay after close will out earn an identical company where the owner is still the operator, by roughly a turn to a turn and a half.
Buyers for a Plano company
Plano sits inside the densest concentration of private capital in Texas. Private equity funds, family offices and independent sponsors along the Tollway all look at companies in their own backyard first. Add strategic acquirers expanding into affluent North Dallas and individual operators using SBA financing at the smaller end, and a well run Plano process routinely produces a genuinely competitive field.
Kingdom Broker's partnership with The Vant Group matters most in this corridor. Vant has been closing DFW transactions since 1999, with more than 700 completed, and knows the buyers here by name rather than by database entry.
Plano EBITDA multiples by sector
These are working ranges for owner operated Plano companies with $1M to $20M of revenue and at least three years of history. Treat them as a starting frame, not a quote. Two companies with identical earnings routinely trade two turns apart because of the drivers in the right hand column.
| Sector | Adjusted EBITDA multiple | What moves you inside the range |
|---|---|---|
| B2B and professional services | 4.0x to 6.5x | Client retention, contract length and how transferable the owner relationships are |
| Healthcare and specialty practices | 4.5x to 7.0x | Provider retention and share of production not performed by the owner |
| Technology enabled services | 4.5x to 8.0x | Recurring revenue share, net retention and gross margin |
| High end residential services | 4.0x to 6.0x | Recurring maintenance base and average ticket in the surrounding zip codes |
| Distribution and light assembly | 4.0x to 6.0x | Supplier terms, inventory turns and customer concentration |
Ranges apply to adjusted EBITDA after documented add backs. Furniture, fixtures and equipment are inside the multiple. Owned real estate is valued separately and shown with and without it. Illustrative, not a guarantee of value.
How to choose a business broker in Plano
Plano sellers are usually financially literate, so skip the pitch and audit the advisor on these six points.
| Criterion | What good looks like | The question to ask |
|---|---|---|
| Who actually runs your deal | The person who pitched you is the person who negotiates. If the deal gets handed to a junior after signing, you learn that up front, not in month four. | Who writes my CIM, who calls the buyers, and who sits on the diligence calls? Name them. |
| An honest valuation, not a flattering one | A range with the drivers that move it, comparable transactions rather than rules of thumb, and a clear statement of what is inside the multiple. FF&E is inside the EBITDA multiple. Owned real estate is valued separately and shown with and without. | Show me the range and tell me what moves me from the bottom of it to the top. Does your number include my building? |
| Fee structure you can read in one sitting | A written success fee with the percentage, the breakpoints and the definition of transaction value on the same page. Any retainer disclosed in dollars, not described as 'nominal'. | Show me the fee section of your agreement before I sign an NDA. What exactly counts as transaction value: cash at close, escrow, earnout, assumed debt, the real estate? |
| Buyer network depth, not a listing site | A named, segmented buyer list the advisor can describe by type: private equity platforms, strategics in your trade, family offices, SBA backed individual operators. Real outreach, not a posting that waits for inbound. | How many buyers would you approach for a company my size in my trade, and how many of them have closed a deal in the last 18 months? |
| A confidentiality process that is written down | A blind teaser with no identifying detail, an NDA before anything else moves, staged disclosure, and a rule about when employees and customers learn anything. | Walk me through exactly what a buyer sees at each stage, and at what point my company name is revealed. |
| Sector experience that is specific | The advisor can talk about your add backs, your working capital cycle, your licensing and bonding, and what a buyer in your trade will discount. Generalists miss value that sector people find. | What are the three things a buyer will try to normalize out of my earnings, and how have you defended those before? |
One more test that costs nothing: ask for the name and number of a seller they closed in the last year, in your sector. An advisor who cannot produce one has told you something useful.
How a Kingdom Broker sale actually runs
Kingdom Broker is AI native M&A for Texas owners in the $1M to $20M range, working alongside The Vant Group, a Texas M&A firm with 26 years in the market and more than 700 closed transactions since 1999. Every engagement runs the same six steps.
- Confidential conversation. A private call about the business, the number you need and the timeline. Nothing is marketed and nothing is disclosed.
- Valuation with the drivers shown. A range built from comparable transactions, with the specific items that move you from the bottom of it to the top. FF&E sits inside the multiple. Owned real estate is valued separately and shown with and without.
- Preparation before exposure. Add back schedule, recast financials and a confidential information memorandum a buyer can underwrite. Problems get found here, while they can still be fixed.
- Screened, NDA gated outreach. A blind teaser goes to a buyer list matched on sector, size and structure. Your named competitors and customers are excluded before anyone is contacted.
- Competition, then terms. Multiple offers compared on cash at close and probability of closing, not headline price. Working capital target, escrow and any earnout get negotiated in the letter of intent, not at the end.
- Diligence to close. The same people who pitched you run diligence, manage the buyer's advisors and stay in it until the wire lands.
Where we work around Plano
We work with owners across West Plano, Legacy West, Willow Bend, East Plano, Richardson, Allen, Murphy, Wylie, Addison and Far North Dallas.
What Plano owners ask us first
What makes a Plano business sell at the top of its range?
Management depth, recurring revenue and clean financials, roughly in that order. The Plano buyer pool skews financial rather than operational, so a company that runs without the owner is worth materially more here. If you have a general manager, a controller and a sales leader who intend to stay, that combination is frequently worth a full turn or more of EBITDA.
Do professional services firms sell for less than trades companies?
Not necessarily, but they are underwritten differently. Buyers of professional services firms focus on whether the client relationships belong to the firm or to you personally. Documented contracts, a team based service model and multi year client tenure move the multiple up. A firm where the owner is the relationship for the top five clients gets structured with an earnout, no matter how good the earnings look.
Should I sell to a buyer who already approached me?
Talk to them, and do not name a price. A single interested buyer tells you the company is sellable. It does not tell you the price. Get an independent valuation, then decide whether to run a process. If you do run one, that first buyer is welcome to participate, and they will usually improve their offer when they know someone else is at the table.
How confidential is a sale in a market this connected?
It has to be tightly managed, because Plano business circles overlap heavily. Buyers see a blind teaser with no name or address. Everyone signs an NDA before disclosure. We screen the outreach list against your named competitors, key customers and any party you flag, and we schedule facility visits so they do not look like facility visits.
Will my employees find out I am selling?
Not from us. Buyers see a blind teaser first with no company name, no address and no identifying customer detail. Every buyer signs an NDA before they see anything more. Facility visits get scheduled outside working hours or framed as something ordinary. Most Plano owners tell their key people during the exclusivity window, on their own timeline, with a retention plan already written.
What if my financials are not clean yet?
That is normal and it is fixable. Most owner operated companies in Plano run personal expenses through the business and keep books on a cash basis. The work is to build a defensible add back schedule, move to accrual for the presentation, and reconcile three years of tax returns to the numbers a buyer will diligence. Doing that before you go to market usually pays for itself several times over, because buyers discount uncertainty far harder than they discount a disclosed expense.
Useful next steps
Find out what your Plano business is worth
A confidential valuation with the drivers shown, no listing, no exposure and no obligation. If the number is not what you need yet, we will tell you exactly what to fix and how long it takes.