Ready To Exit Your Business?
Maximize the outcome of your business sale with the right connections and experienced deal guidance.
About Us
Dealbox is a Texas advisor and M&A dealer for privately held lower middle market companies looking to sell their business in a qualifying M&A transaction.
Our team understands how to properly prepare your company, attract the right buyers, and negotiate terms that protect your interests and maximize value.
Who We Serve
Dealbox’s experienced advisors facilitate the discovery and execution of transactions that meet the following criteria:
U.S. based businesses
$1MM - $5MM in annual income
$250K - $1MM EBITDA
Chart Your Path for a Smooth Exit
Prepare your business for a successful exit.
Hire an M&A Advisor with confidence.
Exit your business the right way.
Meet the Team
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Gary Cooper
M&A Advisor
Gary Cooper, CVA, CPA, CMPA, CrFA, brings more than 40 years of public accounting experience to the exit planning process. His work focuses on tax planning and compliance for individuals, business owners, and closely held companies, including the evaluation of asset structures, ownership arrangements, and long-term tax implications. Gary’s background includes experience at KPMG and executive roles within publicly traded companies, as well as extensive work supporting business succession and wealth transfer planning. -
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Aaron Ball
M&A Advisor
Aaron Ball, J.D., LLM (Taxation), has 29 years of both buy and sell-side transactions experience across a broad range of industries. He advises on acquisitions, exit planning, business succession planning, ownership transfers, and asset structuring. -
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Christopher Cooper
Director of Operations
Christopher Cooper serves as the Director of Operations, where he manages day-to-day operations, internal systems, and strategic initiatives. He focuses on improving processes, implementing technology, and ensuring a smooth client experience across the transaction process. Christopher works closely with leadership to support the firm’s growth and deliver consistent, high-quality service to clients. -
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Victoria Nowling
M&A Analyst
Victoria Nowling serves as the M&A Analyst, where she supports buy-side and sell-side engagements for privately held businesses. She assists with financial analysis, valuation support, deal preparation, and due diligence to help clients navigate each stage of the transaction process. Victoria works closely with the advisory team to deliver organized, data-driven insights that support successful outcomes for business owners and buyers. -
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Jake Abrahams
M&A Marketing Manager
Jake Abrahams serves as the M&A Marketing Manager, where he leads the firm’s marketing strategy, digital campaigns, and brand development initiatives. He oversees website content, social media, email marketing, and advertising efforts to promote the firm’s business consulting and M&A advisory services. Jake works closely with leadership to drive growth, strengthen the firm’s market presence, and support client engagement across all service lines.
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Chris Mascardo
M&A Specialist
Chris Mascardo serves as the M&A Specialist, where he works with business owners and buyers throughout the transaction process. He provides guidance on deal strategy, financial analysis, and due diligence, helping clients prepare for successful acquisitions or exits. Chris collaborates closely with the firm’s advisory team to deliver practical, results-focused support for lower middle market transactions.
Navigating Every Stage of Your Business Sale
Decades of small business M&A experience have shown us that every step is critical. You need a clear transition plan, a solid understanding of your company’s value, compelling marketing materials, and the right buyers at the table. We ensure you’re prepared for both complex diligence questions and unexpected buyer demands.
Pre-Transaction Stage?
Clean up and standardize financial records for accuracy and consistency.
Plan for tax-efficient use of sale proceeds.
Identify core value drivers and present the company’s strengths.
Build a normalized benefit stream with appropriate add-backs.
Perform a professional valuation and create marketing materials (teaser & CIM).
Identify key risks and implement effective mitigation strategies.
Assist the client with creation & organization of data room.
Identify qualified buyers and strategically marketing the company for sale.
Due Diligence?
Review and evaluate Letters of Intent (LOIs) from qualified buyers.
Provide financial, operational, and legal data through a secure NDA process.
Facilitate communications through the buyer & seller.
Provide supporting documentation based on the purchaser request.
Help structure terms, price, working capital, and deal considerations.
Create the asset allocation.
Compute adequate working capital.
Closing/Post-Transaction Stage?
Finalize the purchase agreement and close the transaction.
Support legal, financial, and transition steps.
Finalize tax-efficient use of sale proceeds.
Align proceeds with estate planning, investment, or lifestyle goals.
Refer the seller to financial advisors where a balanced portfolio can be created.
What is the difference between Dealbox and a traditional brokerage?
Our strategic business model keeps you in control, provides real financial insight, and delivers a more cost-effective path to a successful transaction.
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Our strategic business model keeps fees competitive while still delivering high-level guidance throughout the entire transaction.
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Our advisory background allows us to evaluate deals from a deeper financial perspective, not just a sales standpoint.
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Our approach keeps you actively involved in the process, so you maintain control and build confidence in every decision.
Valuation Estimator
Preparing to sell? Fill out the form below so we can begin your valuation estimate.
Get In Touch
We value our clients and look forward to working with you on all your exit planning needs. Reach out to discover how our team of advisors can support your next move.